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CliftonLarsonAllen Wealth Advisors

Latest statistics and disclosures from Cliftonlarsonallen Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, SPHQ, VEA, SPAB, VTEB, and represent 43.32% of Cliftonlarsonallen Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$847M), SCHG (+$46M), SCHB (+$41M), VEA (+$28M), SPHQ (+$26M), SPAB (+$22M), SCHV (+$15M), VIGI (+$13M), SCHZ (+$12M), VTEB (+$11M).
Started 18 new stock positions in IBTM, IBTO, ETHE, IBTL, VOO, IBDZ, RTX, ABT, PWZ, HYMB. MLN, ICSH, FNDX, IBMR, IBDU, IBDY, EFG, AFL.
Reduced shares in these 10 stocks: Ishares Ibonds Dec 2024 Term T (-$29M), IVW (-$10M), Ishares Tr ibnd dec24 etf (-$6.6M), IVE, AGG, IWY, IEFA, DFAC, Ishares Tr ibonds dec, IJR.
Sold out of its positions in IYE, IDV, Ishares Tr ibnd dec24 etf, Ishares Tr ibonds dec, Ishares Tr, Ishares Tr, Ishares Tr, Ishares Tr ibonds dec 29, Ishares Ibonds Dec 2024 Term T, Raytheon Technologies Corp. VCIT.
Cliftonlarsonallen Wealth Advisors was a net buyer of stock by $1.1B.
Cliftonlarsonallen Wealth Advisors has $5.2B in assets under management (AUM), dropping by 18.92%.
Central Index Key (CIK): 0000944361

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Portfolio Holdings for Cliftonlarsonallen Wealth Advisors

Cliftonlarsonallen Wealth Advisors holds 190 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	16.4	$847M	NEW	1.6M	538.81	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	10.0	$514M	+5%	7.7M	67.03	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.0	$361M	+8%	7.6M	47.82	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	6.2	$320M	+7%	13M	24.99	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.7	$192M	+6%	3.8M	50.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.0	$157M	-2%	2.2M	70.28	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	3.0	$154M	+9%	1.9M	79.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.7	$138M	-6%	1.4M	101.53	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	2.4	$126M	+6%	3.9M	32.76	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	2.4	$123M		1.2M	99.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.4	$121M	-3%	636k	190.88	View chart
Ishares Tr National Mun Etf (MUB)	2.3	$120M		1.1M	106.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$104M	+5%	2.4M	44.04	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.8	$93M	-4%	959k	96.90	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.8	$91M	+6%	2.0M	44.92	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.6	$82M	+2%	934k	87.90	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	1.6	$81M	+7%	1.7M	47.39	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	1.6	$81M	+3%	1.8M	45.62	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.4	$71M	-4%	2.0M	34.59	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.3	$68M	+6%	1.2M	58.00	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	1.2	$64M	+6%	2.7M	23.61	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.2	$63M	+195%	2.8M	22.70	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.2	$62M	+296%	2.2M	27.87	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.1	$59M	-5%	251k	235.27	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.1	$57M	+7%	1.8M	31.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$53M		90k	588.68	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$46M	-2%	873k	52.22	View chart
Apple (AAPL)	0.8	$43M		172k	250.42	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.8	$41M	+6%	710k	58.18	View chart
EOG Resources (EOG)	0.8	$40M		325k	122.58	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$37M	-3%	1.5M	24.86	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.7	$34M		1.2M	27.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$33M	-5%	285k	115.22	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$25M		361k	70.00	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.5	$24M	+10%	1.0M	23.32	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$24M	+108%	1.0M	22.70	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$23M	+193%	894k	26.07	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$21M		313k	66.14	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$20M	+10%	390k	50.71	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.4	$19M	-2%	385k	50.28	View chart
Amazon (AMZN)	0.4	$19M	+4%	86k	219.39	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.4	$18M	+12%	314k	58.51	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$18M		356k	50.37	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$18M		100k	178.08	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$17M	-8%	134k	128.62	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$17M	+105%	918k	18.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$17M		29k	586.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$16M		55k	289.81	View chart
Microsoft Corporation (MSFT)	0.3	$16M		37k	421.50	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$15M		257k	57.41	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$12M	+56%	528k	22.81	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$12M	-6%	65k	185.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$11M		27k	401.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$10M		23k	453.28	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$10M		77k	132.10	View chart
Rockwell Automation (ROK)	0.2	$9.6M		34k	285.79	View chart
NVIDIA Corporation (NVDA)	0.2	$9.5M	+9%	71k	134.29	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$8.5M	-2%	371k	22.98	View chart
Procter & Gamble Company (PG)	0.2	$7.9M	+2%	47k	167.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$7.5M	-7%	120k	62.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$7.4M	-15%	34k	220.96	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$7.4M		72k	103.04	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$6.1M	+2%	31k	195.83	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$6.0M	+106%	234k	25.83	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$6.0M	+28%	176k	34.13	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$5.8M	+152%	264k	22.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$5.7M	+2%	14k	410.45	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$5.2M		44k	117.48	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$4.9M	+15%	195k	25.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$4.6M	+9%	25k	189.30	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$4.4M	-10%	26k	169.30	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$4.1M	-2%	45k	91.68	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$4.1M	+28%	163k	25.18	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$4.1M	+105%	169k	24.06	View chart
Abbvie (ABBV)	0.1	$3.8M		22k	177.70	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$3.8M	+5%	83k	46.10	View chart
Constellation Energy (CEG)	0.1	$3.8M		17k	223.71	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.1	$3.4M	+12%	127k	26.61	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$3.4M	+128%	121k	27.71	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$3.3M	+30%	133k	25.14	View chart
Exxon Mobil Corporation (XOM)	0.1	$3.3M	+21%	31k	107.57	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$3.2M	-13%	57k	57.28	View chart
AFLAC Incorporated (AFL)	0.1	$3.2M	NEW	31k	103.44	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$3.2M	+250%	140k	23.18	View chart
Devon Energy Corporation (DVN)	0.1	$3.2M		99k	32.73	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$3.2M	+3%	42k	76.14	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$3.2M		69k	46.44	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$3.0M	+18%	67k	45.20	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$3.0M	+14%	126k	24.07	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$3.0M	+15%	117k	25.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.9M	+10%	15k	190.44	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.9M	+79%	111k	25.86	View chart
JPMorgan Chase & Co. (JPM)	0.1	$2.8M		12k	239.72	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$2.8M		56k	50.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.8M		10k	269.70	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$2.7M	-3%	65k	41.61	View chart
Nextera Energy (NEE)	0.1	$2.7M		38k	71.69	View chart
Johnson & Johnson (JNJ)	0.1	$2.7M	+6%	19k	144.62	View chart
Merck & Co (MRK)	0.1	$2.7M	+8%	27k	99.48	View chart
Waste Management (WM)	0.1	$2.6M	+2%	13k	201.79	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$2.6M	+11%	34k	75.61	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$2.6M		41k	63.47	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$2.6M	+72%	107k	23.96	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$2.4M		19k	131.29	View chart
Coca-Cola Company (KO)	0.0	$2.4M	+17%	38k	62.26	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$2.4M	-2%	64k	37.12	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$2.4M	+18%	108k	21.90	View chart
Sba Communications Corp Cl A (SBAC)	0.0	$2.4M		12k	203.80	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.0	$2.2M		109k	20.31	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.0	$2.2M		151k	14.37	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$2.1M		51k	41.82	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$2.1M	-2%	11k	198.18	View chart
Chevron Corporation (CVX)	0.0	$2.1M	+11%	14k	144.84	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.0	$2.1M		27k	76.61	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$1.9M		17k	112.26	View chart
Exelon Corporation (EXC)	0.0	$1.9M		50k	37.64	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$1.9M		44k	42.92	View chart
Pepsi (PEP)	0.0	$1.9M	+5%	12k	152.06	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.9M	+8%	26k	71.91	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$1.8M	+19%	72k	24.90	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.0	$1.8M	NEW	71k	24.98	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$1.8M		25k	71.04	View chart
Wal-Mart Stores (WMT)	0.0	$1.7M	+9%	19k	90.35	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$1.7M	NEW	75k	22.80	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$1.7M		63k	26.63	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.6M	NEW	14k	115.72	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$1.6M	NEW	61k	25.58	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$1.5M	-10%	17k	89.04	View chart
Walt Disney Company (DIS)	0.0	$1.5M	-7%	13k	111.35	View chart
Bank of America Corporation (BAC)	0.0	$1.4M		32k	43.95	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$1.4M		34k	41.26	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$1.4M	-14%	22k	61.34	View chart
United Sts Commodity Index F Comm Idx Fnd (USCI)	0.0	$1.3M		20k	65.98	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$1.3M	+175%	61k	21.33	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$1.3M		31k	42.05	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$1.3M	-19%	21k	58.93	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$1.2M	-7%	110k	11.28	View chart
General Mills (GIS)	0.0	$1.2M	+3%	19k	63.77	View chart
Abbott Laboratories (ABT)	0.0	$1.2M	NEW	11k	113.11	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$1.2M		18k	63.75	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$1.1M	-26%	12k	92.45	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$1.1M	+25%	52k	21.36	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$1.1M	-37%	94k	11.66	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$988k	+21%	49k	20.35	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$976k	NEW	10k	96.83	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.0	$966k	+92%	38k	25.36	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.0	$964k	+17%	39k	24.58	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$950k	-10%	12k	78.01	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.0	$946k		17k	57.32	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$944k	+5%	11k	88.40	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$920k	+24%	18k	52.47	View chart
Agnico (AEM)	0.0	$918k		12k	78.21	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.0	$907k	NEW	36k	25.10	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$866k	+119%	39k	22.48	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$863k		21k	40.92	View chart
Ishares Tr Esg Msci Em Ldrs (LDEM)	0.0	$797k		18k	45.37	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.0	$779k		17k	46.62	View chart
Enbridge (ENB)	0.0	$671k		16k	42.43	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$669k	-6%	12k	56.24	View chart
Nuveen Mun High Income Opp F (NMZ)	0.0	$648k	-8%	60k	10.81	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$637k		13k	49.51	View chart
PG&E Corporation (PCG)	0.0	$629k		31k	20.18	View chart
Ishares Tr Ibonds Dec 2033 (IBTO)	0.0	$617k	NEW	26k	23.63	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$612k		31k	19.59	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$608k	+5%	18k	33.21	View chart
Cisco Systems (CSCO)	0.0	$604k	-27%	10k	59.20	View chart
Enterprise Products Partners (EPD)	0.0	$565k		18k	31.36	View chart
Verizon Communications (VZ)	0.0	$525k	+5%	13k	39.99	View chart
Ishares Tr Ultra Short-term (ICSH)	0.0	$510k	NEW	10k	50.43	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$420k		17k	25.31	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.0	$409k		18k	22.46	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$403k	NEW	14k	28.02	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.0	$393k	NEW	15k	25.45	View chart
Pfizer (PFE)	0.0	$389k	-16%	15k	26.53	View chart
Alamos Gold Com Cl A (AGI)	0.0	$379k		21k	18.44	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$379k	NEW	16k	23.68	View chart
Royce Value Trust (RVT)	0.0	$367k		23k	15.80	View chart
Matthews Intl Corp Cl A (MATW)	0.0	$354k		13k	27.68	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$351k		10k	34.75	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$340k	+24%	18k	19.19	View chart
Pimco Municipal Income Fund II (PML)	0.0	$324k		40k	8.09	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.0	$290k	-10%	12k	25.31	View chart
Cohen & Steers Quality Income Realty (RQI)	0.0	$284k		23k	12.24	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$255k	NEW	10k	24.70	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.0	$250k	NEW	14k	17.88	View chart
At&t (T)	0.0	$235k	-11%	10k	22.77	View chart
Intel Corporation (INTC)	0.0	$234k	-21%	12k	20.05	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$228k	NEW	12k	19.80	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.0	$227k	NEW	10k	22.20	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.0	$224k		11k	20.59	View chart

Past Filings by Cliftonlarsonallen Wealth Advisors

SEC 13F filings are viewable for Cliftonlarsonallen Wealth Advisors going back to 2013

Cliftonlarsonallen Wealth Advisors 2024 Q4 filed Jan. 14, 2025
Cliftonlarsonallen Wealth Advisors 2024 Q3 filed Oct. 15, 2024
Cliftonlarsonallen Wealth Advisors 2024 Q2 filed July 12, 2024
Cliftonlarsonallen Wealth Advisors 2024 Q1 filed May 2, 2024
Cliftonlarsonallen Wealth Advisors 2023 Q4 filed Jan. 16, 2024
Cliftonlarsonallen Wealth Advisors 2023 Q3 filed Oct. 13, 2023
Cliftonlarsonallen Wealth Advisors 2023 Q2 filed July 14, 2023
Cliftonlarsonallen Wealth Advisors 2023 Q1 filed April 13, 2023
Cliftonlarsonallen Wealth Advisors 2022 Q4 filed Jan. 19, 2023
Cliftonlarsonallen Wealth Advisors 2022 Q3 filed Oct. 12, 2022
Cliftonlarsonallen Wealth Advisors 2022 Q2 filed July 8, 2022
Cliftonlarsonallen Wealth Advisors 2022 Q1 filed April 27, 2022
Cliftonlarsonallen Wealth Advisors 2021 Q4 filed Jan. 26, 2022
Cliftonlarsonallen Wealth Advisors 2021 Q3 restated filed Nov. 2, 2021
Cliftonlarsonallen Wealth Advisors 2021 Q3 filed Oct. 14, 2021
Cliftonlarsonallen Wealth Advisors 2021 Q2 filed July 21, 2021

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