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Signature - Title
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James DeMeo - Chief Compliance Officer
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Location
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Lake Success, NY
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Holdings as of
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September 30, 2024
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Value $
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$407M
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Num holdings
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132
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Date filed
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10/15/2024, 05:27 PM
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Form type
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13F-HR
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Description
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All US holdings of this investor are reported in this report. Top holdings included SPY, QQQ, AAPL, EFA, and IVV.