| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
CPA Asset Management | 2.01 k | 4 Feb 25 | 31 Dec 24 | 2.01 k | 0% | 30 Sep 24 |
|
13F-HR
|
Daner Wealth Management | 1.25 k | 4 Feb 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Cutter & CO Brokerage | 9.82 k | 4 Feb 25 | 31 Dec 24 | 10.22 k | -4% | 30 Sep 24 |
|
13F-HR
|
Financial Symmetry | 4.37 k | 4 Feb 25 | 31 Dec 24 | 4.35 k | +1% | 30 Sep 24 |
|
13F-HR
|
Richard Bernstein Advisors | 1.89 mm | 4 Feb 25 | 31 Dec 24 | 1.61 mm | +17% | 30 Sep 24 |
|
13F-HR
|
Lake Street Advisors | 19.43 k | 4 Feb 25 | 31 Dec 24 | 21.65 k | -10% | 30 Sep 24 |
|
13F-HR
|
Globe Life | 604.18 k | 4 Feb 25 | 31 Dec 24 | 604.18 k | 0% | 30 Sep 24 |
|
13F-HR
|
JFG Wealth Management | 674.12 k | 4 Feb 25 | 31 Dec 24 | 629.14 k | +7% | 30 Sep 24 |
|
13F-HR
|
Johnson Financial | 181.05 k | 4 Feb 25 | 31 Dec 24 | 523.00 | 30 Sep 24 | |
|
13F-HR
|
Provident Wealth Management | 177.00 | 4 Feb 25 | 31 Dec 24 | 99.00 | +79% | 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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