Q1 2017 13F Detailed Holdings
-
Location
-
Miami, FL
-
Holdings as of
-
3/31/2017
-
Value ($000)
-
$7,888,934
-
Num holdings
-
13,087
-
Date filed
-
5/15/2017
-
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 |
SECURITIES AMERICA ADVISORS INC |
028-12574 |
2 |
Ladenburg Thalmann Asset Management |
028-13809 |
3 |
KMS FINANCIAL SERVICES, INC |
028-15569 |
4 |
Arbor Point Advisors, LLC |
028-16922 |
5 |
SSN Advisory, Inc. |
028-16924 |
6 |
Triad Hybrid Solutions, LLC |
028-17514 |