| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Holistic Financial Partners | 35.90 k | 4 Feb 25 | 31 Dec 24 | 35.81 k | 0% | 30 Sep 24 |
|
13F-HR
|
Wealthstream Advisors | 25.27 k | 4 Feb 25 | 31 Dec 24 | 24.34 k | +4% | 30 Sep 24 |
|
13F-HR
|
Cannon Wealth Management Services | 8.19 k | 4 Feb 25 | 31 Dec 24 | 8.71 k | -6% | 30 Sep 24 |
|
13F-HR
|
New World Advisors | 7.37 k | 4 Feb 25 | 31 Dec 24 | 7.29 k | +1% | 30 Sep 24 |
|
13F-HR
|
Mainstay Capital Management | 31.71 k | 4 Feb 25 | 31 Dec 24 | 28.09 k | +13% | 30 Sep 24 |
|
13F-HR
|
Dover Advisors | 2.90 k | 4 Feb 25 | 31 Dec 24 | 2.90 k | 0% | 30 Sep 24 |
|
13F-HR
|
Conscious Wealth Investments | 1.68 k | 4 Feb 25 | 31 Dec 24 | 1.87 k | -10% | 30 Sep 24 |
|
13F-HR
|
Juniper Hill Capital Management | 157.75 k | 4 Feb 25 | 31 Dec 24 | 157.75 k | 0% | 30 Sep 24 |
|
13F-HR
|
B&D White Capital | 20.00 k | 4 Feb 25 | 31 Dec 24 | 94.90 k | -79% | 30 Sep 24 |
|
13F-HR
|
Shariaportfolio | 38.22 k | 4 Feb 25 | 31 Dec 24 | 37.58 k | +2% | 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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