| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Lodestone Wealth Management | 4.36 k | 30 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Center for Financial Planning | 85.00 | 30 Jan 25 | 31 Dec 24 | 85.00 | 0% | 30 Sep 24 |
|
13F-HR
|
Quadrant Private Wealth Management | 5.40 k | 30 Jan 25 | 31 Dec 24 | 5.40 k | 0% | 30 Sep 24 |
|
13F-HR
|
Adell Harriman & Carpenter | 65.16 k | 30 Jan 25 | 31 Dec 24 | 59.26 k | +10% | 30 Sep 24 |
|
13F-HR
|
Valeo Financial Advisors | 6.03 k | 30 Jan 25 | 31 Dec 24 | 4.89 k | +23% | 30 Sep 24 |
|
13F-HR/A
|
Thrivent Trust Co of Tennessee | 100.00 | 30 Jan 25 | 31 Dec 24 | 100.00 | 0% | 30 Sep 24 |
|
13F-HR
|
Nova R Wealth | 4.94 k | 30 Jan 25 | 31 Dec 24 | 4.84 k | +2% | 30 Sep 24 |
|
13F-HR
|
Pathway Financial Advisers | 27.11 k | 29 Jan 25 | 31 Dec 24 | 26.05 k | +4% | 30 Sep 24 |
|
13F-HR
|
Bogart Wealth | 9.73 k | 29 Jan 25 | 31 Dec 24 | 10.01 k | -3% | 30 Sep 24 |
|
13F-HR
|
Van Eck Associates | 68.29 k | 29 Jan 25 | 31 Dec 24 | 57.81 k | +18% | 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.
We use cookies on this site to provide a more responsive and personalized service. Continuing to browse, clicking I Agree, or closing this banner indicates agreement. See our Cookie Policy for more information.
