| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 64,000 | 1,952,000 | 87.53% | ||
| 2 | BANC FUNDS CO LLC | 10,878 | 278,000 | 12.47% |
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.
