Q2 2020 13F Detailed Holdings
-
Location
-
Cornelius, NC
-
Holdings as of
-
6/30/2020
-
Value ($000)
-
$215,038
-
Num holdings
-
393
-
Date filed
-
8/13/2020
-
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 |
Global Financial Private Capital, LLC |
028-18046 |
2 |
AssetMark, Inc. |
028-11546 |