| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 20,531 | 525,000 | 66.37% | ||
| 2 | BONNESS ENTERPRISES INC | 8,850 | 226,000 | 28.57% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 1,353 | 35,000 | 4.42% | ||
| 4 | Edge Wealth Management LLC | 200 | 5,000 | 0.63% |
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.
