| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 10,463 | 239,000 | 64.59% | SH | |
| 2 | Highlander Capital Management, LLC | 4,750 | 108,000 | 29.19% | ||
| 3 | Apriem Advisors | 1,000 | 23,000 | 6.22% |
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.
