| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 12,750 | 316,000 | 82.94% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 2,600 | 65,000 | 17.06% |
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.
