| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Genesis Wealth Advisors, LLC | 4,620 | 118,133 | 57.87% | ||
| 2 | GLENMEDE TRUST CO NA | 1,659 | 42,000 | 20.57% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 1,619 | 41,000 | 20.08% | ||
| 4 | Edge Wealth Management LLC | 103 | 3,000 | 1.47% |
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.
