| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 400 | 121,000 | 45.83% | ||
| 2 | Nelson Capital Management, LLC | 333 | 101,000 | 38.26% | ||
| 3 | Gemmer Asset Management LLC | 140 | 42,000 | 15.91% | SH | |
| 4 | BRAUN STACEY ASSOCIATES INC | 28,008 | 0 | 0.00% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
