| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
WealthPLAN Partners | 271.00 | 30 Jan 25 | 31 Dec 24 | 269.00 | +1% | 30 Sep 24 |
|
13F-HR
|
WealthPlan Investment Management | 110.37 k | 30 Jan 25 | 31 Dec 24 | 101.23 k | +9% | 30 Sep 24 |
|
13F-HR
|
BXM Wealth | 5.35 k | 30 Jan 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR/A
|
Bordeaux Wealth Advisors | 4.00 k | 30 Jan 25 | 31 Dec 24 | 4.00 k | 0% | 30 Sep 24 |
|
13F-HR
|
Nations Financial Group Inc, | 7.41 k | 30 Jan 25 | 31 Dec 24 | 7.41 k | 0% | 30 Sep 24 |
|
13F-HR
|
Bordeaux Wealth Advisors | 4.00 k | 30 Jan 25 | 31 Dec 24 | 4.00 k | 0% | 30 Sep 24 |
|
13F-HR
|
Trademark Financial Management | 7.16 k | 30 Jan 25 | 31 Dec 24 | 13.33 k | -46% | 30 Sep 24 |
|
13F-HR
|
Valeo Financial Advisors | 12.18 k | 30 Jan 25 | 31 Dec 24 | 11.32 k | +8% | 30 Sep 24 |
|
13F-HR/A
|
Thrivent Trust Co of Tennessee | 8.36 k | 30 Jan 25 | 31 Dec 24 | 8.36 k | 0% | 30 Sep 24 |
|
13F-HR
|
Nova R Wealth | 108.23 k | 30 Jan 25 | 31 Dec 24 | 12.02 k | +801% | 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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