| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
M&T Bank | 16.50 k | 6 Feb 25 | 31 Dec 24 | 16.50 k | 0% | 30 Sep 24 |
|
13F-HR
|
LVZ Advisors | 1.94 mm | 6 Feb 25 | 31 Dec 24 | 1.89 mm | +3% | 30 Sep 24 |
|
13F-HR
|
Billeaud Capital Management | 1.33 mm | 6 Feb 25 | 31 Dec 24 | 1.58 mm | -16% | 30 Sep 24 |
|
13F-HR
|
Atria Investments | 251.65 k | 6 Feb 25 | 31 Dec 24 | 42.03 k | +499% | 30 Sep 24 |
|
13F-HR
|
Assetmark | 657.57 k | 6 Feb 25 | 31 Dec 24 | 664.50 k | -1% | 30 Sep 24 |
|
13F-HR
|
Smithfield Trust | 4.76 k | 6 Feb 25 | 31 Dec 24 | 4.76 k | 0% | 30 Sep 24 |
|
13F-HR
|
WoodTrust Financial | 10.65 k | 6 Feb 25 | 31 Dec 24 | 10.65 k | 0% | 30 Sep 24 |
|
13F-HR
|
Keybank National Association | 22.21 k | 6 Feb 25 | 31 Dec 24 | 22.31 k | 0% | 30 Sep 24 |
|
13F-HR
|
Disciplined Investments | 193.56 k | 6 Feb 25 | 31 Dec 24 | 180.80 k | +7% | 30 Sep 24 |
|
13F-HR
|
Mason Investment Advisory Services | 118.75 k | 6 Feb 25 | 31 Dec 24 | 118.45 k | 0% | 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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