|
Q1 2023
|
251 |
1,060,317 |
13F-HR |
4/14/2023 |
000108514623001674 |
Transform Wealth, LLC |
|
Q4 2022
|
217 |
891,964 |
13F-HR |
1/12/2023 |
000108514623000096 |
Transform Wealth, LLC |
|
Q3 2022
|
184 |
769,215 |
13F-HR |
10/20/2022 |
000108514622003538 |
Transform Wealth, LLC |
|
Q2 2022
|
199 |
672,152 |
13F-HR |
7/15/2022 |
000108514622002408 |
Transform Wealth, LLC |
|
Q1 2022
|
221 |
892,031 |
13F-HR |
4/25/2022 |
000108514622001538 |
Transform Wealth, LLC |
|
Q4 2021
|
218 |
957,438 |
13F-HR |
1/25/2022 |
000108514622000321 |
Transform Wealth, LLC |
|
Q3 2021
|
223 |
872,338 |
RESTATEMENT |
10/28/2021 |
000108514621002919 |
Transform Wealth, LLC |
|
Q3 2021
|
222 |
860,516 |
13F-HR |
10/15/2021 |
000108514621002799 |
Transform Wealth, LLC |
|
Q2 2021
|
224 |
818,969 |
13F-HR |
7/19/2021 |
000108514621002029 |
Transform Wealth, LLC |
|
Q1 2021
|
196 |
498,527 |
13F-HR |
4/21/2021 |
000108514621001268 |
Transform Wealth, LLC |
|
Q4 2020
|
196 |
478,245 |
13F-HR |
1/20/2021 |
000108514621000186 |
Transform Wealth, LLC |
|
Q3 2020
|
215 |
620,257 |
13F-HR |
10/21/2020 |
000108514620002589 |
Transform Wealth, LLC |
|
Q2 2020
|
224 |
583,814 |
13F-HR |
7/22/2020 |
000108514620001850 |
Transform Wealth, LLC |
|
Q1 2020
|
206 |
469,008 |
13F-HR |
4/30/2020 |
000108514620001265 |
Transform Wealth, LLC |
|
Q4 2019
|
227 |
630,630 |
13F-HR |
1/24/2020 |
000108514620000287 |
Transform Wealth, LLC |
|
Q3 2019
|
210 |
563,422 |
13F-HR |
10/24/2019 |
000108514619002625 |
Carnick & Kubik Group, LLC |
|
Q2 2019
|
231 |
680,297 |
13F-HR |
7/30/2019 |
000108514619002004 |
Carnick & Kubik Group, LLC |
|
Q1 2019
|
165 |
538,304 |
13F-HR |
4/12/2019 |
000108514619001171 |
Carnick & Kubik Group, LLC |
|
Q4 2018
|
182 |
486,027 |
13F-HR |
1/30/2019 |
000108514619000265 |
Carnick & Kubik Group, LLC |
|
Q3 2018
|
194 |
576,512 |
13F-HR |
10/25/2018 |
000108514618002390 |
Carnick & Kubik Group, LLC |
|
Q2 2018
|
215 |
552,823 |
13F-HR |
8/3/2018 |
000108514618001817 |
Carnick & Kubik Group, LLC |
|
Q1 2018
|
236 |
526,091 |
13F-HR |
5/3/2018 |
000108514618001214 |
Carnick & Kubik Group, LLC |
|
Q4 2017
|
248 |
542,574 |
13F-HR |
2/8/2018 |
000108514618000406 |
Carnick & Kubik Group, LLC |
|
Q3 2017
|
210 |
286,411 |
13F-HR |
10/19/2017 |
000108514617002087 |
Carnick & Kubik Group, LLC |
|
Q2 2017
|
63 |
88,707 |
13F-HR |
8/2/2017 |
000108514617001604 |
Carnick & Kubik Group, LLC |
|
Q1 2017
|
211 |
267,267 |
13F-HR |
5/4/2017 |
000108514617001095 |
Carnick & Kubik Group, LLC |
|
Q4 2016
|
211 |
252,100 |
13F-HR |
2/13/2017 |
000108514617000510 |
Carnick & Kubik Group, LLC |
|
Q3 2016
|
203 |
232,773 |
13F-HR |
11/7/2016 |
000108514616004644 |
Carnick & Kubik Group, LLC |
|
Q2 2016
|
209 |
237,879 |
13F-HR |
9/14/2016 |
000108514616004415 |
Carnick & Kubik Group, LLC |