| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Asset Management One | 331.26 k | 23 Apr 25 | 31 Mar 25 | 312.82 k | +6% | 31 Dec 24 |
|
13F-HR
|
GHP Investment Advisors | 1.72 k | 23 Apr 25 | 31 Mar 25 | 1.77 k | -2% | 31 Dec 24 |
|
13F-HR
|
Foundation Wealth Management | 1.45 k | 22 Apr 25 | 31 Mar 25 | 1.45 k | 0% | 31 Dec 24 |
|
13F-HR
|
Narwhal Capital Management | 64.61 k | 22 Apr 25 | 31 Mar 25 | 48.13 k | +34% | 31 Dec 24 |
|
13F-HR
|
SC&H Financial Advisors | 2.53 k | 22 Apr 25 | 31 Mar 25 | 2.53 k | 0% | 31 Dec 24 |
|
13F-HR
|
Chapin Davis | 6.34 k | 22 Apr 25 | 31 Mar 25 | 9.54 k | -34% | 31 Dec 24 |
|
13F-HR
|
Elwood & Goetz Wealth Advisory | 2.36 k | 22 Apr 25 | 31 Mar 25 | 2.36 k | 0% | 31 Dec 24 |
|
13F-HR
|
Valmark Advisers | 3.98 k | 22 Apr 25 | 31 Mar 25 | 3.97 k | 0% | 31 Dec 24 |
|
13F-HR
|
Oppenheimer Asset Management | 2.16 k | 22 Apr 25 | 31 Mar 25 | 720.00 | +200% | 31 Dec 24 |
|
13F-HR
|
Oppenheimer & Co | 123.87 k | 22 Apr 25 | 31 Mar 25 | 106.07 k | +17% | 31 Dec 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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