RICHARDSON FINANCIAL SERVICES INC.

Q1 2025 13F Detailed Holdings

Location
Medway, MA
Holdings as of
3/31/2025
Value ($000)
$131,364
Num holdings
1,227
Date filed
5/6/2025
Form type
13F-HR
Prev filing
1/24/2025
Next filing
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 ASSETMARK, INC 028-11546
2 SCHWAB CHARLES CORP
3 CITY NATIONAL ROCHDALE FUNDS
4 Clark Capital Management Group, Inc. 028-11680
5 JPMORGAN CHASE & CO
6 New Frontier Advisors, LLC
7 State Street Global Advisors