| Name | Title | City, State | Date |
|---|---|---|---|
| HEATHER ENGLAND | CHIEF COMPLIANCE OFFICER | San Diego, California | 14 Nov 2024 |
HOYLECOHEN, LLC WAS ACQUIRED BY THE COLONY GROUP, LLC ON 9/1. THEIR HOLDING DATA FOR Q3 2024 WAS REPORTED BY THE COLONY GROUP, LLC.
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| COLONY GROUP LLC | $6,657,171,000 | Boston, MA | 028-04819 |