| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Allworth Financial | 1.57 k | 30 Jan 25 | 31 Dec 24 | 1.23 k | +28% | 30 Sep 24 |
|
13F-HR
|
Principal Securities | 1.43 k | 30 Jan 25 | 31 Dec 24 | 1.43 k | 0% | 30 Sep 24 |
|
13F-HR
|
Beacon Capital Management | 2.38 k | 30 Jan 25 | 31 Dec 24 | 2.38 k | 0% | 30 Sep 24 |
|
13F-HR
|
Kestra Private Wealth Services | 10.23 k | 28 Jan 25 | 31 Dec 24 | 10.43 k | -2% | 30 Sep 24 |
|
13F-HR
|
E&G Advisors | 32.98 k | 24 Jan 25 | 31 Dec 24 | 37.88 k | -13% | 30 Sep 24 |
|
13F-HR
|
Concord Wealth Partners | 10.14 k | 23 Jan 25 | 31 Dec 24 | 9.82 k | +3% | 30 Sep 24 |
|
13F-HR
|
Chicago Partners Investment | 82.15 k | 23 Jan 25 | 31 Dec 24 | 85.06 k | -3% | 30 Sep 24 |
|
13F-HR
|
Kingswood Wealth Advisors | 48.04 k | 22 Jan 25 | 31 Dec 24 | 27.02 k | +78% | 30 Sep 24 |
|
13F-HR
|
Geneos Wealth Management | 2.71 k | 21 Jan 25 | 31 Dec 24 | 2.71 k | 0% | 30 Sep 24 |
|
13F-HR/A
|
Daymark Wealth Partners | 11.39 k | 17 Jan 25 | 31 Dec 24 | 11.39 k | 0% | 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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