| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 109,205 | 2,452,000 | 85.67% | ||
| 2 | Camelot Portfolios, LLC | 11,500 | 258,000 | 9.01% | ||
| 3 | Highlander Capital Management, LLC | 5,000 | 112,000 | 3.91% | ||
| 4 | SHARKEY, HOWES & JAVER | 3,275 | 40,000 | 1.40% |
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.
