| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 50,000 | 1,000 | 95.24% | ||
| 2 | KELMAN-LAZAROV, INC. | 500,000 | 50 | 4.76% |
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.
