| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Smith & Howard Wealth Management | 45.82 k | 7 Feb 25 | 31 Dec 24 | 44.18 k | +4% | 30 Sep 24 |
|
13F-HR
|
Honkamp Krueger Financial Services | 420.53 k | 7 Feb 25 | 31 Dec 24 | 422.11 k | 0% | 30 Sep 24 |
|
13F-HR
|
Sequoia Financial Advisors | 71.76 k | 7 Feb 25 | 31 Dec 24 | 30.50 k | +135% | 30 Sep 24 |
|
13F-HR
|
Warwick Investment Management | 90.30 k | 7 Feb 25 | 31 Dec 24 | 86.96 k | +4% | 30 Sep 24 |
|
13F-HR
|
PFG Advisors | 111.24 k | 7 Feb 25 | 31 Dec 24 | 16.89 k | +559% | 30 Sep 24 |
|
13F-HR
|
St. Louis Trust | 727.25 k | 7 Feb 25 | 31 Dec 24 | 223.37 k | +226% | 30 Sep 24 |
|
13F-HR
|
Summit X | 9.55 k | 7 Feb 25 | 31 Dec 24 | 8.52 k | +12% | 30 Sep 24 |
|
13F-HR
|
HighTower Advisors | 1.70 mm | 7 Feb 25 | 31 Dec 24 | 1.60 mm | +7% | 30 Sep 24 |
|
13F-HR
|
New England Private Wealth Advisors | 120.15 k | 7 Feb 25 | 31 Dec 24 | 119.78 k | 0% | 30 Sep 24 |
|
13F-HR
|
Moors & Cabot | 7.82 k | 7 Feb 25 | 31 Dec 24 | 7.26 k | +8% | 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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