| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Global Retirement Partners | 2.10 k | 31 Jan 25 | 31 Dec 24 | 66.00 | 30 Sep 24 | |
|
13F-HR
|
Fedenia Advisers | 2.56 k | 31 Jan 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Atlas Legacy Advisors | 18.42 k | 31 Jan 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Bank of Jackson Hole Trust | 2.00 k | 31 Jan 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Key FInancial | 20.00 | 31 Jan 25 | 31 Dec 24 | 20.00 | 0% | 30 Sep 24 |
|
13F-HR
|
Kestra Investment Management | 1.20 k | 31 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Beta Wealth | 39.33 k | 31 Jan 25 | 31 Dec 24 | 37.69 k | +4% | 30 Sep 24 |
|
13F-HR
|
HighMark Wealth Management | 16.00 | 31 Jan 25 | 31 Dec 24 | 77.00 | -79% | 30 Sep 24 |
|
13F-HR
|
Morton Brown Family Wealth | 120.00 | 31 Jan 25 | 31 Dec 24 | 120.00 | 0% | 30 Sep 24 |
|
13F-HR
|
Venturi Wealth Management | 200.00 | 31 Jan 25 | 31 Dec 24 | 250.00 | -20% | 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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