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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: 3-31-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   THRIVENT FINANCIAL FOR LUTHERANS 149 - 2024-03-31 2,573,436 $86,802,000 -135,976
   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
   Intelligence Driven Advisers LLC 11 - 2024-03-31 549,760 $18,543,000 -150,851
   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
   JANNEY MONTGOMERY SCOTT LLC 552 *New 2024-03-31 278,414 $9,391,000 278,414
   MORGAN STANLEY 3405 - 2024-03-31 258,688 $8,726,000 -149
   WELLS FARGO & CO/MN 1721 - 2024-03-31 223,711 $7,546,000 -670
   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
   Commonwealth Financial Services LLC 19 - 2024-03-31 189,922 $6,248,000 -272
   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
   Smith Anglin Financial LLC 23 - 2024-03-31 171,898 $5,798,000 -391,680
   LEVEL FOUR ADVISORY SERVICES LLC 70 - 2024-03-31 175,475 $5,773,000 0
   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
   BANK OF MONTREAL /CAN/ 1015 *New 2024-03-31 164,069 $5,541,000 164,069
   Bull Oak Capital LLC 10 - 2024-03-31 152,675 $5,150,000 152,070
   LPL FINANCIAL CORP 1827 - 2024-03-31 138,395 $4,668,000 -50,635
   CWM LLC 430 - 2024-03-31 137,234 $4,629,000 -28,916
   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
   QUARRY HILL ADVISORS LLC 9 - 2024-03-31 110,027 $3,711,000 -174
   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
   Lumbard Investment Counseling LLC 34 *New 2024-03-31 81,004 $2,732,000 81,004
   Stephens Consulting LLC 17 - 2024-03-31 79,057 $2,667,000 -1,552
   SUMMIT INVESTMENT ADVISORS INC 234 *New 2024-03-31 77,597 $2,617,000 77,597
   Brookstone Capital Management 322 - 2024-03-31 74,889 $2,526,000 -38,014
   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
   Orion Portfolio Solutions LLC 684 - 2024-03-31 55,000 $1,855,000 0
   1620 INVESTMENT ADVISORS INC. 12 - 2024-03-31 54,278 $1,831,000 1,183
   Advisor Group Holdings Inc. 1775 - 2024-03-31 53,297 $1,798,000 -4,785
   Spotlight Asset Group Inc. 19 *New 2024-03-31 49,621 $1,674,000 49,621
   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
   DISCOVERY CAPITAL MANAGEMENT LLC 44 - 2024-03-31 45,763 $1,544,000 -15,100
   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
   Lansing Street Advisors 38 - 2024-03-31 32,983 $1,113,000 -1,753
   Magnus Financial Group LLC 125 - 2024-03-31 32,739 $1,104,000 -2,759
   ISLAY CAPITAL MANAGEMENT LLC 42 - 2024-03-31 31,665 $1,068,000 -237
   MISSION WEALTH MANAGEMENT LLC 301 *New 2024-03-31 26,350 $889,000 26,350
   J P MORGAN CHASE & CO 3444 - 2024-03-31 26,051 $879,000 -24,929
   Clarus Wealth Advisors 46 - 2024-03-31 24,834 $842,000 -75
   FLOW TRADERS U.S. LLC 345 - 2024-03-31 24,212 $817,000 -89,329
   MAGNOLIA CAPITAL ADVISORS LLC 44 - 2024-03-31 25,462 $816,000 150
   Foundations Investment Advisors LLC 357 *New 2024-03-31 23,999 $809,000 23,999
   Mutual Advisors LLC 598 - 2024-03-31 19,725 $665,000 -3,568
   ENVESTNET ASSET MANAGEMENT INC 3268 - 2024-03-31 18,861 $636,000 -27,428
   Trademark Financial Management LLC 47 - 2024-03-31 18,080 $610,000 -493
   Betterment LLC 255 - 2024-03-31 15,841 $534,000 4,754
   MULTIFINANCIAL SECURITIES CORP 1565 *New 2024-03-31 15,434 $521,000 15,434
   Geneos Wealth Management Inc. 485 *New 2024-03-31 15,246 $514,000 15,246
   Inspire Advisors LLC 206 - 2024-03-31 15,129 $510,000 -70,363
   CLS INVESTMENT FIRM LLC 992 *New 2022-12-31 17,500 $483,000 17,500
   Simplicity WealthLLC 750 *New 2024-03-31 14,321 $483,000 14,321
   MML INVESTORS SERVICES LLC 1793 - 2024-03-31 14,306 $483,000 1,690
   Sawtooth Asset Management Inc. 681 - 2023-12-31 14,321 $471,000 0
   Warren Street Wealth Advisors LLC 57 - 2024-03-31 13,574 $458,000 0
   CAPTRUST FINANCIAL ADVISORS 1550 - 2024-03-31 12,938 $436,000 -127
   RAYMOND JAMES & ASSOCIATES 3128 - 2024-03-31 12,463 $420,000 770
   Dynamic Advisors Solutions LLC 645 - 2024-03-31 12,339 $416,000 -6,707
   Arete Wealth Advisors LLC 319 - 2024-03-31 11,809 $398,000 45
   William Howard & Co Financial Advisors Inc 33 - 2024-03-31 9,893 $334,000 0
   Allen Capital Group LLC 153 *New 2024-03-31 9,597 $324,000 9,597
   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
   Skyline Advisors Inc. 63 - 2024-03-31 8,825 $298,000 -64
   Strategic Financial Concepts LLC 238 - 2024-03-31 8,134 $274,000 8,134
   BAILARD BIEHL & KAISER INC 622 - 2024-03-31 7,458 $252,000 0
   H D Vest Advisory Services 1398 - 2024-03-31 7,416 $250,000 1,007
   GeoWealth Management LLC 620 *New 2024-03-31 7,136 $241,000 7,136
   IHT Wealth Management LLC 884 - 2024-03-31 7,137 $241,000 260
   Private Advisor Group LLC 2024 - 2024-03-31 6,693 $226,000 -46,833
   Signal Advisors Wealth LLC 278 *New 2024-03-31 6,246 $211,000 6,246
   MARIPAU WEALTH MANAGEMENT LLC 129 *New 2024-03-31 6,246 $211,000 6,246
   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
   Anchor Investment Management LLC 372 - 2024-03-31 5,172 $174,000 0
   Gs Investments Inc. 83 *New 2024-03-31 5,095 $172,000 5,095
   SILVER OAK SECURITIES Inc 407 *New 2024-03-31 4,113 $139,000 4,113
   FMR LLC 3200 - 2024-03-31 2,439 $82,000 332
   Asset Dedication LLC 387 - 2024-03-31 2,315 $78,000 0
   Colonial Trust Co / SC 477 - 2024-03-31 2,000 $67,000 0
   Parallel Advisors LLC 1352 - 2024-03-31 1,970 $66,000 711
   NBC SECURITIES INC. 1055 - 2024-03-31 1,970 $66,000 27
  100 Records found
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