Q1 2024 13F Detailed Holdings
-
Location
-
Larkspur, CA
-
Holdings as of
-
3/31/2024
-
Value ($000)
-
$472,149
-
Num holdings
-
40
-
Date filed
-
4/18/2024
-
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 |
Lockwood Advisors |
028-11769 |
| 2 |
Beacon Pointe Advisors, LLC |
028-19009 |
| 3 |
Beacon Pointe Wealth Advisors, LLC |
028-19008 |
| 4 |
Advisory Services Network, LLC |
028-15454 |
| 5 |
Mariner Wealth Advisors |
028-13550 |
| 6 |
Signature Estate and Investment Advisors, LLC |
028-15248 |
| 7 |
First Long Island Investors |
028-13892 |