| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 36,087 | 1,043,000 | 40.47% | ||
| 2 | PRIVATE ASSET MANAGEMENT INC | 35,350 | 1,000,000 | 38.80% | ||
| 3 | AMERIPRISE FINANCIAL INC | 9,721 | 281,000 | 10.90% | ||
| 4 | Vision Capital Management, Inc. | 8,280 | 239,000 | 9.27% | ||
| 5 | Sandy Spring Bank | 500 | 14,000 | 0.54% |
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.
