| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Bogart Wealth | 2.70 k | 29 Jan 25 | 31 Dec 24 | 2.70 k | 0% | 30 Sep 24 |
|
13F-HR
|
Fiera Capital | 48.80 k | 29 Jan 25 | 31 Dec 24 | 51.36 k | -5% | 30 Sep 24 |
|
13F-HR
|
GPS Wealth Strategies | 3.56 k | 24 Jan 25 | 31 Dec 24 | 3.56 k | 0% | 30 Sep 24 |
|
13F-HR
|
Clear Creek Financial Management | 143.07 k | 23 Jan 25 | 31 Dec 24 | 137.53 k | +4% | 30 Sep 24 |
|
13F-HR
|
Flagship Harbor Advisors | 18.58 k | 21 Jan 25 | 31 Dec 24 | 18.58 k | 0% | 30 Sep 24 |
|
13F-HR
|
Nelson, Van Denburg & Campbell Wealth Management | 1.80 k | 17 Jan 25 | 31 Dec 24 | 1.15 k | +56% | 30 Sep 24 |
|
13F-HR
|
Riverbridge Partners | 54.31 k | 17 Jan 25 | 31 Dec 24 | 54.70 k | -1% | 30 Sep 24 |
|
13F-HR
|
Melfa Wealth Management | 21.15 k | 17 Jan 25 | 31 Dec 24 | 21.15 k | 0% | 30 Sep 24 |
|
13F-HR
|
Lake Street Financial | 657.03 k | 15 Jan 25 | 31 Dec 24 | 703.35 k | -7% | 30 Sep 24 |
|
13F-HR
|
Capital Investment Advisors | 13.07 k | 13 Jan 25 | 31 Dec 24 | 13.03 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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