| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Copia Wealth Management | 1.24 k | 6 Mar 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
IronOak Wealth | 37.22 k | 6 Mar 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Wood Tarver Financial | 4.50 k | 6 Mar 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Kilter | 4.70 k | 6 Mar 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Plotkin Financial Advisors | 60.72 k | 5 Mar 25 | 31 Dec 24 | 66.54 k | -9% | 30 Jun 24 |
|
13F-HR
|
Financial Insights | 44.00 k | 5 Mar 25 | 31 Dec 24 | 42.94 k | +2% | 30 Sep 24 |
|
13F-HR
|
Dogwood Wealth Management | 2.08 k | 4 Mar 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Dogwood Wealth Management | 149.00 | 4 Mar 25 | 30 Jun 24 | 0.00 | +∞% | - |
|
13F-HR/A
|
Brighton Jones | 5.74 k | 4 Mar 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR/A
|
Brighton Jones | 5.73 k | 4 Mar 25 | 30 Jun 24 | 5.73 k | 0% | 31 Mar 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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