| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Essex Financial Services, Inc. | 9,571 | 242,000 | 81.76% | ||
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 1,619 | 41,000 | 13.85% | ||
| 3 | ASSET DEDICATION, LLC | 400 | 10,000 | 3.38% | ||
| 4 | Edge Wealth Management LLC | 103 | 3,000 | 1.01% | SH |
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.
