| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Montag A & Associates | 3.10 k | 30 Jan 25 | 31 Dec 24 | 3.10 k | 0% | 30 Sep 24 |
|
13F-HR
|
Beacon Capital Management | 624.00 | 30 Jan 25 | 31 Dec 24 | 623.00 | 0% | 30 Sep 24 |
|
13F-HR
|
Ellis Investment Partners | 54.42 k | 30 Jan 25 | 31 Dec 24 | 54.85 k | -1% | 30 Sep 24 |
|
13F-HR
|
Guyasuta Investment Advisors | 1.70 k | 30 Jan 25 | 31 Dec 24 | 1.70 k | 0% | 30 Sep 24 |
|
13F-HR
|
Aveo Capital Partners | 3.64 k | 30 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Manchester Capital Management | 3.70 k | 30 Jan 25 | 31 Dec 24 | 3.70 k | 0% | 30 Sep 24 |
|
13F-HR
|
Covenant Asset Management | 14.64 k | 30 Jan 25 | 31 Dec 24 | 15.55 k | -6% | 30 Sep 24 |
|
13F-HR
|
Accretive Wealth Partners | 13.14 k | 30 Jan 25 | 31 Dec 24 | 13.44 k | -2% | 30 Sep 24 |
|
13F-HR
|
Lodestone Wealth Management | 12.89 k | 30 Jan 25 | 31 Dec 24 | 12.86 k | 0% | 30 Sep 24 |
|
13F-HR
|
Rhumbline Advisers | 1.30 mm | 30 Jan 25 | 31 Dec 24 | 1.31 mm | -1% | 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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