| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Gladstone Institutional Advisory | 14.45 k | 29 Jan 25 | 31 Dec 24 | 14.46 k | 0% | 30 Sep 24 |
|
13F-HR
|
Barrett & Company | 1.58 k | 28 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Consolidated Portfolio Review | 11.55 k | 27 Jan 25 | 31 Dec 24 | 12.03 k | -4% | 30 Sep 24 |
|
13F-HR
|
Columbus Macro | 9.19 k | 24 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Oregon Pacific Wealth Management | 22.20 k | 24 Jan 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Chicago Partners Investment | 50.91 k | 23 Jan 25 | 31 Dec 24 | 64.43 k | -21% | 30 Sep 24 |
|
13F-HR/A
|
Strategic Wealth Designers | 1.29 mm | 23 Jan 25 | 31 Dec 24 | 232.69 k | +453% | 30 Sep 24 |
|
13F-HR
|
Fortress Wealth Management | 371.48 k | 22 Jan 25 | 31 Dec 24 | 340.91 k | +9% | 30 Sep 24 |
|
13F-HR
|
Foundations Investment Advisors | 4.28 mm | 22 Jan 25 | 31 Dec 24 | 473.29 k | +804% | 30 Nov 24 |
|
13F-HR
|
NBC Securities | 4.00 | 22 Jan 25 | 31 Dec 24 | 3.83 k | -100% | 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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