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Institutional Investment Manager
GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC
GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC (CIK: 0001622852). Institutional holdings reported to the SEC.
Institutional Holdings (2016Q3)
Portfolio Summary: 453 holdings with a total value of $253,345,000.
#
Name
Shares
Value ($)
%
Options
Notes
451 CAPSTEAD MTG CORP COM NO PAR 100 0 0.00%
452 RMR GROUP INC 6 0 0.00%
453 SMUCKER J M CO 1 0 0.00%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001622852-16-000008, filed 2016.11.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.