| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Sawgrass Asset Management | 5.18 k | 22 Apr 25 | 31 Mar 25 | 5.18 k | 0% | 31 Dec 24 |
|
13F-HR
|
Stiles Financial Services | 24.02 k | 22 Apr 25 | 31 Mar 25 | 60.19 k | -60% | 31 Dec 24 |
|
13F-HR
|
Icapital Wealth | 16.10 k | 22 Apr 25 | 31 Mar 25 | 16.10 k | 0% | 31 Dec 24 |
|
13F-HR
|
FMA Wealth Management | 36.74 k | 22 Apr 25 | 31 Mar 25 | 36.53 k | +1% | 31 Dec 24 |
|
13F-HR
|
TrueMark Investments | 37.41 k | 22 Apr 25 | 31 Mar 25 | 5.99 k | +524% | 31 Dec 24 |
|
13F-HR
|
Joel Adams & Associates | 16.28 k | 22 Apr 25 | 31 Mar 25 | 12.53 k | +30% | 31 Dec 24 |
|
13F-HR
|
Moser Wealth Advisors | 35.44 k | 22 Apr 25 | 31 Mar 25 | 35.04 k | +1% | 31 Dec 24 |
|
13F-HR
|
Three Cord True Wealth Management | 18.88 k | 22 Apr 25 | 31 Mar 25 | 16.41 k | +15% | 31 Dec 24 |
|
13F-HR
|
Diversified Portfolios | 66.10 k | 22 Apr 25 | 31 Mar 25 | 70.22 k | -6% | 31 Dec 24 |
|
13F-HR
|
Runnymede Capital Advisors | 35.00 | 22 Apr 25 | 31 Mar 25 | 11.05 k | -100% | 31 Dec 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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