| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
REAP Financial | 0.00 | 27 Feb 25 | 31 Dec 24 | 0.00 | - | |
|
13F-HR/A
|
Pinnacle Wealth Planning Services | 2.37 k | 26 Feb 25 | 31 Dec 24 | 3.41 k | -31% | 30 Sep 24 |
|
13F-HR
|
Carolinas Wealth Consulting | 10.00 | 26 Feb 25 | 31 Dec 24 | 39.00 | -74% | 30 Sep 24 |
|
13F-HR
|
Lakeshore Capital | 3.16 k | 26 Feb 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Virtue Capital Management | 1.67 k | 26 Feb 25 | 31 Dec 24 | 1.63 k | +3% | 30 Sep 24 |
|
13F-HR
|
SWAN Capital | 43.00 | 25 Feb 25 | 31 Dec 24 | 43.00 | 0% | 30 Sep 24 |
|
13F-HR
|
National Asset Management | 6.14 k | 25 Feb 25 | 31 Dec 24 | 6.49 k | -5% | 30 Sep 24 |
|
13F-HR
|
Integrated Advisors Network | 1.98 k | 25 Feb 25 | 31 Dec 24 | 2.30 k | -14% | 30 Sep 24 |
|
13F-HR
|
H&H Retirement Design & Management | 4.54 k | 24 Feb 25 | 31 Dec 24 | 5.00 k | -9% | 30 Sep 24 |
|
13F-HR
|
Great Valley Advisor | 2.05 k | 24 Feb 25 | 31 Dec 24 | 1.58 k | +29% | 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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