| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Nova R Wealth | 12.64 k | 30 Jan 25 | 31 Dec 24 | 13.03 k | -3% | 30 Sep 24 |
|
13F-HR
|
Life Planning Partners | 106.67 k | 29 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Root Financial Partners | 2.53 k | 29 Jan 25 | 31 Dec 24 | 2.43 k | +4% | 30 Sep 24 |
|
13F-HR
|
Walkner Condon Financial Advisors | 21.62 k | 29 Jan 25 | 31 Dec 24 | 21.77 k | -1% | 30 Sep 24 |
|
13F-HR
|
DHJJ Financial Advisors | 28.00 | 29 Jan 25 | 31 Dec 24 | 28.00 | 0% | 30 Sep 24 |
|
13F-HR
|
MidAtlantic Capital Management | 157.00 | 29 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 31 Dec 23 |
|
13F-HR
|
PrairieView Partners | 27.09 k | 29 Jan 25 | 31 Dec 24 | 25.91 k | +5% | 30 Sep 24 |
|
13F-HR
|
TFC Financial Management | 979.00 | 29 Jan 25 | 31 Dec 24 | 408.00 | +140% | 30 Sep 24 |
|
13F-HR
|
Diversified Portfolios | 25.44 k | 29 Jan 25 | 31 Dec 24 | 29.73 k | -14% | 30 Sep 24 |
|
13F-HR
|
Efficient Wealth Management | 107.00 | 29 Jan 25 | 31 Dec 24 | 107.00 | 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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