| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 45,650 | 1,153,000 | 89.17% | ||
| 2 | Apriem Advisors | 4,500 | 114,000 | 8.82% | ||
| 3 | INTELLECTUS PARTNERS, LLC | 1,000 | 26,000 | 2.01% |
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.
