| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 46,380 | 1,193,000 | 88.70% | ||
| 2 | Apriem Advisors | 4,500 | 116,000 | 8.62% | ||
| 3 | Carnick & Kubik, LLC | 1,200 | 31,000 | 2.30% | ||
| 4 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 200 | 5,000 | 0.37% |
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.
