Capital Financial Planning, LLC

Q2 2020 13F Detailed Holdings

Location
Albany, NY
Holdings as of
6/30/2020
Value ($000)
$162,917
Num holdings
96
Date filed
8/6/2020
Form type
13F-HR
Prev filing
4/16/2020
Next filing
11/9/2020
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 Clark Capital
2 Assetmark
3 City National Rochdale