| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Freestone Capital | 21.10 k | 6 Feb 25 | 31 Dec 24 | 20.80 k | +1% | 30 Jun 24 |
|
13F-HR
|
Pinnacle Wealth Planning Services | 9.32 k | 6 Feb 25 | 31 Dec 24 | 10.86 k | -14% | 30 Sep 24 |
|
13F-HR
|
Ethos Financial | 4.22 k | 6 Feb 25 | 31 Dec 24 | 3.12 k | +35% | 30 Sep 24 |
|
13F-HR
|
Lindbrook Capital | 5.67 k | 6 Feb 25 | 31 Dec 24 | 5.70 k | 0% | 30 Sep 24 |
|
13F-HR
|
Carmel Capital Partners | 2.38 k | 6 Feb 25 | 31 Dec 24 | 2.39 k | 0% | 30 Sep 24 |
|
13F-HR
|
Vestmark Advisory Solutions | 7.57 k | 6 Feb 25 | 31 Dec 24 | 6.33 k | +20% | 30 Sep 24 |
|
13F-HR
|
Blue Barn Wealth | 871.00 | 6 Feb 25 | 31 Dec 24 | 835.00 | +4% | 30 Sep 24 |
|
13F-HR
|
Bellevue Asset Management | 520.00 | 6 Feb 25 | 31 Dec 24 | 520.00 | 0% | 30 Sep 24 |
|
13F-HR
|
McDonough Capital Management | 916.00 | 6 Feb 25 | 31 Dec 24 | 916.00 | 0% | 30 Sep 24 |
|
13F-HR/A
|
SOA Wealth Advisors | 2.70 k | 6 Feb 25 | 31 Dec 24 | 4.68 k | -42% | 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.
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.
