| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CABOT WEALTH MANAGEMENT INC | 7,548 | 378,000 | 57.45% | ||
| 2 | Cetera Advisor Networks LLC | 5,600 | 280,000 | 42.55% |
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.
