| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Genesis Wealth Advisors, LLC | 4,590 | 121,221 | 46.76% | ||
| 2 | Apriem Advisors | 4,250 | 112,000 | 43.21% | ||
| 3 | Edge Wealth Management LLC | 1,000 | 26,000 | 10.03% |
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.
