| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Yellowstone Partners, LLC | 22,934 | 403,000 | 71.84% | ||
| 2 | Catamount Wealth Management | 8,994 | 158,000 | 28.16% |
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.
