Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 400 $27K <0.01% -366 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 395 $26.7K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 386 $26.2K 0.02% new 13F-HR Timeline IMA Advisory Services, Inc. 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