| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Global Retirement Partners | 490.00 | 31 Jan 25 | 31 Dec 24 | 490.00 | 0% | 30 Sep 24 |
|
13F-HR
|
BFSG | 1.24 k | 31 Jan 25 | 31 Dec 24 | 1.24 k | 0% | 30 Sep 24 |
|
13F-HR
|
Venturi Wealth Management | 500.00 | 31 Jan 25 | 31 Dec 24 | 500.00 | 0% | 30 Sep 24 |
|
13F-HR
|
Allworth Financial | 1.00 k | 30 Jan 25 | 31 Dec 24 | 1.00 k | 0% | 30 Sep 24 |
|
13F-HR
|
BXM Wealth | 18.55 k | 30 Jan 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Nations Financial Group Inc, | 23.39 k | 30 Jan 25 | 31 Dec 24 | 23.39 k | 0% | 30 Sep 24 |
|
13F-HR
|
Vontobel Holding | 152.10 k | 29 Jan 25 | 31 Dec 24 | 300.00 k | -49% | 30 Sep 24 |
|
13F-HR
|
PrairieView Partners | 65.00 | 29 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Activest Wealth Management | 1.00 k | 28 Jan 25 | 31 Dec 24 | 1.00 k | 0% | 30 Sep 24 |
|
13F-HR
|
LJI Wealth Management | 24.26 k | 28 Jan 25 | 31 Dec 24 | 26.06 k | -7% | 30 Sep 24 |
This data is updated daily from 13F, 13D and 13G SEC filings.
Faded values represent incomplete data for the quarter, where values have been used from the previous quarter for institutions that haven't filed updated data yet.
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