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My Recent Searches
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Real Estate Select Sector Spdr Fund (XLRE) |
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$37.35 0.00 (0.00%) as of 4:30 Thu 5/23
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Download |
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Institutional
Holders
Total
Institutions:
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632 34 |
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Total
shares held :
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102,754,047 |
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% of shares
held :
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16.75% |
|
Changes In:
|
|
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New/increased
positions vs
old/decreased
positions :
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53 |
|
Amount
of shares held :
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23,385,230 |
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% of shares
held change :
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3.81% |
|
Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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$33.45 |
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Last
Quarter's Ending
Price :
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$40.06 |
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Last
Quarter's Average
Price :
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$35.91 |
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Change
from last quarter's
avg. price
to the last closing :
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1.44 (4.01%) |
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All
Securities Held : |
Positions
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Shares
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%
Of
Total Shares
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New
Positions : |
93
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11,762,704
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11.45%
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Increased
Positions : |
224
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17,801,947
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17.32%
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Unchanged
Positions : |
110
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3,092,953
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3.01%
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|
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Decreased
Positions : |
205
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-4,488,438
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-4.37%
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Closed
Positions : |
59
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-1,690,983
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-1.65%
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Guru
Positions : |
2
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47,932
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0.05%
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Harel Insurance Investments & Financial Services L |
|
- |
2024-03-31 |
2,918,968 |
$115,387,000 |
0 |
|
FACTORY MUTUAL INSURANCE CO |
85 |
- |
2024-03-31 |
659,000 |
$26,050,000 |
0 |
|
Auto-Owners Insurance Co |
37 |
- |
2024-03-31 |
584,048 |
$23,093,000 |
0 |
|
AMICA MUTUAL INSURANCE CO |
15 |
- |
2024-03-31 |
322,894 |
$12,767,000 |
0 |
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Kranot Hishtalmut Le Morim Ve Gananot Havera Menah |
33 |
- |
2024-03-31 |
303,152 |
$11,987,000 |
0 |
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Trust Asset Management LLC |
12 |
- |
2024-03-31 |
294,111 |
$11,626,000 |
0 |
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ARMSTRONG ADVISORY GROUP INC |
25 |
- |
2024-03-31 |
199,420 |
$7,989,000 |
0 |
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Kranot Hishtalmut Le Morim Tichoniim Havera Menahe |
33 |
- |
2024-03-31 |
104,758 |
$4,142,000 |
0 |
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FORBES J M & CO LLP |
58 |
- |
2024-03-31 |
76,511 |
$3,024,000 |
0 |
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CARDIFF PARK ADVISORS LLC |
58 |
- |
2024-03-31 |
74,591 |
$2,949,000 |
0 |
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Horizons Wealth Management |
20 |
- |
2024-03-31 |
37,392 |
$1,498,000 |
0 |
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HBW Advisory Services LLC |
117 |
- |
2024-03-31 |
26,875 |
$1,077,000 |
0 |
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Banco Santander S.A. |
290 |
- |
2024-03-31 |
21,180 |
$837,000 |
0 |
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Clal Insurance Enterprises Holdings Ltd |
106 |
- |
2024-03-31 |
16,000 |
$632,000 |
0 |
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Colony Family Offices LLC |
43 |
- |
2024-03-31 |
15,507 |
$613,000 |
0 |
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HIRTLE CALLAGHAN & CO INC |
53 |
- |
2024-03-31 |
13,802 |
$546,000 |
0 |
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BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
570 |
- |
2024-03-31 |
13,775 |
$535,000 |
0 |
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YALE CAPITAL CORP |
326 |
- |
2024-03-31 |
12,884 |
$509,000 |
0 |
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GLENMEDE TRUST CO NA |
993 |
- |
2024-03-31 |
9,719 |
$384,000 |
0 |
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Edmonds Duncan Registered Investment Advisors LLC |
87 |
- |
2024-03-31 |
9,292 |
$367,000 |
0 |
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OKABENA INVESTMENT SERVICES INC |
92 |
- |
2024-03-31 |
9,116 |
$360,000 |
0 |
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CONNING ASSET MANAGEMENT CO. |
241 |
- |
2024-03-31 |
8,500 |
$336,000 |
0 |
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MGB Wealth Management LLC |
147 |
- |
2024-03-31 |
8,450 |
$334,000 |
0 |
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BUCKINGHAM CAPITAL MANAGEMENT, INC. |
111 |
- |
2024-03-31 |
8,300 |
$328,000 |
0 |
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SPINNAKER TRUST |
231 |
- |
2024-03-31 |
7,827 |
$309,000 |
0 |
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FIRST NATIONAL BANK OF HUTCHINSON |
85 |
- |
2024-03-31 |
7,736 |
$306,000 |
0 |
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Crescent Grove Advisors LLC |
242 |
- |
2024-03-31 |
7,378 |
$292,000 |
0 |
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Tandem Wealth Advisors LLC |
47 |
- |
2024-03-31 |
6,613 |
$261,000 |
0 |
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Barber Financial Group Inc. |
117 |
- |
2023-03-31 |
6,819 |
$255,000 |
0 |
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HOLLENCREST SECURITIES LLC |
249 |
- |
2024-03-31 |
6,430 |
$254,000 |
0 |
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WHALEROCK POINT PARTNERS LLC |
148 |
- |
2024-03-31 |
6,435 |
$254,000 |
0 |
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BARRETT & COMPANY INC. |
120 |
- |
2024-03-31 |
5,956 |
$235,000 |
0 |
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MADDEN ADVISORY SERVICES, INC. |
84 |
- |
2024-03-31 |
5,928 |
$234,000 |
0 |
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PETTYJOHN CO |
173 |
- |
2024-03-31 |
5,818 |
$230,000 |
0 |
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Security National Bank |
134 |
- |
2024-03-31 |
3,012 |
$119,000 |
0 |
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CHILTON CAPITAL MANAGEMENT LLC |
297 |
- |
2024-03-31 |
2,064 |
$82,000 |
0 |
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SMITHFIELD TRUST CO |
483 |
- |
2024-03-31 |
2,047 |
$81,000 |
0 |
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POM Investment Strategies LLC |
55 |
- |
2024-03-31 |
1,772 |
$70,000 |
0 |
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Viewpoint Capital Management LLC |
117 |
- |
2024-03-31 |
1,369 |
$54,000 |
0 |
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WHITTIER TRUST CO OF NEVADA INC |
671 |
- |
2024-03-31 |
1,357 |
$54,000 |
0 |
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Bogart Wealth LLC |
367 |
- |
2024-03-31 |
1,322 |
$52,000 |
0 |
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Nalls Sherbakoff Group LLC |
200 |
- |
2023-12-31 |
787 |
$32,000 |
0 |
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AYRSHIRE ASSOCIATES INC |
394 |
- |
2024-03-31 |
735 |
$29,000 |
0 |
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HARBOR INVESTMENT ADVISORY LLC |
707 |
- |
2024-03-31 |
595 |
$24,000 |
0 |
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ANGELES WEALTH MANAGEMENT LLC |
271 |
- |
2024-03-31 |
543 |
$21,000 |
0 |
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EverSource Wealth Advisors LLC |
1231 |
- |
2024-03-31 |
488 |
$20,000 |
0 |
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PROVENCE WEALTH MANAGEMENT GROUP |
282 |
- |
2023-12-31 |
416 |
$17,000 |
0 |
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Newbridge Financial Services Group Inc. |
668 |
- |
2024-03-31 |
386 |
$15,000 |
0 |
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WETZEL INVESTMENT ADVISORS INC. |
468 |
- |
2024-03-31 |
362 |
$13,000 |
0 |
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Bank of New Hampshire |
404 |
- |
2024-03-31 |
300 |
$12,000 |
0 |
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Rice Partnership LLC |
131 |
- |
2024-03-31 |
278 |
$11,000 |
0 |
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Investors Research Corp |
705 |
- |
2024-03-31 |
272 |
$11,000 |
0 |
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Main Street Group LTD |
409 |
- |
2024-03-31 |
275 |
$11,000 |
0 |
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DUNCKER STREETT & CO INC |
410 |
- |
2024-03-31 |
250 |
$10,000 |
0 |
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Dougherty Wealth Advisers LLC |
102 |
- |
2024-03-31 |
256 |
$10,000 |
0 |
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Archer Investment Corp |
653 |
- |
2024-03-31 |
236 |
$9,000 |
0 |
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Carmichael Hill & Associates Inc. |
520 |
- |
2024-03-31 |
176 |
$7,000 |
0 |
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WEBSTER BANK |
508 |
- |
2024-03-31 |
170 |
$7,000 |
0 |
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FIRST COMMUNITY TRUST NA |
247 |
- |
2024-03-31 |
178 |
$7,000 |
0 |
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Farther Finance Advisors LLC |
1914 |
- |
2024-03-31 |
183 |
$7,000 |
0 |
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Bare Financial Services Inc |
101 |
- |
2024-03-31 |
169 |
$6,000 |
0 |
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Cape Investment Advisory Inc. |
760 |
- |
2023-12-31 |
138 |
$6,000 |
0 |
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Global Financial Private Client LLC |
506 |
- |
2024-03-31 |
145 |
$6,000 |
0 |
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JTC Employer Solutions Trusteee Ltd |
316 |
- |
2024-03-31 |
125 |
$5,000 |
0 |
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Koesten Hirschmann & Crabtree INC. |
147 |
- |
2024-03-31 |
121 |
$5,000 |
0 |
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BELLEVUE ASSET MANAGEMENT LLC |
312 |
- |
2024-03-31 |
139 |
$5,000 |
0 |
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RESOURCES MANAGEMENT CORP /CT/ /ADV |
390 |
- |
2024-03-31 |
136 |
$5,000 |
0 |
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Element Wealth LLC |
237 |
- |
2024-03-31 |
125 |
$5,000 |
0 |
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Mascoma Wealth Management LLC |
389 |
- |
2024-03-31 |
96 |
$4,000 |
0 |
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Washington Trust Advisors Inc. |
607 |
- |
2024-03-31 |
99 |
$4,000 |
0 |
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ST GERMAIN D J CO INC |
637 |
- |
2024-03-31 |
66 |
$3,000 |
0 |
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Pinnacle Bank |
773 |
- |
2024-03-31 |
67 |
$3,000 |
0 |
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HAZLETT BURT & WATSON INC. |
632 |
- |
2024-03-31 |
80 |
$3,000 |
0 |
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SRS Capital Advisors Inc. |
995 |
- |
2024-03-31 |
87 |
$3,000 |
0 |
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Quent Capital LLC |
1199 |
- |
2024-03-31 |
82 |
$3,000 |
0 |
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VOISARD ASSET MANAGEMENT GROUP INC. |
295 |
- |
2024-03-31 |
75 |
$3,000 |
0 |
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Park Place Capital Corp |
803 |
- |
2024-03-31 |
83 |
$3,000 |
0 |
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ARROW FINANCIAL CORP |
307 |
- |
2024-03-31 |
74 |
$3,000 |
0 |
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Moisand Fitzgerald Tamayo LLC |
488 |
- |
2024-03-31 |
41 |
$2,000 |
0 |
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FIRST MANHATTAN CO |
1290 |
- |
2024-03-31 |
48 |
$2,000 |
0 |
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Sutton Wealth Advisors Inc. |
742 |
- |
2023-09-30 |
50 |
$2,000 |
0 |
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Mine & Arao Wealth Creation & Management LLC. |
291 |
- |
2024-03-31 |
60 |
$2,000 |
0 |
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Piscataqua Savings Bank |
363 |
- |
2024-03-31 |
41 |
$2,000 |
0 |
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INDIANA TRUST & INVESTMENT MANAGEMENT CO |
453 |
- |
2024-03-31 |
24 |
$1,000 |
0 |
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Coston McIsaac & Partners |
540 |
- |
2024-03-31 |
29 |
$1,000 |
0 |
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McIlrath & Eck LLC |
849 |
- |
2024-03-31 |
22 |
$1,000 |
0 |
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HIGHLANDER CAPITAL MANAGEMENT, LLC |
591 |
- |
2024-03-31 |
15 |
$1,000 |
0 |
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PIN OAK INVESTMENT ADVISORS INC |
446 |
- |
2024-03-31 |
16 |
$1,000 |
0 |
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TRUSTCORE FINANCIAL SERVICES LLC |
938 |
- |
2022-12-31 |
29 |
$1,000 |
0 |
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Rosenberg Matthew Hamilton |
786 |
- |
2024-03-31 |
36 |
$1,000 |
0 |
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Pacifica Partners Inc. |
479 |
- |
2024-03-31 |
27 |
$1,000 |
0 |
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Key Financial Inc |
1197 |
- |
2024-03-31 |
31 |
$1,000 |
0 |
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MEADOWBROOK INVESTMENT ADVISORS LLC |
328 |
- |
2024-03-31 |
16 |
$1,000 |
0 |
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OAK HARBOR WEALTH PARTNERS LLC |
228 |
- |
2024-03-31 |
18 |
$1,000 |
0 |
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Davis Capital Management |
279 |
- |
2024-03-31 |
18 |
$1,000 |
0 |
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AllSquare Wealth Management LLC |
500 |
- |
2024-03-31 |
3 |
$0 |
0 |
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DHJJ Financial Advisors Ltd. |
696 |
- |
2024-03-31 |
3 |
$0 |
0 |
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Northwest Financial Advisors |
809 |
*New |
2024-03-31 |
0 |
$0 |
0 |
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FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC |
120 |
*New |
2022-12-31 |
0 |
$0 |
0 |
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Balentine LLC |
615 |
- |
2024-03-31 |
11 |
$0 |
0 |
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100 Records found
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1
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Page 1 of 1 |
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