| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
WASHINGTON TRUST | 1.00 k | 30 Jan 25 | 31 Dec 24 | 3.00 k | -67% | 30 Sep 24 |
|
13F-HR
|
WealthPLAN Partners | 3.14 k | 30 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Center for Financial Planning | 74.00 | 30 Jan 25 | 31 Dec 24 | 74.00 | 0% | 30 Sep 24 |
|
13F-HR
|
WealthPlan Investment Management | 10.61 k | 30 Jan 25 | 31 Dec 24 | 9.03 k | +17% | 30 Sep 24 |
|
13F-HR
|
BXM Wealth | 3.28 k | 30 Jan 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Myriad Asset Management US | 22.00 k | 30 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Jun 24 |
|
13F-HR/A
|
Bordeaux Wealth Advisors | 3.55 k | 30 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Family CFO | 1.35 k | 30 Jan 25 | 31 Dec 24 | 1.35 k | 0% | 30 Sep 24 |
|
13F-HR
|
Nations Financial Group Inc, | 4.16 k | 30 Jan 25 | 31 Dec 24 | 4.12 k | +1% | 30 Sep 24 |
|
13F-HR
|
Spinnaker Trust | 7.41 k | 30 Jan 25 | 31 Dec 24 | 7.28 k | +2% | 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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