|
Q3 2023
|
169 |
1,314,265 |
13F-HR |
10/11/2023 |
000154457623000006 |
Polaris Wealth Advisory Group, LLC |
|
Q2 2023
|
138 |
1,318,516 |
13F-HR |
8/7/2023 |
000158296823000007 |
Polaris Wealth Advisory Group, LLC |
|
Q1 2023
|
173 |
1,356,098 |
13F-HR |
5/3/2023 |
000158296823000005 |
Polaris Wealth Advisory Group, LLC |
|
Q4 2022
|
173 |
1,342,246 |
13F-HR |
1/19/2023 |
000158296823000001 |
Polaris Wealth Advisory Group, LLC |
|
Q3 2022
|
159 |
1,202,030 |
13F-HR |
10/12/2022 |
000158296822000002 |
Polaris Wealth Advisory Group, LLC |
|
Q2 2022
|
134 |
1,250,971 |
13F-HR |
7/12/2022 |
000158296822000001 |
Polaris Wealth Advisory Group, LLC |
|
Q1 2022
|
157 |
1,497,359 |
13F-HR |
4/19/2022 |
000110465922047179 |
Polaris Wealth Advisory Group, LLC |
|
Q4 2021
|
173 |
1,741,791 |
13F-HR |
1/26/2022 |
000110465922007802 |
Polaris Wealth Advisory Group, LLC |
|
Q3 2021
|
167 |
1,670,919 |
13F-HR |
10/18/2021 |
000110465921127089 |
Polaris Wealth Advisory Group, LLC |
|
Q2 2021
|
170 |
1,683,378 |
13F-HR |
7/22/2021 |
000110465921095077 |
Polaris Wealth Advisory Group, LLC |
|
Q1 2021
|
169 |
1,560,177 |
13F-HR |
4/19/2021 |
000110465921051492 |
Polaris Wealth Advisory Group, LLC |
|
Q4 2020
|
177 |
1,339,038 |
13F-HR |
1/25/2021 |
000110465921007099 |
Polaris Wealth Advisory Group, LLC |
|
Q3 2020
|
154 |
1,063,712 |
13F-HR |
10/15/2020 |
000110465920115249 |
Polaris Wealth Advisory Group, LLC |
|
Q2 2020
|
145 |
1,264,625 |
13F-HR |
7/13/2020 |
000110465920083080 |
Polaris Greystone Financial Group, LLC |
|
Q1 2020
|
120 |
920,192 |
13F-HR |
4/9/2020 |
000110465920044977 |
Polaris Greystone Financial Group, LLC |
|
Q4 2019
|
152 |
1,498,430 |
13F-HR |
1/29/2020 |
000110465920007975 |
Polaris Greystone Financial Group, LLC |
|
Q3 2019
|
146 |
1,224,845 |
13F-HR |
10/9/2019 |
000114420419047758 |
Polaris Greystone Financial Group, LLC |
|
Q2 2019
|
140 |
1,318,988 |
13F-HR |
7/25/2019 |
000114420419035983 |
Polaris Greystone Financial Group, LLC |
|
Q1 2019
|
151 |
1,331,575 |
13F-HR |
4/9/2019 |
000114420419018795 |
Polaris Greystone Financial Group, LLC |
|
Q4 2018
|
143 |
1,063,038 |
13F-HR |
1/17/2019 |
000114420419001962 |
Polaris Greystone Financial Group, LLC |
|
Q3 2018
|
519 |
1,450,325 |
13F-HR |
10/19/2018 |
000114420418054508 |
Polaris Greystone Financial Group, LLC |
|
Q2 2018
|
253 |
1,184,062 |
13F-HR |
7/9/2018 |
000114420418037668 |
Polaris Greystone Financial Group, LLC |
|
Q1 2018
|
466 |
1,226,011 |
13F-HR |
4/9/2018 |
000114420418019767 |
Polaris Greystone Financial Group, LLC |
|
Q4 2017
|
143 |
1,218,090 |
13F-HR |
2/13/2018 |
000114420418007875 |
Polaris Greystone Financial Group, LLC |
|
Q3 2017
|
145 |
1,136,286 |
13F-HR |
11/1/2017 |
000114420417055249 |
Polaris Greystone Financial Group, LLC |
|
Q2 2017
|
121 |
878,783 |
13F-HR |
8/9/2017 |
000114420417041717 |
Polaris Greystone Financial Group, LLC |
|
Q1 2017
|
105 |
916,513 |
13F-HR |
4/26/2017 |
000114420417022052 |
Polaris Greystone Financial Group, LLC |
|
Q4 2016
|
114 |
862,984 |
13F-HR |
1/19/2017 |
000114420417002785 |
Polaris Greystone Financial Group, LLC |
|
Q3 2016
|
109 |
836,988 |
13F-HR |
11/2/2016 |
000114420416131191 |
Polaris Greystone Financial Group, LLC |
|
Q2 2016
|
103 |
644,064 |
13F-HR |
8/2/2016 |
000114420416115895 |
Polaris Greystone Financial Group, LLC |
|
Q1 2016
|
105 |
639,686 |
13F-HR |
4/29/2016 |
000114420416097257 |
Polaris Greystone Financial Group, LLC |
|
Q4 2015
|
140 |
619,552 |
13F-HR |
2/12/2016 |
000114420416081563 |
Polaris Greystone Financial Group, LLC |
|
Q3 2015
|
67 |
488,902 |
13F-HR |
11/10/2015 |
000114420415064200 |
Polaris Wealth Advisers, LLC |
|
Q2 2015
|
68 |
503,146 |
13F-HR |
8/11/2015 |
000114420415048047 |
Polaris Wealth Advisers, LLC |
|
Q1 2015
|
76 |
550,200 |
13F-HR |
5/11/2015 |
000114420415029153 |
Polaris Wealth Advisers, LLC |
|
Q4 2014
|
75 |
486,616 |
13F-HR |
2/13/2015 |
000114420415009120 |
Polaris Wealth Advisers, LLC |
|
Q3 2014
|
67 |
445,486 |
13F-HR |
10/30/2014 |
000114420414063911 |
Polaris Wealth Advisers, LLC |
|
Q2 2014
|
72 |
449,125 |
13F-HR |
8/5/2014 |
000114420414047000 |
Polaris Wealth Advisers, LLC |
|
Q1 2014
|
162 |
427,250 |
13F-HR |
4/28/2014 |
000114420414025012 |
Polaris Wealth Advisers, LLC |
|
Q4 2013
|
189 |
406,601 |
13F-HR |
2/24/2014 |
000114420414011222 |
Polaris Wealth Advisers, LLC |