| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 1,084 | 28,325 | 2.08% | ||
| 2 | Apriem Advisors | 4,500 | 118,000 | 8.67% | ||
| 3 | Edge Wealth Management LLC | 46,480 | 1,215,000 | 89.25% | SH |
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.
