Brooklyn Investment Group

Q2 2025 13F Detailed Holdings

Location
Brooklyn, NY
Holdings as of
6/30/2025
Value ($000)
$463,109
Num holdings
2,769
Date filed
8/12/2025
Form type
13F-HR
Prev filing
5/13/2025
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
This filing has been restated, see here for the amended filing
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 Group LLC
2 Wealth Watch Advisors, INC
3 RED CRANE WEALTH MANAGEMENT, LLC
4 Claro Advisors LLC
5 Integrated Wealth Concepts LLC
6 LONETREE WEALTH MANAGEMENT
7 Farther Finance Advisors, LLC
8 May Hill Capital, LLC
9 NOLET WEALTH MANAGEMENT, LLC
10 &PARTNERS
11 PATHWISE WEALTH PARTNERS, LLC
12 Optivise Advisory Services LLC
14 Everest Management Corp.
15 Resonant Capital Advisors, LLC
16 MANA FINANCIAL LIFE DESIGN, LLC
17 Commonwealth Financial Services, LLC
18 HANTZ FINANCIAL SERVICES, INC.
19 Hibernia Wealth Partners, LLC
20 Dynasty Wealth Management, LLC
21 Edge Financial Advisors LLC
22 LUTS & GREENLEIGH GROUP, INC
23 TSG ADVICE PARTNERS, LLC
24 Paragon Private Wealth Management, LLC
25 FourThought Financial Partners, LLC
26 Helium Advisors LLC
27 Boulay Financial Advisors, LLC
28 DOVER ADVISORS, LLC
29 Horan Capital Advisors, LLC.
30 PROATHLETE WEALTH MANAGEMENT LLC
31 PROSPERO WEALTH, LLC
32 Stonegate Investment Group, LLC
33 DAUNTLESS ADVISORY, LLC
34 RFG Advisory, LLC
35 Bison Wealth, LLC
36 GLOBAL IMPACT WEALTH MANAGEMENT
37 GRACE FINANCIAL ADVISORS LLC
38 Exponent Wealth Inc.
39 Integrity Wealth Solutions LLC
40 Private Wealth Asset Management, LLC
41 THREE BELL CAPITAL LLC
42 CRESCENT CAPITAL INC / DE
43 Wealth Advisors of Iowa, LLC
44 FWG Holdings, LLC
45 Sanctuary Advisors, LLC
13 INTEGRATED WEALTH CONCEPTS LLC