| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 38,090 | 905,000 | 89.34% | ||
| 2 | Highlander Capital Management, LLC | 4,250 | 101,000 | 9.97% | ||
| 3 | INTELLECTUS PARTNERS, LLC | 300 | 7,000 | 0.69% |
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.
