| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Genesis Wealth Advisors, LLC | 8,048 | 204,016 | 82.26% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 1,619 | 41,000 | 16.53% | ||
| 3 | Edge Wealth Management LLC | 103 | 3,000 | 1.21% |
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.
