| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Catamount Wealth Management | 478 | 26,000 | 83.87% | ||
| 2 | Cable Hill Partners, LLC | 86 | 5,000 | 16.13% |
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.
