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Signature - Title
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Daniel J. Tachiera - Chief Compliance Officer
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Location
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Walnut Creek, CA
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Holdings as of
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September 30, 2022
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Value $
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$72.2M
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Num holdings
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53
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Date filed
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10/28/2022, 03:23 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 FFBB, USMT, FBMS, GRRB, and SSBK.
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Options Holdings
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Showing stock holdings,
see here
for options holdings