| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 31,955 | 790,000 | 57.20% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 9,983 | 247,000 | 17.89% | ||
| 3 | SNOW CAPITAL MANAGEMENT LP | 8,116 | 201,000 | 14.55% | ||
| 4 | Carnick & Kubik, LLC | 4,900 | 121,000 | 8.76% | ||
| 5 | WESTPORT RESOURCES MANAGEMENT INC | 900 | 22,000 | 1.59% |
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.
