| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Pinnacle Wealth Planning Services | 22.72 k | 6 Feb 25 | 31 Dec 24 | 21.43 k | +6% | 30 Sep 24 |
|
13F-HR
|
Raymond James Financial | 205.89 k | 6 Feb 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Assetmark | 437.00 | 6 Feb 25 | 31 Dec 24 | 437.00 | 0% | 30 Sep 24 |
|
13F-HR
|
Illumine Investment Management | 18.78 k | 5 Feb 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Oppenheimer & Co | 240.34 k | 4 Feb 25 | 31 Dec 24 | 192.18 k | +25% | 30 Sep 24 |
|
13F-HR
|
CWM | 2.06 k | 4 Feb 25 | 31 Dec 24 | 2.06 k | 0% | 30 Sep 24 |
|
13F-HR
|
Private Advisor | 133.85 k | 31 Jan 25 | 31 Dec 24 | 128.22 k | +4% | 30 Sep 24 |
|
13F-HR
|
Semus Wealth Partners | 12.27 k | 31 Jan 25 | 31 Dec 24 | 11.93 k | +3% | 30 Sep 24 |
|
13F-HR
|
HighMark Wealth Management | 4.92 k | 31 Jan 25 | 31 Dec 24 | 4.78 k | +3% | 30 Sep 24 |
|
13F-HR
|
Robinson Capital Management | 141.65 k | 31 Jan 25 | 31 Dec 24 | 141.65 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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