Q2 2023 13F Detailed Holdings
-
Location
-
Ipswich, MA
-
Holdings as of
-
6/30/2023
-
Value ($000)
-
$379,900
-
Num holdings
-
190
-
Date filed
-
7/27/2023
-
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 |
Eric H. Jostrom |
|
2 |
Alexander M. Colby |
|
3 |
Patricia A. Bowlin |
|
4 |
James R. McCall |
|
5 |
Janell Phillips |
|
6 |
David MacDougall |
|