| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
BXM Wealth | 12.82 k | 30 Jan 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Nations Financial Group Inc, | 22.01 k | 30 Jan 25 | 31 Dec 24 | 21.52 k | +2% | 30 Sep 24 |
|
13F-HR
|
Spinnaker Trust | 5.00 k | 30 Jan 25 | 31 Dec 24 | 7.52 k | -33% | 30 Sep 24 |
|
13F-HR
|
Campbell Wealth Management | 1.23 mm | 30 Jan 25 | 31 Dec 24 | 1.25 mm | -2% | 30 Sep 24 |
|
13F-HR
|
Bright Futures Wealth Management | 129.76 k | 30 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Squire Investment Management | 17.34 k | 30 Jan 25 | 31 Dec 24 | 11.66 k | +49% | 30 Sep 24 |
|
13F-HR
|
Rooted Wealth Advisors | 83.04 k | 30 Jan 25 | 31 Dec 24 | 286.66 k | -71% | 30 Sep 24 |
|
13F-HR
|
SFE Investment Counsel | 341.00 k | 29 Jan 25 | 31 Dec 24 | 313.63 k | +9% | 30 Sep 24 |
|
13F-HR
|
Paul Damon & Associates | 4.42 k | 29 Jan 25 | 31 Dec 24 | 4.54 k | -2% | 30 Sep 24 |
|
13F-HR
|
Vontobel Holding | 10.00 k | 29 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 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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