Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
ASA | ASA Gold & Precious Metals Ltd | Deputy CCO | Mar 28, 2025 | |||
N/A | FlowStone Opportunity Fund | Chief Compliance Officer | Jan 1, 2023 | |||
RKMIX | Rockefeller Municipal Opportunities Fund | Chief Compliance Officer | Dec 6, 2024 | |||
N/A | SEG Partners Long/Short Equity Fund | Chief Compliance Officer | Apr 10, 2025 |