| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Tradewinds Capital Management | 200.00 | 3 Feb 25 | 31 Dec 24 | 200.00 | 0% | 30 Sep 24 |
|
13F-HR
|
Atria Wealth Solutions | 94.13 k | 31 Jan 25 | 31 Dec 24 | 94.13 k | 0% | 30 Sep 24 |
|
13F-HR
|
Rhumbline Advisers | 42.96 k | 30 Jan 25 | 31 Dec 24 | 32.61 k | +32% | 30 Sep 24 |
|
13F-HR
|
Values First Advisors | 166.45 k | 29 Jan 25 | 31 Dec 24 | 197.52 k | -16% | 30 Sep 24 |
|
13F-HR
|
Hibernia Wealth Partners | 10.00 k | 29 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Geneos Wealth Management | 4.80 k | 21 Jan 25 | 31 Dec 24 | 4.50 k | +7% | 30 Sep 24 |
|
13F-HR
|
Gradient Investments | 41.40 k | 21 Jan 25 | 31 Dec 24 | 30.00 k | +38% | 30 Sep 24 |
|
13F-HR
|
Wealth Enhancement Advisory Services | 10.50 k | 10 Jan 25 | 31 Dec 24 | 10.50 k | 0% | 30 Sep 24 |
|
13F-HR
|
Watts Gwilliam & Co. | 34.00 k | 8 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Weaver Consulting | 11.00 k | 7 Jan 25 | 31 Dec 24 | 29.75 k | -63% | 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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