| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Angeles Wealth Management | 472.00 | 28 Jan 25 | 31 Dec 24 | 444.00 | +6% | 30 Sep 24 |
|
13F-HR
|
Newbridge Financial Services | 673.00 | 28 Jan 25 | 31 Dec 24 | 620.00 | +9% | 30 Sep 24 |
|
13F-HR
|
Activest Wealth Management | 1.00 | 28 Jan 25 | 31 Dec 24 | 6.00 | -83% | 30 Sep 24 |
|
13F-HR
|
HTLF Bank | 718.00 | 28 Jan 25 | 31 Dec 24 | 729.00 | -2% | 30 Sep 24 |
|
13F-HR
|
Loring Wolcott & Coolidge Fiduciary Advisors | 1.45 k | 28 Jan 25 | 31 Dec 24 | 1.45 k | 0% | 30 Sep 24 |
|
13F-HR
|
Kestra Private Wealth Services | 4.58 k | 28 Jan 25 | 31 Dec 24 | 4.26 k | +7% | 30 Sep 24 |
|
13F-HR
|
Quotient Wealth Partners | 368.00 | 28 Jan 25 | 31 Dec 24 | 0.00 | +∞% | 30 Sep 24 |
|
13F-HR
|
Stephens | 1.44 k | 28 Jan 25 | 31 Dec 24 | 1.51 k | -4% | 30 Sep 24 |
|
13F-HR
|
Stockman Wealth Management | 1.26 k | 28 Jan 25 | 31 Dec 24 | 2.93 k | -57% | 30 Sep 24 |
|
13F-HR
|
Investment Advisory Services | 2.29 k | 28 Jan 25 | 31 Dec 24 | 2.31 k | -1% | 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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