| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Trust Asset Management LLC | 14,856 | 239,000 | 97.55% | ||
| 2 | Edge Wealth Management LLC | 400 | 6,000 | 2.45% |
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.