NorthRock Partners, LLC

The portfolio is highly diversified, holding 871 total positions, which indicates a risk-managed approach likely focused on wealth management or multi-asset strategies. The firm appears to utilize a "core-satellite" or "overlay" strategy, where the bulk of the portfolio is invested in broad-market ETFs to capture beta, supplemented by specific sector and single-stock selections to generate alpha. The concentration is relatively low, with the top 10 holdings accounting for approximately 48.5% of the total portfolio value, and the largest single position representing 7.63%.

2. Key Holdings