Q4 2024 13F Detailed Holdings
-
Location
-
Scottsdale, AZ
-
Holdings as of
-
12/31/2024
-
Value ($000)
-
$44,552,836
-
Num holdings
-
18,672
-
Date filed
-
6/6/2025
-
Form type
-
13F-HR/A - RESTATEMENT
-
Note
-
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
| Sym |
Issuer Name |
Cl |
CUSIP |
Value ($000) |
% |
Shares |
Principal |
Option Type |
Discretion |
Other Manager |
Sole |
Shared |
None |
Other Managers
| Num |
Name |
File Number |
| 1 |
OSAIC WEALTH, INC. |
|
| 4 |
OSAIC INSTITUTIONS, INC. |
|
| 2 |
LADENBURG THALMANN ASSET MANAGEMENT |
|
| 7 |
Osaic Advisory Services, LLC |
|
| 25 |
OSAIC FA, INC. |
|
| 30 |
OSAIC FS, INC. |
|