| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 8,000 | 170,000 | 75.22% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 2,600 | 56,000 | 24.78% |
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.
