| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q3 2023 | 716 | 1,053,899 | 13F-HR | 10/13/2023 | 000180079823000005 | Arkadios Wealth Advisors |
| Q2 2023 | 604 | 859,949 | 13F-HR | 7/26/2023 | 000180079823000004 | Arkadios Wealth Advisors |
| Q1 2023 | 604 | 839,797 | 13F-HR | 5/2/2023 | 000180079823000003 | Arkadios Wealth Advisors |
| Q4 2022 | 564 | 754,395 | 13F-HR | 1/11/2023 | 000180079823000001 | Arkadios Wealth Advisors |
| Q3 2022 | 525 | 659,805 | 13F-HR | 10/21/2022 | 000180079822000004 | Arkadios Wealth Advisors |
| Q2 2022 | 543 | 672,187 | 13F-HR | 7/14/2022 | 000180079822000003 | Arkadios Wealth Advisors |
| Q1 2022 | 554 | 763,506 | 13F-HR | 5/2/2022 | 000180079822000002 | Arkadios Wealth Advisors |
| Q4 2021 | 575 | 755,062 | 13F-HR | 2/3/2022 | 000180079822000001 | Arkadios Wealth Advisors |
| Q3 2021 | 1,952 | 693,607 | 13F-HR | 10/19/2021 | 000180079821000005 | Arkadios Wealth Advisors |
| Q2 2021 | 2,028 | 820,860 | 13F-HR | 7/28/2021 | 000180079821000004 | Arkadios Wealth Advisors |
| Q1 2021 | 1,740 | 607,069 | 13F-HR | 4/26/2021 | 000180079821000003 | Arkadios Wealth Advisors |
| Q4 2020 | 1,472 | 476,638 | 13F-HR | 2/9/2021 | 000180079821000002 | Arkadios Wealth Advisors |
| Q3 2020 | 1,108 | 199,388 | 13F-HR | 11/10/2020 | 000180079820000005 | Arkadios Wealth Advisors |
| Q2 2020 | 1,005 | 180,289 | 13F-HR | 8/10/2020 | 000180079820000004 | Arkadios Wealth Advisors |
| Q1 2020 | 1,204 | 156,892 | 13F-HR | 5/14/2020 | 000180079820000003 | Arkadios Wealth Advisors |
| Q4 2019 | 989 | 166,945 | 13F-HR | 2/14/2020 | 000180079820000002 | Arkadios Wealth Advisors |