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Shaheen & Associates DBA Whitney & Co 589 $263K 0.02% +2 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 589 $263K 0.14% +11 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 589 $263K 0.12% +69 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 588 $263K 0.01% -73,320 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 587 $263K 0.07% +26 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 586 $262K 0.07% -1 13F-HR Timeline Great Lakes Retirement, Inc. 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