[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"current-user-roles":3,"user-subscription":3,"filing:49bb79d21c6cda7f10ff4bc88411227d4c995b733c3a65f2655a4ac03966ab25":4},null,["Reactive",5],{"id":6,"pdfUrl":7,"documentUrl":3,"politicianName":8,"politicianSlug":9,"politicianPhotoUrl":10,"filingDate":11,"filingType":12,"transactions":13,"updatedAt":545},"49bb79d21c6cda7f10ff4bc88411227d4c995b733c3a65f2655a4ac03966ab25","https:\u002F\u002Fdisclosures-clerk.house.gov\u002Fpublic_disc\u002Ffinancial-pdfs\u002F2019\u002F10040067.pdf","Harley Rouda","harley-rouda","https:\u002F\u002Fwww.congress.gov\u002Fimg\u002Fmember\u002Fr000616_200.jpg","2021-05-04","Amendment",[14,21,27,34,38,44,50,55,59,63,68,71,76,79,83,87,91,95,98,102,107,110,113,115,118,123,127,131,134,139,142,145,148,151,154,157,159,162,164,167,170,174,179,183,186,188,191,195,197,201,204,207,210,214,218,221,223,226,228,231,234,238,242,245,249,252,255,258,260,263,265,268,272,274,276,279,282,286,289,291,293,296,300,302,305,307,310,313,315,318,321,325,327,331,333,337,340,342,344,347,349,351,353,355,357,359,362,364,367,370,372,374,376,379,383,386,389,392,394,396,400,403,407,410,415,417,420,422,424,426,429,432,434,436,438,441,444,448,450,453,457,459,462,464,467,471,473,476,478,482,484,486,489,493,496,500,503,505,507,510,513,515,518,521,523,525,529,532,536,539,541,543],{"asset":15,"ticker":16,"transactionType":17,"transactionDate":18,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":20},"Corient IRA ⇒ DFA INTERNATIONAL VALUE PRTF INSTL (DFIVX) [MF]","DFIVX","S (partial)","2019-05-07","$1,001 - $15,000","fc1699ed-da19-480b-aaa1-30c1c2f8076a",{"asset":22,"ticker":23,"transactionType":17,"transactionDate":24,"notificationDate":3,"amount":25,"filingStatus":3,"details":3,"guid":26},"Wells Fargo Brokerage ⇒ PROSHARES TRUST ETF ULTRASHORT FTSE CHINA 50 NEW LEVERAGE -2X (FXP) [EF]","FXP","2019-05-10","$250,001 - $500,000","f5aead7c-fa55-4a39-bd31-35747d819245",{"asset":28,"ticker":29,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":33},"Corient IRA ⇒ VANGUARD S&P 500 GROWTH E (VOOG) [EF]","VOOG","S","2019-10-31","$15,001 - $50,000","aab5d587-0f5c-4ece-81fa-a9750f974f7c",{"asset":35,"ticker":29,"transactionType":30,"transactionDate":36,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":37},"Corient Capital Partners LLC Brokerage ⇒ VANGUARD S&P 500 GROWTH ETF (VOOG) [EF]","2019-11-05","61b3a91b-4a1d-4b1a-a3fd-0ea0f8c9cdb6",{"asset":39,"ticker":40,"transactionType":41,"transactionDate":42,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":43},"Corient Capital Partners LLC Brokerage ⇒ DFA US SMALL CAP VALUE PRTF INSTL (DFSVX) [MF]","DFSVX","P","2019-03-21","3ee77eb6-ee16-4ac9-aa8b-fd7fc49ae85e",{"asset":45,"ticker":46,"transactionType":41,"transactionDate":47,"notificationDate":3,"amount":48,"filingStatus":3,"details":3,"guid":49},"Armchair Investments LLC ⇒ Corient Capital Partners LLC Armchair Investments LLC Defined Benefit Plan ⇒ JPMORGAN STRATEGIC INCOME OPPS - CL I (JSOSX) [MF]","JSOSX","2019-09-25","$50,001 - $100,000","19ee9efd-6747-4f1d-92c6-6114774c527b",{"asset":51,"ticker":52,"transactionType":41,"transactionDate":53,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":54},"Corient IRA ⇒ PIMCO INCOME CL I2 + (PONPX) [MF]","PONPX","2019-11-04","9ee0df62-a790-49a7-8603-502d2817771e",{"asset":56,"ticker":23,"transactionType":17,"transactionDate":57,"notificationDate":3,"amount":25,"filingStatus":3,"details":3,"guid":58},"Wells Fargo IRA ⇒ PROSHARES TRUST ETF ULTRASHORT FTSE CHINA 50 NEW LEVERAGE -2X (FXP) [EF]","2019-08-05","a45d4f42-1421-4c15-ae82-16488aa019e8",{"asset":60,"ticker":61,"transactionType":41,"transactionDate":36,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":62},"Corient Capital Partners LLC Brokerage ⇒ PIONEER MULTI-ASSET ULTRASHORT INCOME Y (MYFRX) [MF]","MYFRX","c1d4603e-cabe-4353-a4ea-d60f588fd67d",{"asset":64,"ticker":65,"transactionType":17,"transactionDate":66,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":67},"Armchair Investments LLC ⇒ Corient Capital Partners LLC Armchair Investments LLC Defined Benefit Plan ⇒ Fidelity Government Cash Reserves (FDRXX) [MF]","FDRXX","2019-09-20","b076e884-95b0-413f-beaf-95b7c6979e1d",{"asset":69,"ticker":40,"transactionType":41,"transactionDate":47,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":70},"Armchair Investments LLC ⇒ Corient Capital Partners LLC Armchair Investments LLC Defined Benefit Plan ⇒ DFA US SMALL CAP VALUE PRTF INSTL (DFSVX) [MF]","9411711f-ac05-4b5a-a08d-9fecdd9b2719",{"asset":72,"ticker":73,"transactionType":41,"transactionDate":74,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":75},"Corient Brokerage Account ⇒ VANGUARD ADMIRAL FDS INC S&P 500 VALUE (VOOV) [EF]","VOOV","2019-02-22","fe1ad17f-1759-473c-8f94-909b8f8ccbce",{"asset":77,"ticker":29,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":78},"Corient Brokerage Account ⇒ VANGUARD S&P 500 GROWTH ETF (VOOG) [EF]","7f138a26-4a89-41b6-ada2-5519c7cc17fc",{"asset":80,"ticker":81,"transactionType":17,"transactionDate":53,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":82},"Armchair Investments LLC ⇒ Corient Capital Partners LLC Armchair Investments LLC Defined Benefit Plan ⇒ INVESCO EQUALLY WEIGHTED S&P 500 Y (VADDX) [MF]","VADDX","8edc73da-03f4-4dae-8e81-a5e3792ff2b9",{"asset":84,"ticker":85,"transactionType":30,"transactionDate":53,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":86},"Corient Capital Partners LLC Brokerage ⇒ DFA US SMALL CAP VALUE PRTF INSTL (DFXVX) [MF]","DFXVX","2749c747-2b35-4f79-98ca-be076383f8c7",{"asset":22,"ticker":23,"transactionType":17,"transactionDate":88,"notificationDate":3,"amount":89,"filingStatus":3,"details":3,"guid":90},"2019-05-01","$100,001 - $250,000","c652bfa9-267e-4b7c-b1bb-eb17d0521a47",{"asset":22,"ticker":23,"transactionType":41,"transactionDate":92,"notificationDate":3,"amount":93,"filingStatus":3,"details":3,"guid":94},"2019-06-20","$500,001 - $1,000,000","1541d632-553c-4f62-b23e-c4365520d519",{"asset":96,"ticker":73,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":97},"Corient IRA ⇒ VANGUARD ADMIRAL FDS INC S&P 500 VALUE (VOOV) [EF]","096f0a3f-223f-4ebf-a2a8-03a26258abe7",{"asset":99,"ticker":100,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":101},"Corient Brokerage Account ⇒ DFA U.S. SMALL CAP GROWTH PORT INSTL (DSCGX) [MF]","DSCGX","eb91983a-220c-49a5-8738-34496da3981f",{"asset":103,"ticker":104,"transactionType":41,"transactionDate":105,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":106},"Corient Brokerage Account ⇒ ANGEL OAK MULTI STRATEGY INC INSTL (ANGIX) [MF]","ANGIX","2019-11-01","cdbe0601-36b7-48d9-8c77-1297cf6e9a77",{"asset":22,"ticker":23,"transactionType":41,"transactionDate":108,"notificationDate":3,"amount":48,"filingStatus":3,"details":3,"guid":109},"2019-03-19","a6100033-2c8a-4f21-af46-e96d2ae3abcb",{"asset":22,"ticker":23,"transactionType":41,"transactionDate":111,"notificationDate":3,"amount":25,"filingStatus":3,"details":3,"guid":112},"2019-01-09","bf2c1e12-66ff-40ca-9a57-8e1b9376f3f8",{"asset":72,"ticker":73,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":114},"59840e41-35d2-4df3-9532-66d7a0779f74",{"asset":22,"ticker":23,"transactionType":41,"transactionDate":116,"notificationDate":3,"amount":93,"filingStatus":3,"details":3,"guid":117},"2019-06-21","3520e1b3-d125-4e4c-9b9c-972f5cf8223e",{"asset":119,"ticker":120,"transactionType":41,"transactionDate":121,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":122},"Armchair Investments LLC ⇒ Corient Capital Partners LLC Armchair Investments LLC Defined Benefit Plan ⇒ RIVERNORTH\u002FDOUBLE LINE STRATEGIC INC I (RNSIX) [MF]","RNSIX","2019-11-06","4daf01ce-0ed7-423b-89ad-5c26b8ac8171",{"asset":124,"ticker":125,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":126},"Corient Brokerage Account ⇒ ABERDEEN ULTRA SHORT MUNICIPAL INC INSTL (ATOIX) [MF]","ATOIX","23c89640-7616-43d1-a580-4d1f938fbdf5",{"asset":128,"ticker":129,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":130},"Corient IRA ⇒ SPDR S&P MIDCAP 400 ETF TR UTSER1 (MDY) [EF]","MDY","5f24e051-beec-4677-b29d-096cefe3760e",{"asset":132,"ticker":61,"transactionType":17,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":133},"Corient IRA ⇒ PIONEER MULTI-ASSET ULTRASHORT INCOME Y (MYFRX) [MF]","6587d96d-16aa-442e-a4f8-98b6f678654b",{"asset":135,"ticker":136,"transactionType":30,"transactionDate":137,"notificationDate":3,"amount":89,"filingStatus":3,"details":3,"guid":138},"Wells Fargo IRA ⇒ Rocky Brands, Inc. (RCKY) [ST]","RCKY","2019-02-28","73dbed57-2d6e-45cb-9779-ab4b30e88728",{"asset":140,"ticker":129,"transactionType":41,"transactionDate":74,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":141},"Corient Brokerage Account ⇒ SPDR S&P MIDCAP 400 ETF TR UTSER1 (MDY) [EF]","a51b5620-baa1-4c2d-aca7-59c06fb9ff9f",{"asset":143,"ticker":100,"transactionType":17,"transactionDate":53,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":144},"Armchair Investments LLC ⇒ Corient Capital Partners LLC Armchair Investments LLC Defined Benefit Plan ⇒ DFA U.S. SMALL CAP GROWTH PORT INSTL (DSCGX) [MF]","1e1e7646-0c40-474a-8b6f-b4acc5fd38f8",{"asset":146,"ticker":65,"transactionType":41,"transactionDate":53,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":147},"Corient Brokerage Account ⇒ Fidelity Government Cash Reserves (FDRXX) [MF]","4a3d1cad-637f-424d-9410-d282587094b2",{"asset":35,"ticker":29,"transactionType":41,"transactionDate":149,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":150},"2019-03-22","e2692f68-2ecc-4a3a-9341-04baf9fe397e",{"asset":132,"ticker":61,"transactionType":17,"transactionDate":152,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":153},"2019-01-24","b9b23577-2be8-484a-a1bc-8a5e9dd92016",{"asset":22,"ticker":23,"transactionType":17,"transactionDate":155,"notificationDate":3,"amount":93,"filingStatus":3,"details":3,"guid":156},"2019-06-25","847d0484-14ae-486f-9e2e-c9f2141a6d2b",{"asset":64,"ticker":65,"transactionType":17,"transactionDate":47,"notificationDate":3,"amount":48,"filingStatus":3,"details":3,"guid":158},"c2b949fa-ca86-48b3-93c6-02142c09f76c",{"asset":64,"ticker":65,"transactionType":17,"transactionDate":160,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":161},"2019-09-24","1d77dd74-686e-4e5b-90ef-7290b8a5f88e",{"asset":146,"ticker":65,"transactionType":17,"transactionDate":105,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":163},"7e5d0f48-475f-49df-b50a-9510c22c1d16",{"asset":165,"ticker":61,"transactionType":41,"transactionDate":121,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":166},"Armchair Investments LLC ⇒ Corient Capital Partners LLC Armchair Investments LLC Defined Benefit Plan ⇒ PIONEER MULTI-ASSET ULTRASHORT INCOME Y (MYFRX) [MF]","122076bb-d74f-4cdb-85ac-8e0ba120a154",{"asset":168,"ticker":73,"transactionType":30,"transactionDate":36,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":169},"Corient Capital Partners LLC Brokerage ⇒ VANGUARD ADMIRAL FDS INC S&P 500 VALUE (VOOV) [EF]","f0b06dfd-7df0-461c-9892-e1c404afa215",{"asset":171,"ticker":172,"transactionType":41,"transactionDate":152,"notificationDate":3,"amount":89,"filingStatus":3,"details":3,"guid":173},"Armchair Investments LLC ⇒ Corient Capital Partners LLC Armchair Investments LLC Defined Benefit Plan ⇒ PRINCIPAL PREFERRED SECURITIES INSTL (PPSIX) [MF]","PPSIX","0296f970-3e64-4d74-8a75-75a3a2c6fa81",{"asset":175,"ticker":176,"transactionType":30,"transactionDate":177,"notificationDate":3,"amount":25,"filingStatus":3,"details":3,"guid":178},"Wells Fargo IRA ⇒ PROSHARES TR II ETF ULTA BLOOMBERG CRUDE OIL 2017 (UCO) [EF]","UCO","2019-01-04","2cba5541-c10c-4b4d-8e7e-557a1a90fc9c",{"asset":180,"ticker":181,"transactionType":41,"transactionDate":18,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":182},"Corient IRA ⇒ DFA International LR CAP GR PORT INSTL (DILRX) [MF]","DILRX","50b7d7ed-75a3-4136-b1c5-dda2c2e79169",{"asset":184,"ticker":104,"transactionType":41,"transactionDate":121,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":185},"Armchair Investments LLC ⇒ Corient Capital Partners LLC Armchair Investments LLC Defined Benefit Plan ⇒ ANGEL OAK MULTI STRATEGY INC INSTL (ANGIX) [MF]","54c33188-67e8-41d6-89af-3c67f45e8549",{"asset":119,"ticker":120,"transactionType":41,"transactionDate":47,"notificationDate":3,"amount":48,"filingStatus":3,"details":3,"guid":187},"f4eb50e7-e67e-46e3-b13e-b594acfc1483",{"asset":189,"ticker":176,"transactionType":17,"transactionDate":92,"notificationDate":3,"amount":93,"filingStatus":3,"details":3,"guid":190},"Wells Fargo Brokerage ⇒ PROSHARES TR II ETF ULTA BLOOMBERG CRUDE OIL 2017 (UCO) [EF]","b12321e7-fef0-4984-baf3-0c8ab73e351d",{"asset":192,"ticker":193,"transactionType":41,"transactionDate":53,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":194},"Corient IRA ⇒ DFA EMERGING MRKTS CORE EQU PORTF + (DFCEX) [MF]","DFCEX","df39c503-53be-4d20-99f9-0e464a274819",{"asset":69,"ticker":40,"transactionType":17,"transactionDate":53,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":196},"11c31c30-4eae-41af-bdee-4d74cc1215ba",{"asset":198,"ticker":199,"transactionType":41,"transactionDate":53,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":200},"Corient IRA ⇒ NUVEEN WINSLOW LARGE - CAP GROWTH I SHRS+ (NVLIX) [MF]","NVLIX","dcbba244-c7e6-4cb4-82ac-0127e85ef2a0",{"asset":202,"ticker":46,"transactionType":41,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":203},"Corient Brokerage Account ⇒ JPMORGAN STRATEGIC INCOME OPPS - CL I (JSOSX) [MF]","a81a718f-ee25-47ff-9083-ad8b24f00314",{"asset":22,"ticker":23,"transactionType":41,"transactionDate":205,"notificationDate":3,"amount":89,"filingStatus":3,"details":3,"guid":206},"2019-04-05","b29110d3-ebb0-42ff-87a0-bd8d5e796b80",{"asset":208,"ticker":100,"transactionType":30,"transactionDate":53,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":209},"Corient Capital Partners LLC Brokerage ⇒ DFA U.S. SMALL CAP GROWTH PORT INSTL (DSCGX) [MF]","159a0d11-e0d2-4c3c-85e9-3b4ab6881d94",{"asset":211,"ticker":212,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":213},"Corient Brokerage Account ⇒ DFA INTERNATIONAL CORE EQUITY (DFIEX) [MF]","DFIEX","3025dac2-e546-4891-9ecf-241ad7ca3900",{"asset":215,"ticker":216,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":217},"Corient IRA ⇒ DFA INTERNATIONAL SM CAP GROWTH PORT INSTL (DISMX) [MF]","DISMX","20f3dc20-99f0-49d1-be78-7ff9c384895a",{"asset":64,"ticker":65,"transactionType":41,"transactionDate":219,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":220},"2019-10-01","c456907a-a088-4b45-970d-75ad3b2779bf",{"asset":64,"ticker":65,"transactionType":17,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":222},"99800894-2764-4868-992f-a1ecae7d18d9",{"asset":224,"ticker":212,"transactionType":41,"transactionDate":47,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":225},"Armchair Investments LLC ⇒ Corient Capital Partners LLC Armchair Investments LLC Defined Benefit Plan ⇒ DFA INTERNATIONAL CORE EQUITY (DFIEX) [MF]","b52a15cb-b9bc-45df-90ed-928c82b0b60f",{"asset":184,"ticker":104,"transactionType":41,"transactionDate":47,"notificationDate":3,"amount":48,"filingStatus":3,"details":3,"guid":227},"dda7523b-e9a2-4359-a51d-09f44bd6f64d",{"asset":229,"ticker":3,"transactionType":41,"transactionDate":47,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":230},"Armchair Investments LLC ⇒ Corient Capital Partners LLC Armchair Investments LLC Defined Benefit Plan ⇒ CAA-MONTAUK TRIGUARD VIII ACCESS FUND LP [HE]","9ecb4096-9d54-4d2e-ae76-855425405ac1",{"asset":64,"ticker":65,"transactionType":17,"transactionDate":232,"notificationDate":3,"amount":48,"filingStatus":3,"details":3,"guid":233},"2019-09-26","e68f9447-7345-4e69-9bc8-21371cc1e248",{"asset":235,"ticker":236,"transactionType":41,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":237},"Corient Brokerage Account ⇒ MAINSTAY MACKAY HIGH YIELD MUNI BD CL I (MMHIX) [MF]","MMHIX","eb1f13ce-27b5-4d56-9b16-9c78690d322b",{"asset":239,"ticker":240,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":241},"Corient Brokerage Account ⇒ TRANSAMERICA SHORT-TERM BOND CL I (TSTIX) [MF]","TSTIX","7dd125b6-ebc9-4a70-bc60-67ada88a70db",{"asset":243,"ticker":100,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":244},"Corient IRA ⇒ DFA U.S. SMALL CAP GROWTH PORT INSTL (DSCGX) [MF]","8507c60c-b065-46b0-a4a7-fbcf822b69eb",{"asset":246,"ticker":247,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":248},"Corient Brokerage Account ⇒ LORD ABBETT SHORT DURATION INCOME CL I (LLDYX) [MF]","LLDYX","4fb353e4-69c8-4a03-b428-f6afc64eef0c",{"asset":80,"ticker":81,"transactionType":41,"transactionDate":250,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":251},"2019-12-13","cdaeeeef-3d03-4369-ac5a-69a4d0cf371e",{"asset":22,"ticker":23,"transactionType":41,"transactionDate":177,"notificationDate":3,"amount":253,"filingStatus":3,"details":3,"guid":254},"$1,000,001 - $5,000,000","8b4c077b-9857-492f-bf52-7edfad34eceb",{"asset":256,"ticker":104,"transactionType":41,"transactionDate":36,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":257},"Corient Capital Partners LLC Brokerage ⇒ ANGEL OAK MULTI STRATEGY INC INSTL (ANGIX) [MF]","5bf74e4e-976c-47fc-855d-448926471e24",{"asset":45,"ticker":46,"transactionType":41,"transactionDate":121,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":259},"25cd4c96-1a0d-4758-95f2-2e1eef3ac971",{"asset":261,"ticker":129,"transactionType":41,"transactionDate":149,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":262},"Corient Capital Partners LLC Brokerage ⇒ SPDR S&P MIDCAP 400 ETF TR UTSER1 (MDY) [EF]","84d3de6e-31ec-46db-991f-afc3d1efd0b7",{"asset":143,"ticker":100,"transactionType":41,"transactionDate":47,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":264},"1f29e30e-77a0-4236-8484-0489f3dab276",{"asset":266,"ticker":46,"transactionType":41,"transactionDate":36,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":267},"Corient Capital Partners LLC Brokerage ⇒ JPMORGAN STRATEGIC INCOME OPPS - CL I (JSOSX) [MF]","670978fe-78b9-4797-b1f3-5db8764f359e",{"asset":269,"ticker":23,"transactionType":41,"transactionDate":270,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":271},"Wells Fargo IRA (2) ⇒ PROSHARES TRUST ETF ULTRASHORT FTSE CHINA 50 NEW LEVERAGE -2X (FXP) [EF]","2019-06-19","99ac5895-4b46-4d55-83fe-f402e25f4455",{"asset":64,"ticker":65,"transactionType":41,"transactionDate":160,"notificationDate":3,"amount":89,"filingStatus":3,"details":3,"guid":273},"1f1a66a0-9bd4-4f5e-9ec0-caa8ac81ccb3",{"asset":215,"ticker":216,"transactionType":41,"transactionDate":18,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":275},"d47b3609-1bca-4443-ab4c-80a1bf102e3b",{"asset":277,"ticker":212,"transactionType":30,"transactionDate":53,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":278},"Corient Capital Partners LLC Brokerage ⇒ DFA INTERNATIONAL CORE EQUITY (DFIEX) [MF]","8938a413-e946-4028-a97f-2574ab658213",{"asset":280,"ticker":73,"transactionType":41,"transactionDate":232,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":281},"Armchair Investments LLC ⇒ Corient Capital Partners LLC Armchair Investments LLC Defined Benefit Plan ⇒ VANGUARD ADMIRAL FDS INC S&P 500 VALUE (VOOV) [EF]","4cbb5de7-0d11-45ee-8214-c7334e0f82d1",{"asset":283,"ticker":284,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":285},"Corient IRA ⇒ DFA US MICRO CAP PRTF INSTL (DFSCX) [MF]","DFSCX","504ab323-dfc8-4939-a34e-ddf51bee643d",{"asset":287,"ticker":129,"transactionType":41,"transactionDate":232,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":288},"Armchair Investments LLC ⇒ Corient Capital Partners LLC Armchair Investments LLC Defined Benefit Plan ⇒ SPDR S&P MIDCAP 400 ETF TR UTSER1 (MDY) [EF]","4808fc3e-7028-4bb6-89ab-6e381b61e44a",{"asset":189,"ticker":176,"transactionType":30,"transactionDate":177,"notificationDate":3,"amount":253,"filingStatus":3,"details":3,"guid":290},"10df9077-c628-4402-a0af-401c81b4258d",{"asset":80,"ticker":81,"transactionType":41,"transactionDate":47,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":292},"d8ab6d1a-b149-421a-9b23-0862d0825b1e",{"asset":294,"ticker":65,"transactionType":17,"transactionDate":53,"notificationDate":3,"amount":89,"filingStatus":3,"details":3,"guid":295},"Corient IRA ⇒ Fidelity Government Cash Reserves (FDRXX) [MF]","20d3306c-5b4a-4a58-8895-0f5042488eea",{"asset":297,"ticker":298,"transactionType":41,"transactionDate":31,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":299},"Corient Brokerage Account ⇒ MAINSTAY MACKAY TAX FREE BOND CLASS I (MTBIX) [MF]","MTBIX","954cebf8-9fc7-4bf1-bcdd-e7d23b7819b1",{"asset":64,"ticker":65,"transactionType":17,"transactionDate":36,"notificationDate":3,"amount":89,"filingStatus":3,"details":3,"guid":301},"9a52322b-0d0d-4cac-9070-c2493b4287ce",{"asset":303,"ticker":81,"transactionType":30,"transactionDate":53,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":304},"Corient Capital Partners LLC Brokerage ⇒ INVESCO EQUALLY WEIGHTED S&P 500 Y (VADDX) [MF]","0efbf528-dbfe-497b-9b45-8c8ed4ead554",{"asset":64,"ticker":65,"transactionType":17,"transactionDate":121,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":306},"7a9f97ea-92b5-4858-89f2-fb8ed25bf4e7",{"asset":308,"ticker":85,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":309},"Corient IRA ⇒ DFA US SMALL CAP VALUE PRTF INSTL (DFXVX) [MF]","05545243-bda2-4399-8e08-68dd4d68a274",{"asset":189,"ticker":176,"transactionType":41,"transactionDate":311,"notificationDate":3,"amount":25,"filingStatus":3,"details":3,"guid":312},"2019-05-31","1f1208c7-6712-450f-b840-e1756c0a11bf",{"asset":64,"ticker":65,"transactionType":17,"transactionDate":47,"notificationDate":3,"amount":89,"filingStatus":3,"details":3,"guid":314},"1da5db79-ee39-4fb3-8ea8-a6c485e6f0d0",{"asset":269,"ticker":23,"transactionType":41,"transactionDate":316,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":317},"2019-07-02","76b0c360-c009-4ba8-9529-bbaa51f1a851",{"asset":319,"ticker":136,"transactionType":30,"transactionDate":205,"notificationDate":3,"amount":89,"filingStatus":3,"details":3,"guid":320},"Wells Fargo Brokerage ⇒ Rocky Brands, Inc. (RCKY) [ST]","437ea6e3-d8b6-49e6-9d2b-5c8a973cee9d",{"asset":322,"ticker":3,"transactionType":41,"transactionDate":323,"notificationDate":3,"amount":253,"filingStatus":3,"details":3,"guid":324},"Corient Capital Partners LLC Brokerage ⇒ CIM OPPORTUNITY ZONE FUND LP [HE]","2019-06-27","de20d2ca-c4d7-4aed-99c0-24351d68d560",{"asset":208,"ticker":100,"transactionType":41,"transactionDate":42,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":326},"dd524bdf-7c1b-4ccf-bb5f-594da279718b",{"asset":328,"ticker":329,"transactionType":17,"transactionDate":18,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":330},"Corient IRA ⇒ DFA INTERNATIONAL SMALL CAP VALUE (DISVX) [MF]","DISVX","4b9b0fbd-c157-4cac-819d-777d4bab3674",{"asset":165,"ticker":61,"transactionType":17,"transactionDate":152,"notificationDate":3,"amount":48,"filingStatus":3,"details":3,"guid":332},"ea0c9177-9cbe-4d35-abf9-9fe74a917615",{"asset":334,"ticker":136,"transactionType":41,"transactionDate":335,"notificationDate":3,"amount":48,"filingStatus":3,"details":3,"guid":336},"Corient Capital Partners LLC Brokerage ⇒ Rocky Brands, Inc. (RCKY) [ST]","2019-02-11","e5622a40-8ce0-43c2-8e00-0b2444397f27",{"asset":269,"ticker":23,"transactionType":30,"transactionDate":338,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":339},"2019-05-13","8b7de471-bf0f-427b-a9bb-9ae1372ff2fa",{"asset":64,"ticker":65,"transactionType":41,"transactionDate":53,"notificationDate":3,"amount":89,"filingStatus":3,"details":3,"guid":341},"2eb9ba0d-45e2-4970-836b-7a9328c265e1",{"asset":64,"ticker":65,"transactionType":41,"transactionDate":36,"notificationDate":3,"amount":48,"filingStatus":3,"details":3,"guid":343},"451ad107-e4cb-46b0-afcf-8d0b7746b294",{"asset":345,"ticker":172,"transactionType":17,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":346},"Corient IRA ⇒ PRINCIPAL SPECTRUM PREF CAPT SEC INC I (PPSIX) [MF]","8dd50396-489b-421e-8aa3-5c058f3cf70c",{"asset":77,"ticker":29,"transactionType":41,"transactionDate":74,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":348},"beed7838-9fd7-4ed4-9e9b-c795d5e6a12a",{"asset":224,"ticker":212,"transactionType":17,"transactionDate":36,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":350},"352483a6-6e89-4c40-bebe-28d8a42029cf",{"asset":64,"ticker":65,"transactionType":41,"transactionDate":160,"notificationDate":3,"amount":89,"filingStatus":3,"details":3,"guid":352},"31e311dc-47c6-4876-b32a-36f6856c03ee",{"asset":64,"ticker":65,"transactionType":41,"transactionDate":66,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":354},"e8e88928-d495-4853-94f0-29f3f2555f5b",{"asset":22,"ticker":23,"transactionType":17,"transactionDate":338,"notificationDate":3,"amount":93,"filingStatus":3,"details":3,"guid":356},"2958c10b-0497-4dfa-9c1c-51903608ed6b",{"asset":280,"ticker":73,"transactionType":17,"transactionDate":36,"notificationDate":3,"amount":48,"filingStatus":3,"details":3,"guid":358},"590951ea-fca0-4b18-be58-f16b6f9bfc58",{"asset":360,"ticker":120,"transactionType":41,"transactionDate":53,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":361},"Corient IRA ⇒ RIVERNORTH\u002FDOUBLE LINE STRATEGIC INC I (RNSIX) [MF]","45ec4fd6-7861-4483-a180-f6827e6f125b",{"asset":56,"ticker":23,"transactionType":41,"transactionDate":205,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":363},"f15a9285-7a4b-499d-bb5d-269f4a875b9f",{"asset":22,"ticker":23,"transactionType":17,"transactionDate":365,"notificationDate":3,"amount":25,"filingStatus":3,"details":3,"guid":366},"2019-09-03","35462f00-0305-402a-b043-b28401ac4696",{"asset":368,"ticker":46,"transactionType":17,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":369},"Corient IRA ⇒ JPMORGAN STRATEGIC INCOME OPPS - CL I (JSOSX) [MF]","3c08ac49-6a64-44fa-94ea-55fac89185a7",{"asset":287,"ticker":129,"transactionType":17,"transactionDate":36,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":371},"685eaff1-e6ba-4a05-a4de-e944389ff920",{"asset":168,"ticker":73,"transactionType":41,"transactionDate":149,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":373},"02da13dd-2f5e-4e8e-9f51-77d5bbbd66ac",{"asset":303,"ticker":81,"transactionType":41,"transactionDate":42,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":375},"c5ca3e8a-1c1c-4233-811a-273d93eeb869",{"asset":99,"ticker":100,"transactionType":41,"transactionDate":377,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":378},"2019-02-21","3eb81e6d-ea6d-468a-8e14-8875ab1e20fb",{"asset":380,"ticker":136,"transactionType":30,"transactionDate":381,"notificationDate":3,"amount":89,"filingStatus":3,"details":3,"guid":382},"Rocky Brands, Inc. (RCKY) [ST]","2019-09-10","2a4ad68a-2568-4aef-84e0-90de2fda097a",{"asset":334,"ticker":136,"transactionType":30,"transactionDate":384,"notificationDate":3,"amount":25,"filingStatus":3,"details":3,"guid":385},"2019-03-05","d215391f-de3b-491d-8cc3-2a1286c1ef20",{"asset":387,"ticker":247,"transactionType":41,"transactionDate":53,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":388},"Corient IRA ⇒ LORD ABBETT SHORT DURATION INCOME CL (LLDYX) [MF]","b68788b7-c5e2-4513-97cf-03fac4c3af8a",{"asset":189,"ticker":176,"transactionType":41,"transactionDate":390,"notificationDate":3,"amount":25,"filingStatus":3,"details":3,"guid":391},"2019-06-05","bb589387-90fa-483b-826b-4bb18e6cf050",{"asset":140,"ticker":129,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":393},"4dab5a78-af1a-4488-8afa-8cad6200ba9d",{"asset":211,"ticker":212,"transactionType":41,"transactionDate":377,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":395},"0a6adc0f-a8f1-4f8f-a37a-a64341c1bd31",{"asset":397,"ticker":398,"transactionType":41,"transactionDate":53,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":399},"Corient IRA ⇒ AMG MANAGERS DOUBLE CORE PLUS BOND I+ (ADLIX) [MF]","ADLIX","6b2eec89-fcf8-4596-81e8-f162f76ca539",{"asset":401,"ticker":120,"transactionType":41,"transactionDate":105,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":402},"Corient Brokerage Account ⇒ RIVERNORTH\u002FDOUBLE LINE STRATEGIC INC I (RNSIX) [MF]","d8882d5e-ec93-4753-bcb8-dffa0569b5c2",{"asset":404,"ticker":405,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":406},"Corient IRA ⇒ DFA EMERGING MARKETS SMALL CAP (DEMSX) [MF]","DEMSX","567a1be0-9e1a-4d24-8044-49af258a976b",{"asset":56,"ticker":23,"transactionType":41,"transactionDate":408,"notificationDate":3,"amount":89,"filingStatus":3,"details":3,"guid":409},"2019-03-01","2c4c6669-a3d4-4e5c-a779-8c02a540e133",{"asset":411,"ticker":412,"transactionType":30,"transactionDate":413,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":414},"Corient Capital Partners LLC Brokerage ⇒ UTG, Inc. (UTGN) [ST]","UTGN","2019-03-20","c1b853a2-2ae5-4585-bb1e-0a8bf108a336",{"asset":64,"ticker":65,"transactionType":30,"transactionDate":47,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":416},"4b9d5f57-e33a-4de7-a2e0-0bfe2c68024a",{"asset":22,"ticker":23,"transactionType":41,"transactionDate":418,"notificationDate":3,"amount":48,"filingStatus":3,"details":3,"guid":419},"2019-01-25","f40a2b35-6983-44fd-a661-c47ac6780370",{"asset":180,"ticker":181,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":421},"d8e6b65a-4e69-40f6-adc1-d952cd4aa6ce",{"asset":15,"ticker":16,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":423},"5eadba1b-7ead-4818-a077-508a852cec24",{"asset":261,"ticker":129,"transactionType":30,"transactionDate":36,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":425},"1dd57f67-8412-4789-a259-f337819122eb",{"asset":427,"ticker":176,"transactionType":30,"transactionDate":205,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":428},"Wells Fargo IRA (2) ⇒ PROSHARES TR II ETF ULTA BLOOMBERG CRUDE OIL 2017 (UCO) [EF]","09ac6a7b-46ca-4071-99ae-fd3f35d2b173",{"asset":430,"ticker":40,"transactionType":41,"transactionDate":377,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":431},"Corient Brokerage Account ⇒ DFA US SMALL CAP VALUE PRTF INSTL (DFSVX) [MF]","9734a4d9-fbd1-44ac-a2db-1029a436935c",{"asset":64,"ticker":65,"transactionType":41,"transactionDate":36,"notificationDate":3,"amount":89,"filingStatus":3,"details":3,"guid":433},"87dec5de-56d2-4dff-ae8a-1e9381b7f664",{"asset":184,"ticker":104,"transactionType":17,"transactionDate":152,"notificationDate":3,"amount":48,"filingStatus":3,"details":3,"guid":435},"4f176c96-4ec5-48bb-bb36-292ed98f2685",{"asset":189,"ticker":176,"transactionType":30,"transactionDate":116,"notificationDate":3,"amount":48,"filingStatus":3,"details":3,"guid":437},"2de23082-ed93-4407-99ec-c1f0fa25baad",{"asset":56,"ticker":23,"transactionType":41,"transactionDate":439,"notificationDate":3,"amount":25,"filingStatus":3,"details":3,"guid":440},"2019-10-11","6fe911e9-d970-44e6-830f-b3f716e587fd",{"asset":442,"ticker":104,"transactionType":17,"transactionDate":152,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":443},"Corient IRA ⇒ ANGEL OAK MULTI STRATEGY INC INSTL (ANGIX) [MF]","23f8e9b3-be69-44c6-92a4-9fe63cf1be55",{"asset":445,"ticker":446,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":447},"Corient Brokerage Account ⇒ VICTORY INCORE LOW DURATION BD CL Y (RSDYX) [MF]","RSDYX","9171e311-4573-42c8-8a36-a1e26ec34a96",{"asset":269,"ticker":23,"transactionType":41,"transactionDate":205,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":449},"b6048745-267e-4942-888c-15b5f60465d8",{"asset":451,"ticker":329,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":452},"Corient Brokerage Account ⇒ DFA INTERNATIONAL SMALL CAP VALUE (DISVX) [MF]","b9d6a86b-09e6-4c4a-a6ab-5b5ad19cf3bf",{"asset":454,"ticker":455,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":456},"Corient IRA ⇒ DFA EMERGING MARKETS PORTFOLIO (DFEMX) [MF]","DFEMX","e92bc88d-5622-4d7a-9dd0-d3e771c68171",{"asset":294,"ticker":65,"transactionType":41,"transactionDate":105,"notificationDate":3,"amount":89,"filingStatus":3,"details":3,"guid":458},"ab357ddd-371b-4d58-8b2c-b80f3ac700c4",{"asset":460,"ticker":81,"transactionType":41,"transactionDate":377,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":461},"Corient Brokerage Account ⇒ INVESCO EQUALLY WEIGHTED S&P 500 Y (VADDX) [MF]","f3747c22-6191-41b0-887b-6e698e9efcbb",{"asset":165,"ticker":61,"transactionType":41,"transactionDate":47,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":463},"ee5303a4-8174-47af-9fc1-8059c2188499",{"asset":22,"ticker":23,"transactionType":41,"transactionDate":465,"notificationDate":3,"amount":25,"filingStatus":3,"details":3,"guid":466},"2019-02-12","514b311f-6854-45e6-8485-b9ebaf12b057",{"asset":468,"ticker":469,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":470},"Corient IRA ⇒ DIMENSIONAL EMERGING MKTS VAL PRTF INSTL (DFEVX) [MF]","DFEVX","1f2fbf93-beea-45da-83c3-1f47450cd213",{"asset":22,"ticker":23,"transactionType":41,"transactionDate":316,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":472},"e2237129-a50e-4fd5-85e7-fa66bc857af1",{"asset":474,"ticker":120,"transactionType":41,"transactionDate":36,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":475},"Corient Capital Partners LLC Brokerage ⇒ RIVERNORTH\u002FDOUBLE LINE STRATEGIC INC I (RNSIX) [MF]","4fd12d0b-3ff0-425d-abf4-320ae57f1176",{"asset":345,"ticker":172,"transactionType":41,"transactionDate":152,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":477},"5fb7ba93-8384-481b-a756-ccfcab25e162",{"asset":479,"ticker":480,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":481},"Corient Brokerage Account ⇒ VIRTUS SEIX US GOVT SEC ULTRA SHORT BD I (SIGVX) [MF]","SIGVX","47adee95-0b29-4cb7-a770-95661335edbc",{"asset":442,"ticker":104,"transactionType":17,"transactionDate":105,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":483},"14fc2fda-5eed-44fb-9a79-81a2bb7da970",{"asset":146,"ticker":65,"transactionType":41,"transactionDate":105,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":485},"7e64d457-5f01-480f-8568-e06e00c09c93",{"asset":487,"ticker":172,"transactionType":41,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":488},"Corient Brokerage Account ⇒ PRINCIPAL SPECTRUM PREF CAPT SEC INC I (PPSIX) [MF]","77a250d6-08ad-465d-b919-0d7c2df9524b",{"asset":490,"ticker":491,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":492},"Corient Brokerage Account ⇒ FEDERATED MUNI ULTRA SHORT CL IS (FMUSX) [MF]","FMUSX","43129a06-531f-419e-baad-ffead97201c8",{"asset":494,"ticker":212,"transactionType":41,"transactionDate":53,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":495},"Corient IRA ⇒ DFA INTERNATIONAL CORE EQUITY+ (DFIEX) [MF]","31048575-0813-4893-a1e3-7889de6618d1",{"asset":497,"ticker":498,"transactionType":41,"transactionDate":53,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":499},"Corient IRA ⇒ DFA US CORE EQUITY I + (DFEOX) [MF]","DFEOX","8bc284d4-3025-4a88-8419-341b3d30e136",{"asset":501,"ticker":236,"transactionType":41,"transactionDate":36,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":502},"Corient Capital Partners LLC Brokerage ⇒ MAINSTAY MACKAY HIGH YIELD MUNI BD CL I (MMHIX) [MF]","dae86147-556e-4e00-a602-a24c0b6919fb",{"asset":460,"ticker":81,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":504},"bd20541e-4a31-48bf-adfa-aa4e28de7a6d",{"asset":22,"ticker":23,"transactionType":41,"transactionDate":74,"notificationDate":3,"amount":48,"filingStatus":3,"details":3,"guid":506},"3735952a-c2f5-4bed-a6c8-b6543b41a05a",{"asset":508,"ticker":172,"transactionType":41,"transactionDate":36,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":509},"Corient Capital Partners LLC Brokerage ⇒ PRINCIPAL SPECTRUM PREF CAPT SEC INC I (PPSIX) [MF]","d3427e87-5b29-4e0e-84a9-e482e05ebc34",{"asset":511,"ticker":40,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":512},"Corient Brokerage Account ⇒ DFA US SMALL CAP VALUE PRTF INSTLDFA US SMALL CAP VALUE PRTF INSTL (DFSVX) [MF]","0c928239-3ff5-4ee1-adcb-35d794737aa9",{"asset":277,"ticker":212,"transactionType":41,"transactionDate":42,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":514},"9752ddb7-3c34-4e7a-86c8-41a06fa61096",{"asset":516,"ticker":29,"transactionType":17,"transactionDate":36,"notificationDate":3,"amount":48,"filingStatus":3,"details":3,"guid":517},"Armchair Investments LLC ⇒ Corient Capital Partners LLC Armchair Investments LLC Defined Benefit Plan ⇒ Vanguard S&P 500 Growth ETF (VOOG) [EF]","1b5a5c79-cc83-4e6a-9d99-b44f7880a065",{"asset":519,"ticker":81,"transactionType":30,"transactionDate":31,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":520},"Corient IRA ⇒ INVESCO EQUALLY WEIGHTED S&P 500 Y (VADDX) [MF]","40ae02d8-fea8-4bdd-a717-7c964267c6d6",{"asset":516,"ticker":29,"transactionType":41,"transactionDate":232,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":522},"c1834aff-b496-4553-9917-cde85baf5cba",{"asset":56,"ticker":23,"transactionType":41,"transactionDate":177,"notificationDate":3,"amount":25,"filingStatus":3,"details":3,"guid":524},"e11834f7-4c3e-4f5f-abe2-ee24e09e442f",{"asset":526,"ticker":527,"transactionType":41,"transactionDate":53,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":528},"Corient IRA ⇒ ARISTOTLE VALUE EQUITY FUND CL I+ (ARSQX) [MF]","ARSQX","37d1c940-c1a2-43a3-80ea-015ea70d596e",{"asset":64,"ticker":65,"transactionType":41,"transactionDate":530,"notificationDate":3,"amount":25,"filingStatus":3,"details":3,"guid":531},"2019-09-16","5fbda1de-1501-4110-bef2-2d11dc3a6bab",{"asset":533,"ticker":534,"transactionType":41,"transactionDate":53,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":535},"Corient IRA ⇒ AAM\u002FBAHL & GAYNOR INCOME GROWTH CL I + (AFNIX) [MF]","AFNIX","9c42a36a-89e8-4672-829a-d17d82c667cc",{"asset":537,"ticker":61,"transactionType":41,"transactionDate":31,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":538},"Corient Brokerage Account ⇒ PIONEER MULTI-ASSET ULTRASHORT INCOME Y (MYFRX) [MF]","14841c75-7151-46f9-9589-7b371ec616b8",{"asset":171,"ticker":172,"transactionType":41,"transactionDate":121,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":540},"5b3780e3-9c43-458f-aff0-05ed5a9cce66",{"asset":224,"ticker":212,"transactionType":41,"transactionDate":323,"notificationDate":3,"amount":19,"filingStatus":3,"details":3,"guid":542},"d35ca0a5-e8f4-46ac-9244-80bb60e4a1ac",{"asset":171,"ticker":172,"transactionType":41,"transactionDate":47,"notificationDate":3,"amount":32,"filingStatus":3,"details":3,"guid":544},"9ea00406-c1ca-41cc-94f5-50a07b0b5cd6","2026-10-02T08:45:03.018Z"]