| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Raymond James Financial | 15.63 k | 6 Feb 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Assetmark | 16.00 | 6 Feb 25 | 31 Dec 24 | 16.00 | 0% | 30 Sep 24 |
|
13F-HR
|
Steward Partners Investment Advisory | 380.00 | 6 Feb 25 | 31 Dec 24 | 351.00 | +8% | 30 Sep 24 |
|
13F-HR
|
Mission Wealth Management | 4.20 k | 6 Feb 25 | 31 Dec 24 | 4.20 k | 0% | 30 Sep 24 |
|
13F-HR
|
Jones Financial Companies LLLP | 57.00 | 5 Feb 25 | 31 Dec 24 | 57.00 | 0% | 30 Sep 24 |
|
13F-HR
|
Levin Capital Strategies | 104.86 k | 5 Feb 25 | 31 Dec 24 | 104.86 k | 0% | 30 Sep 24 |
|
13F-HR
|
CWM | 601.00 | 4 Feb 25 | 31 Dec 24 | 295.00 | +104% | 30 Sep 24 |
|
13F-HR
|
Concurrent Investment Advisors | 30.67 k | 3 Feb 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Global Retirement Partners | 122.00 | 31 Jan 25 | 31 Dec 24 | 114.00 | +7% | 30 Sep 24 |
|
13F-HR/A
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9.58 k | 31 Jan 25 | 31 Dec 24 | 9.58 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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