| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Vestmark Advisory Solutions | 119.53 k | 6 Feb 25 | 31 Dec 24 | 110.29 k | +8% | 30 Sep 24 |
|
13F-HR
|
Raymond James Financial | 12.26 mm | 6 Feb 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Cullen/Frost Bankers | 40.91 k | 6 Feb 25 | 31 Dec 24 | 29.16 k | +40% | 30 Sep 24 |
|
13F-HR
|
Assetmark | 217.87 k | 6 Feb 25 | 31 Dec 24 | 209.74 k | +4% | 30 Sep 24 |
|
13F-HR
|
Souders Financial Advisors | 291.04 k | 6 Feb 25 | 31 Dec 24 | 265.45 k | +10% | 30 Sep 24 |
|
13F-HR
|
Synergy Investment Management | 10.26 k | 6 Feb 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Steward Partners Investment Advisory | 223.65 k | 6 Feb 25 | 31 Dec 24 | 200.36 k | +12% | 30 Sep 24 |
|
13F-HR
|
Meridian Wealth Management | 48.08 k | 6 Feb 25 | 31 Dec 24 | 47.66 k | +1% | 30 Sep 24 |
|
13F-HR
|
Financial Council Asset Management | 1.29 mm | 6 Feb 25 | 31 Dec 24 | 1.23 mm | +4% | 30 Sep 24 |
|
13F-HR
|
Jones Financial Companies LLLP | 1.34 mm | 5 Feb 25 | 31 Dec 24 | 855.00 k | +56% | 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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