| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 150,557 | 3,804,000 | 73.55% | ||
| 2 | EII CAPITAL MANAGEMENT, INC. | 54,100 | 1,368,000 | 26.45% |
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.
