| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 30,303 | 714,000 | 84.60% | ||
| 2 | Highlander Capital Management, LLC | 4,500 | 106,000 | 12.56% | ||
| 3 | Apriem Advisors | 1,000 | 24,000 | 2.84% |
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.
