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Signature - Title
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Wade Balliet - Executive Vice President-Wealth Management Group
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Location
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Monterey Park, CA
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Holdings as of
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June 30, 2022
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Value $
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$789M
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Num holdings
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213
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Date filed
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8/2/2022, 12:49 PM
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Form type
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13F-HR
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Description
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All US holdings of this investor are reported in this report. Top holdings included AAPL, MSFT, GOOGL, AMZN, and SPY.