| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Copia Wealth Management | 125.00 | 6 Mar 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Elite Financial | 19.05 k | 6 Mar 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Wood Tarver Financial | 158.00 | 6 Mar 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Comprehensive Money Management Services | 9.23 k | 4 Mar 25 | 31 Dec 24 | 0.00 | +∞% | - |
|
13F-HR
|
Buska Wealth Management | 13.61 k | 4 Mar 25 | 31 Dec 24 | 22.52 k | -40% | 30 Jun 24 |
|
13F-HR
|
Smith Shellnut Wilson | 17.97 k | 4 Mar 25 | 31 Dec 24 | 14.34 k | +25% | 30 Sep 24 |
|
13F-HR/A
|
Brighton Jones | 18.11 k | 4 Mar 25 | 31 Dec 24 | 16.66 k | +9% | 30 Sep 24 |
|
13F-HR/A
|
Brighton Jones | 16.66 k | 4 Mar 25 | 30 Sep 24 | 16.61 k | 0% | 30 Jun 24 |
|
13F-HR/A
|
Brighton Jones | 16.61 k | 4 Mar 25 | 30 Jun 24 | 16.33 k | +2% | 31 Mar 24 |
|
13F-HR
|
SK Wealth Management | 84.44 k | 3 Mar 25 | 31 Dec 24 | 83.52 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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