|
Q1 2023
|
257 |
322,372 |
13F-HR |
5/15/2023 |
000117266123002097 |
Bison Wealth, LLC |
|
Q4 2022
|
270 |
313,088 |
13F-HR |
2/10/2023 |
000117266123000605 |
Bison Wealth, LLC |
|
Q3 2022
|
250 |
254,794 |
13F-HR |
11/14/2022 |
000160658722002347 |
Bison Wealth, LLC |
|
Q2 2022
|
325 |
174,237 |
13F-HR |
7/22/2022 |
000139834422013920 |
Bison Wealth, LLC |
|
Q1 2022
|
364 |
196,094 |
13F-HR |
5/12/2022 |
000139834422009408 |
Bison Wealth, LLC |
|
Q4 2021
|
355 |
171,612 |
13F-HR |
2/2/2022 |
000139834422001871 |
Lakeview Capital Partners, LLC |
|
Q3 2021
|
475 |
218,797 |
13F-HR |
11/3/2021 |
000139834421020884 |
Lakeview Capital Partners, LLC |
|
Q2 2021
|
461 |
228,723 |
13F-HR |
8/2/2021 |
000139834421015282 |
Lakeview Capital Partners, LLC |
|
Q1 2021
|
467 |
233,246 |
13F-HR |
5/5/2021 |
000139834421009757 |
Lakeview Capital Partners, LLC |
|
Q4 2020
|
413 |
214,161 |
13F-HR |
2/11/2021 |
000139834421003009 |
Lakeview Capital Partners, LLC |
|
Q3 2020
|
371 |
170,404 |
13F-HR |
10/16/2020 |
000139834420020175 |
Lakeview Capital Partners, LLC |
|
Q2 2020
|
353 |
158,302 |
13F-HR |
8/3/2020 |
000139834420014864 |
Lakeview Capital Partners, LLC |
|
Q1 2020
|
330 |
137,880 |
13F-HR |
5/4/2020 |
000139834420009142 |
Lakeview Capital Partners, LLC |
|
Q4 2019
|
388 |
208,830 |
RESTATEMENT |
5/4/2020 |
000139834420009144 |
Lakeview Capital Partners, LLC |
|
Q4 2019
|
388 |
208,830 |
13F-HR |
2/5/2020 |
000139834420002206 |
Lakeview Capital Partners, LLC |
|
Q3 2019
|
234 |
180,068 |
13F-HR |
11/4/2019 |
000139834419019040 |
Lakeview Capital Partners, LLC |
|
Q2 2019
|
233 |
171,635 |
13F-HR |
8/5/2019 |
000139834419013451 |
Lakeview Capital Partners, LLC |
|
Q1 2019
|
222 |
162,939 |
13F-HR |
5/9/2019 |
000139834419008260 |
Lakeview Capital Partners, LLC |
|
Q4 2018
|
206 |
137,640 |
13F-HR |
2/8/2019 |
000139834419002283 |
Lakeview Capital Partners, LLC |
|
Q3 2018
|
224 |
152,826 |
13F-HR |
11/9/2018 |
000139834418016231 |
Lakeview Capital Partners, LLC |
|
Q2 2018
|
208 |
134,204 |
13F-HR |
8/9/2018 |
000139834418011453 |
Lakeview Capital Partners, LLC |
|
Q1 2018
|
202 |
131,140 |
13F-HR |
5/8/2018 |
000139834418007069 |
Lakeview Capital Partners, LLC |
|
Q4 2017
|
208 |
135,888 |
13F-HR |
1/29/2018 |
000139834418001067 |
Lakeview Capital Partners, LLC |
|
Q3 2017
|
197 |
124,919 |
13F-HR |
10/27/2017 |
000139834417013760 |
Lakeview Capital Partners, LLC |
|
Q2 2017
|
189 |
121,002 |
13F-HR |
8/1/2017 |
000139834417009370 |
Lakeview Capital Partners, LLC |
|
Q1 2017
|
174 |
115,936 |
13F-HR |
5/11/2017 |
000139834417006237 |
Lakeview Capital Partners, LLC |
|
Q4 2016
|
184 |
117,429 |
13F-HR |
2/6/2017 |
000139834417001402 |
Lakeview Capital Partners, LLC |
|
Q3 2016
|
181 |
118,065 |
13F-HR |
11/14/2016 |
000139834416020653 |
Lakeview Capital Partners, LLC |
|
Q2 2016
|
192 |
166,297 |
13F-HR |
8/11/2016 |
000139834416016482 |
Lakeview Capital Partners, LLC |
|
Q1 2016
|
188 |
155,497 |
13F-HR |
5/3/2016 |
000139834416012761 |
Lakeview Capital Partners, LLC |
|
Q4 2015
|
234 |
175,402 |
13F-HR |
2/16/2016 |
000139834416009919 |
Lakeview Capital Partners, LLC |
|
Q3 2015
|
221 |
151,997 |
13F-HR |
11/5/2015 |
000139834415007388 |
Lakeview Capital Partners, LLC |
|
Q2 2015
|
248 |
171,447 |
13F-HR |
8/13/2015 |
000139834415005257 |
Lakeview Capital Partners, LLC |
|
Q1 2015
|
226 |
164,680 |
13F-HR |
5/14/2015 |
000139834415003269 |
Lakeview Capital Partners, LLC |
|
Q4 2014
|
198 |
132,057 |
13F-HR |
2/12/2015 |
000139834415000917 |
Lakeview Capital Partners, LLC |