| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PRIVATE ASSET MANAGEMENT INC | 37,350 | 1,035,000 | 41.53% | ||
| 2 | Edge Wealth Management LLC | 33,649 | 948,000 | 38.04% | ||
| 3 | AMERIPRISE FINANCIAL INC | 9,650 | 272,000 | 10.91% | ||
| 4 | Vision Capital Management, Inc. | 8,405 | 237,000 | 9.51% |
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.
