Forum Financial Management, LP

Q1 2023 13F Detailed Holdings

Location
Lombard, IL
Holdings as of
3/31/2023
Value ($000)
$3,459,773
Num holdings
739
Date filed
4/19/2023
Form type
13F-HR
Prev filing
1/24/2023
Next filing
7/26/2023
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 Align Wealth Management, LLC 028-22717