Sym | Issuer Name | Cl | CUSIP | Value ($000) | % | Shares | Principal | Option Type | Discretion | Other Manager | Sole | Shared | None |
---|
Num | Name | File Number |
---|---|---|
1 | D.A. Davidson | 028-07602 |
2 | Davidson Trust | 028-10302 |
3 | EnvestNet | |
4 | First American Bank | |
5 | Stephens | |
6 | TD Ameritrade |