Q4 2019 13F Detailed Holdings
-
Location
-
Scottsdale, AZ
-
Holdings as of
-
12/31/2019
-
Value ($000)
-
$688,238
-
Num holdings
-
438
-
Date filed
-
1/24/2020
-
Form type
-
13F-HR
-
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 |
Robinson, Tigue, Sponcil & Associates, LLC |
028-16530 |
| 2 |
Integrated Financial Planning, P.C. |
|
| 3 |
Dynamic Advisor Solutions LLC |
028-15808 |