| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Opes Wealth Management | 4.96 k | 30 Jan 25 | 31 Dec 24 | 4.98 k | -1% | 30 Sep 24 |
|
13F-HR
|
Valmark Advisers | 3.33 k | 30 Jan 25 | 31 Dec 24 | 3.27 k | +2% | 30 Sep 24 |
|
13F-HR
|
L.M. Kohn & Company | 2.65 k | 30 Jan 25 | 31 Dec 24 | 2.66 k | 0% | 30 Sep 24 |
|
13F-HR
|
Csenge Advisory | 5.09 k | 30 Jan 25 | 31 Dec 24 | 5.84 k | -13% | 30 Sep 24 |
|
13F-HR/A
|
Strategic Financial Concepts | 702.00 | 30 Jan 25 | 31 Dec 24 | 626.00 | +12% | 30 Sep 24 |
|
13F-HR
|
Amarillo National Bank | 3.60 k | 30 Jan 25 | 31 Dec 24 | 3.60 k | 0% | 30 Sep 24 |
|
13F-HR
|
Allworth Financial | 60.83 k | 30 Jan 25 | 31 Dec 24 | 24.70 k | +146% | 30 Sep 24 |
|
13F-HR
|
Principal Securities | 19.24 k | 30 Jan 25 | 31 Dec 24 | 18.31 k | +5% | 30 Sep 24 |
|
13F-HR
|
James Investment Research | 31.61 k | 30 Jan 25 | 31 Dec 24 | 31.99 k | -1% | 30 Sep 24 |
|
13F-HR
|
Game Plan Financial Advisors | 40.00 | 30 Jan 25 | 31 Dec 24 | 40.00 | 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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