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Institutional Investment Manager
YORKBRIDGE WEALTH PARTNERS, LLC
YORKBRIDGE WEALTH PARTNERS, LLC (CIK: 0001696064). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 910 holdings with a total value of $169,386,000.
#
Name
Shares
Value ($)
%
Options
Notes
901 COMMUNICATIONS SALES&LEAS 10 0 0.00%
902 BLACKROCK CR ALLOCATION INCO 12 0 0.00%
903 DONNELLEY FINL SOLUTIONS INC 25 0 0.00%
904 COMMERCEHUB INC COM SER A 1 0 0.00%
905 WINDSTREAM HLDGS INC 8 0 0.00%
906 BROOKFIELD PPTY PARTNERS L P 14 0 0.00%
907 PIMCO STRATEGIC INCOME FD 5 0 0.00%
908 UNISYS CORP 2 0 0.00%
909 LIBERTY GLOBAL PLC 0 0 0.00%
910 ENBRIDGE ENERGY MANAGEMENT LLC SHS UNITS LLI 1 0 0.00%
Page 19 of 19

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001696064-17-000001, filed 2017.05.05).

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.