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Private Client Services

Latest statistics and disclosures from Private Client Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IEFA, VWO, IBHF, SPY, and represent 25.62% of Private Client Services's stock portfolio.
Added to shares of these 10 stocks: GJAN, IBHF, SGOV, SBAR, EJAN, RSP, NBIX, IBDR, APP, INOV.
Started 38 new stock positions in ABT, JLL, VDE, FEM, LQTI, DUK, DOW, SGVT, CRUS, AOR.
Reduced shares in these 10 stocks: SHY, GOCT, COWG, , SPY, EOCT, BDC, IOCT, ILMN, BRK.A.
Sold out of its positions in BDC, BA, BKNG, COF, CAH, FEP, FPE, GOCT, XYLD, ILMN. EOCT, IOCT, IBM, ISRG, AOM, JMST, LDOS, MRVL, PANW, HOOD, XLC, USFR, SPOT.
Private Client Services was a net buyer of stock by $18M.
Private Client Services has $335M in assets under management (AUM), dropping by 4.53%.
Central Index Key (CIK): 0001457005

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Portfolio Holdings for Private Client Services

Private Client Services holds 208 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.7	$36M	+3%	55k	653.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.3	$21M	+3%	232k	90.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.2	$11M	+3%	195k	54.05	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	2.9	$9.6M	+55%	418k	22.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.7	$8.9M	-18%	14k	650.34	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	2.5	$8.4M		249k	33.74	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.5	$8.2M	+3%	29k	287.18	View chart
Ssga Active Etf Tr State Street Mul (RLY)	2.4	$8.1M	+2%	224k	36.15	View chart
Ishares Tr S&p 100 Etf (OEF)	2.4	$8.0M		25k	318.07	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.3	$7.6M		77k	99.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.2	$7.5M		102k	73.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$7.2M	+8%	13k	577.17	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.9	$6.3M	+11%	24k	261.92	View chart
Apple (AAPL)	1.6	$5.2M	+3%	21k	253.79	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.3	$4.2M	+5%	84k	49.95	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	1.3	$4.2M	-4%	199k	21.10	View chart
Pacer Fds Tr Emrg Mkt Cash (ECOW)	1.2	$4.1M	+34%	154k	26.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	1.2	$3.9M	NEW	93k	41.91	View chart
NVIDIA Corporation (NVDA)	1.1	$3.7M	+6%	21k	174.40	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.1	$3.7M		65k	56.68	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$3.7M	+9%	13k	286.86	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.1	$3.6M		136k	26.61	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.1	$3.5M	+351%	35k	100.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.0	$3.4M	+119%	18k	191.92	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.0	$3.3M		55k	59.19	View chart
Microsoft Corporation (MSFT)	0.9	$3.1M	+17%	8.4k	370.15	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.9	$3.1M		72k	42.44	View chart
Spdr Series Trust State Street Spd (BIL)	0.9	$3.0M	-11%	33k	91.64	View chart
JPMorgan Chase & Co. (JPM)	0.9	$3.0M	+26%	10k	294.17	View chart
Comfort Systems USA (FIX)	0.9	$2.9M	-17%	2.1k	1379.23	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.9	$2.9M		50k	58.18	View chart
Nextpower Class A Com (NXT)	0.8	$2.8M	-5%	23k	120.55	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$2.7M	-3%	4.5k	597.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$2.5M		13k	191.81	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.8	$2.5M	+2%	120k	21.04	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.8	$2.5M	+3%	51k	49.46	View chart
Amazon (AMZN)	0.8	$2.5M	+2%	12k	208.27	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$2.4M	+6%	23k	106.15	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$2.2M	+6%	44k	49.89	View chart
Exelixis (EXEL)	0.6	$2.1M	+5%	48k	42.89	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.6	$2.0M	NEW	82k	24.54	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$2.0M		4.6k	430.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.9M	+4%	6.5k	287.57	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.6	$1.9M	NEW	55k	33.93	View chart
Broadcom (AVGO)	0.5	$1.8M	+32%	5.8k	309.52	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.5	$1.7M	+19%	34k	51.50	View chart
Spdr Series Trust State Street Spd (JNK)	0.5	$1.7M		17k	95.72	View chart
Neurocrine Biosciences (NBIX)	0.5	$1.6M	NEW	13k	131.74	View chart
Affiliated Managers (AMG)	0.5	$1.6M	+6%	5.7k	276.70	View chart
Spdr Series Trust State Street Spd (SPYV)	0.5	$1.5M		27k	56.58	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$1.5M	+3%	24k	62.56	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.5	$1.5M	NEW	62k	24.24	View chart
Meta Platforms Cl A (META)	0.4	$1.5M	+39%	2.6k	572.04	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$1.5M	+54%	48k	30.32	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.4	$1.5M	-67%	43k	33.74	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$1.4M		15k	97.13	View chart
New York Times Cl A (NYT)	0.4	$1.4M	-3%	17k	83.73	View chart
Spdr Series Trust State Street Spd (SPYG)	0.4	$1.4M	-2%	14k	97.91	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$1.3M	+57%	16k	79.27	View chart
Wal-Mart Stores (WMT)	0.4	$1.2M	+4%	9.6k	124.27	View chart
Applovin Corp Com Cl A (APP)	0.3	$1.1M	NEW	2.8k	398.00	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	0.3	$1.1M	+8%	84k	13.13	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.3	$1.1M	NEW	32k	34.69	View chart
Honeywell International (HON)	0.3	$1.1M	NEW	4.8k	226.04	View chart
Palantir Technologies Cl A (PLTR)	0.3	$1.0M	-10%	7.0k	146.28	View chart
AZZ Incorporated (AZZ)	0.3	$1.0M	-3%	8.1k	125.13	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$942k	+3%	11k	88.16	View chart
Acuity Brands (AYI)	0.3	$940k	+20%	3.4k	280.22	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$896k	+11%	3.8k	237.65	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$866k		4.8k	181.44	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$864k	+160%	16k	55.52	View chart
Raytheon Technologies Corp (RTX)	0.2	$835k	+29%	4.3k	192.89	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$828k	+51%	12k	68.28	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$814k	-4%	6.1k	132.89	View chart
Maplebear (CART)	0.2	$812k	+17%	22k	37.46	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$796k		4.1k	196.20	View chart
Sprott Asset Management Physical Silver (PSLV)	0.2	$795k		33k	24.39	View chart
Cirrus Logic (CRUS)	0.2	$788k	NEW	5.4k	144.62	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$781k	-83%	9.5k	82.57	View chart
Exxon Mobil Corporation (XOM)	0.2	$779k	-40%	4.6k	169.67	View chart
Abbvie (ABBV)	0.2	$776k	NEW	3.6k	217.48	View chart
Eli Lilly & Co. (LLY)	0.2	$765k		831.00	919.97	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$762k	+2%	36k	20.96	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$761k	-7%	22k	35.44	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$730k	+53%	16k	47.03	View chart
Costco Wholesale Corporation (COST)	0.2	$725k		728.00	996.26	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$718k	-50%	1.00	718140.00	View chart
Sprouts Fmrs Mkt (SFM)	0.2	$709k	NEW	9.2k	77.13	View chart
F5 Networks (FFIV)	0.2	$694k	+23%	2.4k	289.33	View chart
Adtalem Global Ed (ATGE)	0.2	$686k	+36%	6.0k	115.25	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$671k	+27%	11k	61.26	View chart
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL)	0.2	$665k	NEW	14k	47.91	View chart
Visa Com Cl A (V)	0.2	$664k	+2%	2.2k	302.30	View chart
Sezzle (SEZL)	0.2	$649k	NEW	10k	63.29	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.2	$645k		27k	23.87	View chart
Dow (DOW)	0.2	$641k	NEW	15k	41.65	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$616k		3.3k	184.29	View chart
Pegasystems (PEGA)	0.2	$613k	-53%	14k	42.56	View chart
Kla Corp Com New (KLAC)	0.2	$613k	NEW	416.00	1473.73	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$611k		4.1k	148.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$599k	+12%	1.4k	436.91	View chart
Chevron Corporation (CVX)	0.2	$591k	+42%	2.9k	206.87	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$591k	+2%	12k	50.95	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$589k		845.00	697.50	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$584k	+20%	12k	50.61	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$554k	-2%	11k	50.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$551k		1.7k	320.89	View chart
Philip Morris International (PM)	0.2	$543k	+72%	3.3k	165.33	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$531k		2.4k	218.76	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$531k	-4%	5.7k	93.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$524k	-11%	1.1k	479.20	View chart
Tesla Motors (TSLA)	0.2	$518k	+6%	1.4k	371.75	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$517k		1.4k	367.44	View chart
Spdr Series Trust State Street Spd (HYMB)	0.2	$516k	+6%	21k	24.80	View chart
Alps Etf Tr Equal Sec Etf (EQL)	0.2	$514k	+29%	11k	47.56	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$513k		1.3k	383.36	View chart
Oracle Corporation (ORCL)	0.2	$508k	+17%	3.5k	147.10	View chart
Altria (MO)	0.1	$502k	-23%	7.6k	65.99	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$491k	+16%	21k	22.95	View chart
Home Depot (HD)	0.1	$487k	+37%	1.5k	328.82	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$480k		9.4k	50.84	View chart
Johnson & Johnson (JNJ)	0.1	$479k	+16%	2.0k	244.44	View chart
Mastercard Incorporated Cl A (MA)	0.1	$465k	+2%	931.00	499.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$461k	+4%	7.2k	64.08	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$460k	+28%	1.4k	337.93	View chart
Stock Yards Ban (SYBT)	0.1	$456k		6.9k	66.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$435k	-5%	14k	30.68	View chart
Micron Technology (MU)	0.1	$433k	NEW	1.3k	337.93	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$431k	+7%	4.3k	100.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$428k	+2%	1.7k	247.98	View chart
McKesson Corporation (MCK)	0.1	$421k	+4%	486.00	865.96	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.1	$420k	+55%	19k	21.71	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$416k	+34%	898.00	463.35	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$413k		9.5k	43.59	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$383k	-10%	2.6k	145.72	View chart
Netflix (NFLX)	0.1	$380k	-19%	3.9k	96.15	View chart
Jones Lang LaSalle Incorporated (JLL)	0.1	$378k	NEW	1.2k	304.32	View chart
Dominion Resources (D)	0.1	$360k	-4%	5.8k	61.82	View chart
At&t (T)	0.1	$350k	+2%	12k	28.99	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$348k	+26%	6.9k	50.62	View chart
First Tr Exchange-traded Vest Investment (LQTI)	0.1	$347k	NEW	18k	19.58	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$344k	-6%	4.0k	86.93	View chart
Charles Schwab Corporation (SCHW)	0.1	$341k		3.6k	93.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$338k	-5%	5.0k	67.53	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.1	$338k	+18%	8.8k	38.58	View chart
Caterpillar (CAT)	0.1	$338k		477.00	707.97	View chart
Intuit (INTU)	0.1	$337k		779.00	432.26	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$336k		2.4k	141.43	View chart
Merck & Co (MRK)	0.1	$335k	+37%	2.8k	120.27	View chart
Ge Vernova (GEV)	0.1	$334k	+2%	382.00	873.20	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$328k	NEW	9.1k	35.90	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$326k	-3%	3.5k	92.35	View chart
Marathon Petroleum Corp (MPC)	0.1	$310k	-3%	1.3k	244.26	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.1	$308k		6.1k	50.62	View chart
Nextera Energy (NEE)	0.1	$307k	NEW	3.3k	92.87	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$307k	-3%	6.2k	49.81	View chart
Evercore Class A (EVR)	0.1	$305k	-64%	1.0k	298.51	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.1	$305k	-20%	9.0k	34.05	View chart
Schwab Strategic Tr Government Money (SGVT)	0.1	$300k	NEW	3.0k	100.72	View chart
TJX Companies (TJX)	0.1	$298k		1.9k	159.71	View chart
Deere & Company (DE)	0.1	$296k		525.00	563.42	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$295k		6.6k	44.85	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$293k		3.8k	77.11	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$290k	-11%	2.6k	110.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$289k		1.3k	215.06	View chart
Cisco Systems (CSCO)	0.1	$289k	+4%	3.7k	77.59	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$287k		14k	20.75	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$285k	-3%	3.7k	76.54	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$285k		11k	26.26	View chart
Vanguard World Energy Etf (VDE)	0.1	$280k	NEW	1.6k	173.02	View chart
Blue Ridge Bank (BRBS)	0.1	$277k		66k	4.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$273k	-8%	2.2k	124.30	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$264k	+4%	7.4k	35.59	View chart
Coca-Cola Company (KO)	0.1	$259k	+8%	3.4k	76.05	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.1	$253k	+3%	5.0k	50.58	View chart
Lowe's Companies (LOW)	0.1	$250k	+9%	1.1k	236.24	View chart
Goldman Sachs (GS)	0.1	$249k	NEW	295.00	845.40	View chart
McDonald's Corporation (MCD)	0.1	$248k	+10%	799.00	310.72	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)	0.1	$245k		5.0k	49.52	View chart
FedEx Corporation (FDX)	0.1	$245k	NEW	687.00	356.22	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$245k	NEW	14k	17.30	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$244k	+3%	5.8k	42.31	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$242k	NEW	3.8k	64.35	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$242k	+6%	14k	17.15	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$241k	+16%	6.6k	36.22	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$237k	NEW	5.6k	42.54	View chart
Ssga Active Tr State Street Us (XLSR)	0.1	$232k	-3%	4.0k	57.74	View chart
AFLAC Incorporated (AFL)	0.1	$231k		2.1k	109.70	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.1	$231k		4.1k	56.26	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$225k	NEW	2.4k	92.76	View chart
Kroger (KR)	0.1	$224k	NEW	3.1k	72.37	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$222k	-12%	9.6k	23.22	View chart
Advanced Micro Devices (AMD)	0.1	$221k		1.1k	203.43	View chart
Abbott Laboratories (ABT)	0.1	$218k	NEW	2.1k	102.65	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.1	$215k	NEW	7.2k	29.95	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$214k		2.7k	78.27	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$210k	+2%	11k	18.94	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$209k	NEW	6.1k	34.41	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$209k	NEW	892.00	234.03	View chart
Duke Energy Corp Com New (DUK)	0.1	$208k	NEW	1.6k	130.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$206k	NEW	6.1k	33.77	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$205k		8.6k	23.87	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$205k	NEW	4.0k	50.81	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$203k	+8%	14k	14.95	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$203k	NEW	4.0k	50.63	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$202k		2.9k	70.36	View chart
Cohen & Steers Quality Income Realty (RQI)	0.1	$193k	NEW	16k	12.05	View chart
The Real Brokerage Com New (REAX)	0.0	$57k	-32%	23k	2.50	View chart

Past Filings by Private Client Services

SEC 13F filings are viewable for Private Client Services going back to 2023

Private Client Services 2026 Q1 filed April 6, 2026
Private Client Services 2025 Q4 filed Jan. 7, 2026
Private Client Services 2025 Q3 filed Oct. 14, 2025
Private Client Services 2025 Q2 filed July 1, 2025
Private Client Services 2025 Q1 filed April 8, 2025
Private Client Services 2024 Q4 filed Jan. 8, 2025
Private Client Services 2024 Q3 filed Oct. 3, 2024
Private Client Services 2024 Q2 filed July 29, 2024
Private Client Services 2024 Q1 filed May 10, 2024
Private Client Services 2023 Q4 filed Jan. 30, 2024

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