| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Catamount Wealth Management | 24,009 | 7,146,000 | 56.18% | ||
| 2 | Gerstein Fisher | 18,641 | 5,548,000 | 43.62% | ||
| 3 | Cable Hill Partners, LLC | 89 | 26,000 | 0.20% |
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.
