| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Catamount Wealth Management | 16,565 | 4,264,000 | 99.46% | ||
| 2 | Cable Hill Partners, LLC | 89 | 23,000 | 0.54% |
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.
