Dakota Wealth Management

Q2 2021 13F Detailed Holdings

Location
Palm Beach Gardens, FL
Holdings as of
6/30/2021
Value ($000)
$839,956
Num holdings
439
Date filed
8/2/2021
Form type
13F-HR
Prev filing
5/10/2021
Next filing
11/15/2021
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 Dakota Wealth Management 028-16362
2 First Fiduciary Investment Counsel, Inc. 028-07360
3 Karpus Management, Inc. 028-11445
4 POLEN CAPITAL MANAGEMENT LLC 028-03687