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Location
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Fort Lauderdale, FL
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Holdings as of
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9/30/2026
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Value
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$728M
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Num holdings
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155
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Date filed
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11/4/2026
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Form type
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13F-HR
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Holdings also reported by
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AE Wealth Management LLC
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Next filing
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| Sym |
Issuer Name |
Cl |
CUSIP |
Value ($000) |
% |
Shares |
Principal |
Option Type |