| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KELLY LAWRENCE W & ASSOCIATES INC/CA | 8,000 | 199,000 | 88.84% | ||
| 2 | Edge Wealth Management LLC | 1,000 | 25,000 | 11.16% | SH |
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.
