Q1 2022 13F Detailed Holdings
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Location
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Larkspur, CA
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Holdings as of
-
3/31/2022
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Value ($000)
-
$587,593
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Num holdings
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71
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Date filed
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4/13/2022
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Form type
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13F-HR
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Note
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Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
Other Managers
Num |
Name |
File Number |
1 |
Lockwood Advisors |
028-11769 |
2 |
Beacon Pointe Advisors, LLC |
028-19009 |
3 |
Beacon Pointe Wealth Advisors, LLC |
028-19008 |