| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 171,952 | 4,583,000 | 76.18% | ||
| 2 | EII CAPITAL MANAGEMENT, INC. | 54,100 | 1,433,000 | 23.82% |
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.
