| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Elite Wealth Management, Inc. | 1,356 | 793,000 | 32.45% | ||
| 2 | Whitegate Investment Counselors, Inc. | 800 | 610,000 | 24.96% | ||
| 3 | CPWM, LLC | 482 | 537,000 | 21.97% | ||
| 4 | Yellowstone Partners, LLC | 452 | 504,000 | 20.62% |
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.
