| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 31,995 | 771,000 | 73.99% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 11,254 | 271,000 | 26.01% |
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.
