| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
JNBA Financial Advisors | 1.06 k | 30 Jan 25 | 31 Dec 24 | 1.06 k | 0% | 30 Sep 24 |
|
13F-HR
|
Golden State Wealth Management | 3.98 k | 28 Jan 25 | 31 Dec 24 | 12.12 k | -67% | 31 Mar 22 |
|
13F-HR
|
Consolidated Portfolio Review | 70.79 k | 27 Jan 25 | 31 Dec 24 | 66.30 k | +7% | 30 Sep 24 |
|
13F-HR
|
Kercheville Advisors | 14.04 k | 27 Jan 25 | 31 Dec 24 | 14.03 k | 0% | 30 Sep 24 |
|
13F-HR
|
Stratos Wealth Advisors | 18.86 k | 27 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Calamos Advisors | 23.91 k | 24 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
SkyOak Wealt | 10.57 k | 24 Jan 25 | 31 Dec 24 | 10.40 k | +2% | 30 Sep 24 |
|
13F-HR
|
U.S. Capital Wealth Advisors | 47.81 k | 24 Jan 25 | 31 Dec 24 | 46.14 k | +4% | 30 Sep 24 |
|
13F-HR
|
Golden State Equity Partners | 10.34 k | 24 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Spire Wealth Management | 77.00 | 24 Jan 25 | 31 Dec 24 | 230.00 | -67% | 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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