| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Allworth Financial | 3.42 k | 30 Jan 25 | 31 Dec 24 | 2.35 k | +46% | 30 Sep 24 |
|
13F-HR
|
Salomon & Ludwin | 1.88 k | 30 Jan 25 | 31 Dec 24 | 1.88 k | 0% | 30 Sep 24 |
|
13F-HR
|
Investment Partners Asset Management | 21.64 k | 29 Jan 25 | 31 Dec 24 | 21.85 k | -1% | 30 Sep 24 |
|
13F-HR
|
MGB Wealth Management | 20.68 k | 29 Jan 25 | 31 Dec 24 | 19.70 k | +5% | 30 Sep 24 |
|
13F-HR
|
Efficient Wealth Management | 287.00 | 29 Jan 25 | 31 Dec 24 | 282.00 | +2% | 30 Sep 24 |
|
13F-HR
|
Rocky Mountain Advisers | 407.78 k | 29 Jan 25 | 31 Dec 24 | 408.35 k | 0% | 30 Sep 24 |
|
13F-HR
|
Wingate Wealth Advisors | 220.00 | 28 Jan 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Kestra Private Wealth Services | 73.56 k | 28 Jan 25 | 31 Dec 24 | 75.73 k | -3% | 30 Sep 24 |
|
13F-HR
|
Stephens | 10.24 k | 28 Jan 25 | 31 Dec 24 | 9.84 k | +4% | 30 Sep 24 |
|
13F-HR
|
AlphaStar Capital Management | 31.84 k | 28 Jan 25 | 31 Dec 24 | 31.75 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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