RICHARDSON FINANCIAL SERVICES INC.

Q2 2024 13F Detailed Holdings

Location
Medway, MA
Holdings as of
6/30/2024
Value ($000)
$138,866
Num holdings
1,273
Date filed
8/12/2024
Form type
13F-HR
Prev filing
5/3/2024
Next filing
10/24/2024
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 Rochdale Investment Management LLC 028-5392
2 Clark Capital Management Group, Inc 028-11680
3 ENVESTNET ASSET MANAGEMENT INC 028-13411