| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
REAP Financial | 0.00 | 27 Feb 25 | 31 Dec 24 | 0.00 | - | |
|
13F-HR/A
|
Pinnacle Wealth Planning Services | 34.89 k | 26 Feb 25 | 31 Dec 24 | 32.70 k | +7% | 30 Sep 24 |
|
13F-HR/A
|
Axa | 11.40 k | 25 Feb 25 | 30 Jun 24 | 13.37 k | -15% | 31 Mar 24 |
|
13F-HR/A
|
Kayne Anderson Rudnick Investment Management | 165.00 | 21 Feb 25 | 31 Dec 24 | 165.00 | 0% | 30 Sep 24 |
|
13F-HR/A
|
Forum Financial Management | 364.09 k | 20 Feb 25 | 31 Dec 24 | 273.13 k | +33% | 30 Sep 24 |
|
13F-HR
|
BIP Alliance | 10.41 k | 18 Feb 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Vise | 150.99 k | 18 Feb 25 | 31 Dec 24 | 63.12 k | +139% | 30 Sep 24 |
|
13F-HR
|
Vanguard Capital Wealth Advisors | 157.00 k | 14 Feb 25 | 31 Dec 24 | 68.40 k | +130% | 30 Sep 24 |
|
13F-HR
|
Buckingham Strategic Partners | 13.11 k | 14 Feb 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Continuum Advisory | 404.00 | 14 Feb 25 | 31 Dec 24 | 404.00 | 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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