| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 65,530 | 2,523,000 | 85.44% | ||
| 2 | BANC FUNDS CO LLC | 10,878 | 430,000 | 14.56% |
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.
