| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
WealthPLAN Partners | 205.00 | 30 Jan 25 | 31 Dec 24 | 203.00 | +1% | 30 Sep 24 |
|
13F-HR
|
WealthPlan Investment Management | 48.00 | 30 Jan 25 | 31 Dec 24 | 363.61 k | -100% | 30 Sep 24 |
|
13F-HR
|
Aries Wealth Management | 51.24 k | 29 Jan 25 | 31 Dec 24 | 44.44 k | +15% | 30 Sep 24 |
|
13F-HR
|
DHJJ Financial Advisors | 20.00 | 29 Jan 25 | 31 Dec 24 | 20.00 | 0% | 30 Sep 24 |
|
13F-HR
|
Beckerman Institutional | 31.43 k | 29 Jan 25 | 31 Dec 24 | 18.26 k | +72% | 30 Sep 24 |
|
13F-HR
|
Howard Bailey Securities | 12.53 k | 29 Jan 25 | 31 Dec 24 | 14.18 k | -12% | 30 Sep 24 |
|
13F-HR
|
Clarity Capital Partners | 26.02 k | 29 Jan 25 | 31 Dec 24 | 13.53 k | +92% | 30 Sep 24 |
|
13F-HR
|
Retirement Guys Formula | 11.46 k | 29 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Authentikos Wealth Advisory | 7.68 k | 29 Jan 25 | 31 Dec 24 | 7.80 k | -2% | 30 Sep 24 |
|
13F-HR
|
Great Lakes Retirement | 10.06 k | 29 Jan 25 | 31 Dec 24 | 10.68 k | -6% | 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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