| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PRIVATE ASSET MANAGEMENT INC | 35,350 | 958,000 | 48.46% | ||
| 2 | Edge Wealth Management LLC | 27,568 | 769,000 | 38.90% | ||
| 3 | Vision Capital Management, Inc. | 8,280 | 230,000 | 11.63% | ||
| 4 | Sandy Spring Bank | 500 | 14,000 | 0.71% | ||
| 5 | Brookstone Capital Management | 230 | 6,000 | 0.30% |
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.
