| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Global Retirement Partners | 73.00 | 31 Jan 25 | 31 Dec 24 | 71.00 | +3% | 30 Sep 24 |
|
13F-HR
|
Kestra Investment Management | 610.00 | 31 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Atria Wealth Solutions | 78.12 k | 31 Jan 25 | 31 Dec 24 | 63.07 k | +24% | 30 Sep 24 |
|
13F-HR
|
Allworth Financial | 385.00 | 30 Jan 25 | 31 Dec 24 | 385.00 | 0% | 30 Sep 24 |
|
13F-HR
|
Pathway Financial Advisers | 37.61 k | 29 Jan 25 | 31 Dec 24 | 605.26 k | -94% | 30 Sep 24 |
|
13F-HR
|
STA Wealth Management | 14.00 k | 29 Jan 25 | 31 Dec 24 | 14.00 k | 0% | 30 Sep 24 |
|
13F-HR
|
Activest Wealth Management | 7.65 k | 28 Jan 25 | 31 Dec 24 | 7.65 k | 0% | 30 Sep 24 |
|
13F-HR
|
Consolidated Portfolio Review | 172.73 k | 27 Jan 25 | 31 Dec 24 | 172.34 k | 0% | 30 Sep 24 |
|
13F-HR
|
Catalina Capital | 13.55 k | 24 Jan 25 | 31 Dec 24 | 13.55 k | 0% | 30 Sep 24 |
|
13F-HR
|
Journey Strategic Wealth | 32.30 k | 24 Jan 25 | 31 Dec 24 | 26.61 k | +21% | 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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