| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Lodestone Wealth Management | 63.97 k | 30 Jan 25 | 31 Dec 24 | 26.64 k | +140% | 30 Sep 24 |
|
13F-HR
|
WealthPLAN Partners | 137.46 k | 30 Jan 25 | 31 Dec 24 | 146.50 k | -6% | 30 Sep 24 |
|
13F-HR
|
WealthPlan Investment Management | 119.93 k | 30 Jan 25 | 31 Dec 24 | 101.13 k | +19% | 30 Sep 24 |
|
13F-HR
|
Scarborough Advisors | 51.68 k | 30 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
BXM Wealth | 4.79 k | 30 Jan 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Nations Financial Group Inc, | 10.86 k | 30 Jan 25 | 31 Dec 24 | 10.86 k | 0% | 30 Sep 24 |
|
13F-HR
|
Spinnaker Trust | 5.89 k | 30 Jan 25 | 31 Dec 24 | 9.28 k | -36% | 30 Sep 24 |
|
13F-HR
|
Quadrant Private Wealth Management | 6.33 k | 30 Jan 25 | 31 Dec 24 | 6.29 k | +1% | 30 Sep 24 |
|
13F-HR
|
Trademark Financial Management | 132.84 k | 30 Jan 25 | 31 Dec 24 | 128.56 k | +3% | 30 Sep 24 |
|
13F-HR/A
|
Thrivent Trust Co of Tennessee | 634.00 | 30 Jan 25 | 31 Dec 24 | 359.00 | +77% | 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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