| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Elite Wealth Management, Inc. | 1,120 | 659,000 | 52.01% | ||
| 2 | CPWM, LLC | 554 | 324,000 | 25.57% | ||
| 3 | Yellowstone Partners, LLC | 486 | 284,000 | 22.42% |
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.
