| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 21,500 | 35,000 | 83.33% | ||
| 2 | Edge Wealth Management LLC | 400 | 7,000 | 16.67% |
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.
