Name | Title | City, State | Date |
---|---|---|---|
Rachel Jacobson | Manager, Operations | St. Petersburg, Florida | 2/13/2025 |
Starting with the quarter ending [December 31, 2024], the Reporting Person is filing Form 13F-HR to report the positions in Section 13(f) Securities over which its subsidiaries exercise investment discretion, and the subsidiaries that exercise investment discretion over $100 million in Section 13(f) Securities will file Form 13F-NT and identify the Reporting Person as the "Other Manager Reporting for this Manager." Prior to this quarter, certain of the Reporting Person's subsidiaries had filed Form 13F-HR to report the position in Section 13(f) Securities over which such subsidiary directly or indirectly exercise investment discretion, and certain other subsidiaries filed Form 13F-NT.
Num | Name | Location | File Number |
---|---|---|---|
1 | RAYMOND JAMES & ASSOCIATES | St Petersburg, FL | 028-04393 |
2 | Raymond James Financial Services Advisors, Inc. | St. Petersburg, FL | 028-13494 |
3 | SCOUT INVESTMENTS, INC. | Kansas City, MO | 028-10260 |
4 | ClariVest Asset Management LLC | San Diego, CA | 028-12126 |
5 | EAGLE ASSET MANAGEMENT INC | St Petersburg, FL | 028-01666 |
6 | CHARTWELL INVESTMENT PARTNERS, LLC | Berywn, PA | 028-16224 |
7 | RAYMOND JAMES TRUST N.A. | St. Petersburg, FL | 028-05081 |
8 | RAYMOND JAMES TRUST CO. OF NH | Portsmouth, NH | 028-22532 |
9 | Alaska Permanent Fund Corp | Juneau, AK | 028-20231 |
11 | CARILLON TOWER ADVISERS, INC. | St. Petersburg, FL | 028-18365 |
14 | FIRST TRUST ADVISORS LP | Wheaton, IL | 028-06487 |
15 | PEAR TREE ADVISORS INC | Lincoln, MA | 028-04108 |
16 | TIMOTHY PLAN |