| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 12,755 | 310,000 | 72.60% | ||
| 2 | INTELLECTUS PARTNERS, LLC | 4,800 | 117,000 | 27.40% |
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.
