| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Stonebridge Financial | 545.00 | 29 Jan 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Moloney Securities Asset Management | 11.75 k | 28 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Beacon Financial Advisory | 24.65 k | 27 Jan 25 | 31 Dec 24 | 24.65 k | 0% | 30 Sep 24 |
|
13F-HR
|
Ogorek Anthony Joseph | 226.00 | 24 Jan 25 | 31 Dec 24 | 226.00 | 0% | 30 Sep 24 |
|
13F-HR
|
S.A. Mason | 2.00 k | 24 Jan 25 | 31 Dec 24 | 1.00 k | +100% | 30 Sep 24 |
|
13F-HR
|
SkyOak Wealt | 12.30 k | 24 Jan 25 | 31 Dec 24 | 25.07 k | -51% | 30 Sep 24 |
|
13F-HR
|
R Squared | 2.67 k | 22 Jan 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Rise Advisors | 215.00 | 7 Jan 25 | 31 Dec 24 | 215.00 | 0% | 30 Sep 24 |
|
13F-HR/A
|
JPMorgan Chase & Co. | 47.04 k | 26 Dec 24 | 30 Sep 24 | 35.00 | 30 Jun 24 | |
|
13F-HR/A
|
JPMorgan Chase & Co. | 35.00 | 26 Dec 24 | 30 Jun 24 | 35.00 | 0% | 31 Mar 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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