| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IMA Advisory Services, Inc. | 9,000 | 225,000 | 57.11% | ||
| 2 | Highlander Capital Management, LLC | 5,000 | 125,000 | 31.73% | ||
| 3 | Edge Wealth Management LLC | 1,750 | 44,000 | 11.17% |
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.
