| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Edge Wealth Management LLC | 74,870 | 1,821,000 | 81.08% | ||
| 2 | Camelot Portfolios, LLC | 10,500 | 255,000 | 11.35% | ||
| 3 | Highlander Capital Management, LLC | 5,000 | 122,000 | 5.43% | ||
| 4 | SHARKEY, HOWES & JAVER | 3,275 | 48,000 | 2.14% |
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.
