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Get Institutions for : 
Freedom Environmental Services, Inc. (FRDM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 93    9
Total shares held : 
13,891,329  
% of shares held : 
13.43%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  38  
Amount of shares held : 
1,022,479  
% of shares held change : 
  0.99%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 268,591
 1.93%
 
Increased Positions :
48
 1,640,892
 11.81%
 
Unchanged Positions :
10
 137,248
 0.99%
 
Decreased Positions :
19
-796,073
-5.73%
 
Closed Positions :
7
-90,931
-0.65%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   RETIREMENT PLANNING GROUP 8 - 2024-03-31 1,789,230 $60,351,000 31,213
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 209 - 2024-03-31 1,315,639 $44,376,000 56,154
   JANE STREET GROUP LLC 514 - 2024-03-31 563,436 $19,005,000 189,604
   Kathmere Capital Management LLC 20 - 2024-03-31 461,010 $15,550,000 12,581
   Coyle Financial Counsel Inc. 6 - 2024-03-31 385,424 $13,000,000 9,812
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 720 - 2024-03-31 348,820 $11,766,000 6,462
   HIGHTOWER ADVISORS, LLC 635 - 2024-03-31 346,840 $11,689,000 8,860
   Kestra Advisory Services LLC 292 - 2024-03-31 319,824 $10,788,000 40,128
   Stokes Family Office LLC 28 - 2024-03-31 197,496 $6,662,000 22,869
   WCG Wealth Advisors LLC 56 - 2024-03-31 195,976 $6,610,000 7,728
   Watchman Group Inc. 9 - 2024-03-31 195,084 $6,580,000 12,606
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 642 - 2024-03-31 181,373 $6,118,000 122,154
   TrueWealth Advisors LLC 9 - 2024-03-31 176,527 $5,954,000 8,151
   Resources Investment Advisors Inc. 179 - 2024-03-31 173,757 $5,861,000 911
   Beaumont Financial Advisors LLC 44 - 2024-03-31 172,831 $5,830,000 13,890
   MAYPORT LLC 9 - 2024-03-31 167,532 $5,651,000 44,222
   GREAT VALLEY ADVISOR GROUP INC. 132 - 2024-03-31 166,479 $5,615,000 14,673
   Bull Oak Capital LLC 10 - 2024-03-31 152,675 $5,150,000 152,070
   Stegent Equity Advisors Inc. 2 - 2024-03-31 130,110 $4,389,000 23,774
   GTS SECURITIES LLC 184 - 2024-03-31 128,815 $4,345,000 70,068
   New England Private Wealth Advisors LLC 39 - 2024-03-31 112,843 $3,806,000 82
   OLD MISSION CAPITAL LLC 147 - 2024-03-31 108,849 $3,671,000 19,505
   COMMONWEALTH EQUITY SERVICES LLC. 1404 - 2024-03-31 101,110 $3,410,000 12,530
   Smallwood Wealth Investment Management LLC 11 - 2024-03-31 93,836 $3,165,000 2,225
   ROYAL BANK OF CANADA 2427 - 2024-03-31 67,745 $2,285,000 30,326
   Clear Creek Financial Management LLC 82 - 2024-03-31 57,195 $1,929,000 12,731
   1620 INVESTMENT ADVISORS INC. 12 - 2024-03-31 54,278 $1,831,000 1,183
   Ethos Financial Group LLC 54 - 2024-03-31 46,973 $1,584,000 6,157
   Personal Resources Investment & Strategic Manageme 25 - 2024-03-31 46,944 $1,583,000 1,859
   Well Done LLC 51 - 2024-03-31 44,034 $1,485,000 16,318
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 865 - 2023-09-30 49,587 $1,404,000 1,435
   Lunt Capital Management Inc. 37 - 2024-03-31 39,241 $1,324,000 3,516
   MAGNOLIA CAPITAL ADVISORS LLC 44 - 2024-03-31 25,462 $816,000 150
   Cetera Investment Advisers 2332 - 2024-03-31 20,835 $703,000 3,344
   Betterment LLC 255 - 2024-03-31 15,841 $534,000 4,754
   MML INVESTORS SERVICES LLC 1793 - 2024-03-31 14,306 $483,000 1,690
   RAYMOND JAMES & ASSOCIATES 3128 - 2024-03-31 12,463 $420,000 770
   Arete Wealth Advisors LLC 319 - 2024-03-31 11,809 $398,000 45
   We Are One Seven LLC 718 - 2024-03-31 9,043 $305,000 738
   Wealthcare Advisory Partners LLC 664 - 2024-03-31 8,946 $302,000 262
   Strategic Financial Concepts LLC 238 - 2024-03-31 8,134 $274,000 8,134
   H D Vest Advisory Services 1398 - 2024-03-31 7,416 $250,000 1,007
   IHT Wealth Management LLC 884 - 2024-03-31 7,137 $241,000 260
   Capital Advisors Ltd. LLC 268 - 2024-03-31 6,022 $203,000 326
   AdvisorNet Financial Inc 496 - 2024-03-31 5,306 $179,000 3
   FMR LLC 3200 - 2024-03-31 2,439 $82,000 332
   Parallel Advisors LLC 1352 - 2024-03-31 1,970 $66,000 711
   NBC SECURITIES INC. 1055 - 2024-03-31 1,970 $66,000 27
   Farther Finance Advisors LLC 2042 - 2024-03-31 144 $5,000 24

  49 Records found
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