| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
PUREfi Wealth | 1.33 k | 21 Apr 25 | 31 Mar 25 | 1.29 k | +3% | 31 Dec 24 |
|
13F-HR
|
BlueSky Wealth Advisors | 2.86 k | 21 Apr 25 | 31 Mar 25 | 3.19 k | -10% | 31 Dec 24 |
|
13F-HR
|
Prentiss Smith & Co | 1.81 k | 21 Apr 25 | 31 Mar 25 | 1.81 k | 0% | 31 Dec 24 |
|
13F-HR
|
Kingswood Wealth Advisors | 34.79 k | 21 Apr 25 | 31 Mar 25 | 17.24 k | +102% | 31 Dec 24 |
|
13F-HR
|
Essex Savings Bank | 4.80 k | 21 Apr 25 | 31 Mar 25 | 4.75 k | +1% | 31 Dec 24 |
|
13F-HR
|
Roman Butler Fullerton & Co | 4.34 k | 18 Apr 25 | 31 Mar 25 | 4.32 k | 0% | 31 Dec 24 |
|
13F-HR
|
Newton One Investments | 349.00 | 18 Apr 25 | 31 Mar 25 | 347.00 | +1% | 31 Dec 24 |
|
13F-HR
|
Pegasus Asset Management | 2.67 k | 18 Apr 25 | 31 Mar 25 | 2.67 k | 0% | 31 Dec 24 |
|
13F-HR
|
Seed Wealth Management | 1.68 k | 18 Apr 25 | 31 Mar 25 | 1.68 k | 0% | 31 Dec 24 |
|
13F-HR
|
Wells Trecaso Financial | 45.42 k | 18 Apr 25 | 31 Mar 25 | 45.13 k | +1% | 31 Dec 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.
We use cookies on this site to provide a more responsive and personalized service. Continuing to browse, clicking I Agree, or closing this banner indicates agreement. See our Cookie Policy for more information.
