| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Global Retirement Partners | 1.06 k | 31 Jan 25 | 31 Dec 24 | 995.00 | +6% | 30 Sep 24 |
|
13F-HR
|
New York State Common Retirement Fund | 97.37 k | 31 Jan 25 | 31 Dec 24 | 101.07 k | -4% | 30 Sep 24 |
|
13F-HR
|
BKM Wealth Management | 4.83 k | 31 Jan 25 | 31 Dec 24 | 4.94 k | -2% | 30 Sep 24 |
|
13F-HR
|
HighMark Wealth Management | 101.00 | 31 Jan 25 | 31 Dec 24 | 101.00 | 0% | 30 Sep 24 |
|
13F-HR/A
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.24 k | 31 Jan 25 | 31 Dec 24 | 2.24 k | 0% | 30 Sep 24 |
|
13F-HR
|
Venturi Wealth Management | 8.20 k | 31 Jan 25 | 31 Dec 24 | 8.57 k | -4% | 30 Sep 24 |
|
13F-HR
|
D.a. Davidson & Co. | 14.79 k | 31 Jan 25 | 31 Dec 24 | 15.13 k | -2% | 30 Sep 24 |
|
13F-HR
|
Atria Wealth Solutions | 3.39 k | 31 Jan 25 | 31 Dec 24 | 3.45 k | -2% | 30 Sep 24 |
|
13F-HR
|
Empower Advisory | 1.77 k | 31 Jan 25 | 31 Dec 24 | 1.77 k | 0% | 30 Sep 24 |
|
13F-HR
|
Truist Financial | 18.65 k | 31 Jan 25 | 31 Dec 24 | 24.63 k | -24% | 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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