Capital Financial Planning, LLC

Q4 2020 13F Detailed Holdings

Location
Albany, NY
Holdings as of
12/31/2020
Value ($000)
$207,256
Num holdings
108
Date filed
2/8/2021
Form type
13F-HR
Prev filing
11/9/2020
Next filing
4/27/2021
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 Clark Capital
2 City National Rochdale
3 Assetmark