| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 90,600 | 1,965,000 | 81.77% | SH | |
| 2 | Camelot Portfolios, LLC | 10,500 | 263,000 | 10.94% | ||
| 3 | Highlander Capital Management, LLC | 5,000 | 125,000 | 5.20% | ||
| 4 | SHARKEY, HOWES & JAVER | 3,275 | 50,000 | 2.08% |
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.
