Q4 2024 13F Detailed Holdings
-
Location
-
Brooklyn, NY
-
Holdings as of
-
12/31/2024
-
Value ($000)
-
$335,562
-
Num holdings
-
1,943
-
Date filed
-
1/15/2025
-
Form type
-
13F-HR
-
Next filing
-
-
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 |
Jordan Park |
028-18386 |
| 2 |
Wealth Watch |
|
| 3 |
Red Crane Wealth |
|
| 4 |
Claro Advisors |
028-19280 |
| 5 |
Steward Partners Investment Advisory, LLC |
028-18184 |
| 6 |
Farther Finance Advisors |
028-23383 |
| 7 |
Sanctuary Advisors |
|
| 8 |
May Hill Capital |
|
| 9 |
Nolet Wealth |
|
| 10 |
PathWise Wealth Partners |
|
| 11 |
Optivise Advisory Services |
028-24441 |
| 12 |
Resonant Capital Advisors |
028-114001 |