| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Plotkin Financial Advisors | 7.58 k | 5 Mar 25 | 31 Dec 24 | 12.11 k | -37% | 30 Jun 24 |
|
13F-HR
|
Park Square Financial | 7.00 | 28 Feb 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR/A
|
Bernard Wealth Management | 5.76 k | 27 Feb 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Discipline Wealth Solutions | 4.32 k | 26 Feb 25 | 31 Dec 24 | 9.28 k | -53% | 30 Sep 24 |
|
13F-HR
|
Virtue Capital Management | 6.16 k | 26 Feb 25 | 31 Dec 24 | 6.59 k | -6% | 30 Sep 24 |
|
13F-HR
|
National Asset Management | 251.33 k | 25 Feb 25 | 31 Dec 24 | 241.97 k | +4% | 30 Sep 24 |
|
13F-HR
|
Integrated Advisors Network | 11.45 k | 25 Feb 25 | 31 Dec 24 | 4.57 k | +151% | 30 Sep 24 |
|
13F-HR
|
Great Valley Advisor | 4.07 k | 24 Feb 25 | 31 Dec 24 | 4.07 k | 0% | 30 Sep 24 |
|
13F-HR/A
|
Kayne Anderson Rudnick Investment Management | 779.56 k | 21 Feb 25 | 31 Dec 24 | 780.49 k | 0% | 30 Sep 24 |
|
13F-HR
|
Formidable Asset Management | 4.00 k | 19 Feb 25 | 31 Dec 24 | 4.00 k | 0% | 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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