Forum Private Client Group 13F filings and top holdings and stakes

Forum Private Client Group as of Sept. 30, 2023

Portfolio Holdings for Forum Private Client Group

Forum Private Client Group holds 3 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Diamond Offshore Drilli (DO)	77.7	$10M	701k	14.68
Nuveen Multi-Strategy Income & Growth (JPC)	21.0	$2.8M	440k	6.33
Summit Midstream Partners Com Unit Ltd (SMLP)	1.3	$171k	12k	13.85

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