Sym | Issuer Name | Cl | CUSIP | Value ($000) | % | Shares | Principal | Option Type | Discretion | Other Manager | Sole | Shared | None |
---|
Num | Name | File Number |
---|---|---|
1 | Crowell Weedon | |
2 | D.A. Davidson | 028-07602 |
3 | DavidsonTrust | 028-10302 |
4 | Envestnet | |
5 | Equitas | |
6 | First American Bank | |
7 | FundQuest | |
8 | Stephens | |
9 | TD Ameritrade | |
10 | Wedbush Morgan |