| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Elite Wealth Management, Inc. | 1,120 | 659,000 | 35.91% | ||
| 2 | ARTHUR M. COHEN & ASSOCIATES, LLC | 563 | 548,000 | 29.86% | ||
| 3 | CPWM, LLC | 586 | 345,000 | 18.80% | ||
| 4 | Yellowstone Partners, LLC | 481 | 283,000 | 15.42% |
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.
