| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Axxcess Wealth Management | 16.67 k | 10 Feb 25 | 31 Dec 24 | 16.67 k | 0% | 30 Sep 24 |
|
13F-HR
|
Commonwealth Equity Services | 10.08 k | 10 Feb 25 | 31 Dec 24 | 13.57 k | -26% | 30 Sep 24 |
|
13F-HR
|
BlackRock | 5.82 k | 7 Feb 25 | 31 Dec 24 | 4.96 k | +17% | 30 Sep 24 |
|
13F-HR
|
Advisor | 4.52 k | 7 Feb 25 | 31 Dec 24 | 4.52 k | 0% | 30 Sep 24 |
|
13F-HR
|
AMG National Trust Bank | 75.35 k | 6 Feb 25 | 31 Dec 24 | 75.35 k | 0% | 30 Sep 24 |
|
13F-HR
|
Raymond James Financial | 17.25 k | 6 Feb 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
One Capital Management | 11.28 k | 6 Feb 25 | 31 Dec 24 | 11.28 k | 0% | 30 Sep 24 |
|
13F-HR
|
Provident Wealth Management | 158.87 k | 4 Feb 25 | 31 Dec 24 | 158.87 k | 0% | 30 Sep 24 |
|
13F-HR
|
LifeSteps Financial | 86.97 k | 3 Feb 25 | 31 Dec 24 | 78.26 k | +11% | 30 Sep 24 |
|
13F-HR
|
Global Retirement Partners | 5.00 k | 31 Jan 25 | 31 Dec 24 | 5.00 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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