| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
PUREfi Wealth | 5.06 k | 30 Jan 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Trademark Financial Management | 4.16 k | 30 Jan 25 | 31 Dec 24 | 4.01 k | +4% | 30 Sep 24 |
|
13F-HR
|
Valeo Financial Advisors | 10.26 k | 30 Jan 25 | 31 Dec 24 | 10.26 k | 0% | 30 Sep 24 |
|
13F-HR
|
Values Added Financial | 97.83 k | 29 Jan 25 | 31 Dec 24 | 95.57 k | +2% | 30 Sep 24 |
|
13F-HR
|
Manchester Financial | 219.54 k | 29 Jan 25 | 31 Dec 24 | 223.99 k | -2% | 30 Sep 24 |
|
13F-HR
|
TFC Financial Management | 19.18 k | 29 Jan 25 | 31 Dec 24 | 19.26 k | 0% | 30 Sep 24 |
|
13F-HR
|
Financial Connections | 60.00 | 29 Jan 25 | 31 Dec 24 | 60.00 | 0% | 30 Sep 24 |
|
13F-HR
|
Fairman | 1.03 k | 29 Jan 25 | 31 Dec 24 | 1.03 k | 0% | 30 Sep 24 |
|
13F-HR
|
CAP Partners | 15.76 k | 29 Jan 25 | 31 Dec 24 | 14.00 k | +13% | 30 Sep 24 |
|
13F-HR
|
Bristlecone Advisors | 13.59 k | 29 Jan 25 | 31 Dec 24 | 9.89 k | +37% | 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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