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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 140 - 2023-12-31 2,709,412 $89,140,000 -257,505
   RETIREMENT PLANNING GROUP 8 - 2024-03-31 1,789,230 $60,351,000 31,213
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 206 - 2023-12-31 1,259,485 $41,437,000 418,104
   Intelligence Driven Advisers LLC 9 - 2023-12-31 700,611 $21,600,000 -206,766
   TANGLEWOOD WEALTH MANAGEMENT, INC. 13 - 2023-12-31 518,859 $17,070,000 120,889
   Kathmere Capital Management LLC 20 - 2024-03-31 461,010 $15,550,000 12,581
   Coyle Financial Counsel Inc. 6 - 2023-12-31 375,612 $12,358,000 -2,895
   JANE STREET GROUP LLC 793 - 2023-12-31 373,832 $12,299,000 306,579
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 720 - 2024-03-31 348,820 $11,766,000 6,462
   HIGHTOWER ADVISORS, LLC 654 - 2023-12-31 337,980 $11,122,000 4,441
   Kestra Advisory Services LLC 291 - 2023-12-31 279,696 $9,202,000 49,252
   MORGAN STANLEY 3442 - 2023-12-31 258,837 $8,516,000 -18,989
   WELLS FARGO & CO/MN 1686 - 2023-12-31 224,381 $7,382,000 105,337
   Commonwealth Financial Services LLC 19 - 2023-12-31 190,194 $6,257,000 68,761
   LPL FINANCIAL CORP 1544 - 2023-12-31 189,030 $6,219,000 32,814
   WCG Wealth Advisors LLC 61 - 2023-12-31 188,248 $6,193,000 -9,833
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 642 - 2024-03-31 181,373 $6,118,000 122,154
   Watchman Group Inc. 9 - 2023-12-31 182,478 $6,004,000 8,549
   TrueWealth Advisors LLC 9 - 2024-03-31 176,527 $5,954,000 8,151
   Smith Anglin Financial LLC 23 - 2024-03-31 171,898 $5,798,000 -391,680
   LEVEL FOUR ADVISORY SERVICES LLC 64 - 2023-12-31 175,475 $5,773,000 53,825
   Stokes Family Office LLC 29 - 2023-12-31 174,627 $5,745,000 12,718
   Resources Investment Advisors Inc. 170 - 2023-12-31 172,846 $5,687,000 2,974
   MAYPORT LLC 9 - 2024-03-31 167,532 $5,651,000 44,222
   Beaumont Financial Advisors LLC 46 - 2023-12-31 158,941 $5,229,000 14,134
   Bull Oak Capital LLC 10 - 2024-03-31 152,675 $5,150,000 152,070
   GREAT VALLEY ADVISOR GROUP INC. 136 - 2023-12-31 151,806 $4,994,000 -10,470
   CWM LLC 430 - 2024-03-31 137,234 $4,629,000 -28,916
   FLOW TRADERS U.S. LLC 118 *New 2023-12-31 113,541 $3,735,000 113,541
   QUARRY HILL ADVISORS LLC 9 - 2024-03-31 110,027 $3,711,000 -174
   New England Private Wealth Advisors LLC 36 - 2023-12-31 112,761 $3,710,000 1,787
   Stegent Equity Advisors Inc. 7 - 2023-12-31 106,336 $3,498,000 -39,765
   Smallwood Wealth Investment Management LLC 11 - 2024-03-31 93,836 $3,165,000 2,225
   OLD MISSION CAPITAL LLC 200 - 2023-12-31 89,344 $2,939,000 89,344
   COMMONWEALTH EQUITY SERVICES LLC. 1424 - 2023-12-31 88,580 $2,914,000 -312
   Inspire Advisors LLC 19 - 2023-12-31 85,492 $2,813,000 -5,713
   Stephens Consulting LLC 17 - 2024-03-31 79,057 $2,667,000 -1,552
   Brookstone Capital Management 322 - 2024-03-31 74,889 $2,526,000 -38,014
   DISCOVERY CAPITAL MANAGEMENT LLC 46 - 2023-12-31 60,863 $2,002,000 0
   GTS SECURITIES LLC 401 - 2023-12-31 58,747 $1,933,000 9,526
   Clear Creek Financial Management LLC 82 - 2024-03-31 57,195 $1,929,000 12,731
   Advisor Group Holdings Inc. 1888 - 2023-12-31 58,082 $1,911,000 -8,283
   Private Advisor Group LLC 824 - 2023-12-31 53,526 $1,761,000 5,659
   Orion Portfolio Solutions LLC 697 - 2023-12-31 55,000 $1,756,000 37,500
   1620 INVESTMENT ADVISORS INC. 12 - 2023-12-31 53,095 $1,747,000 2,552
   J P MORGAN CHASE & CO 3058 - 2023-12-31 50,980 $1,677,000 50,979
   Personal Resources Investment & Strategic Manageme 25 - 2024-03-31 46,944 $1,583,000 1,859
   ENVESTNET ASSET MANAGEMENT INC 2624 - 2023-12-31 46,289 $1,523,000 -1,485
   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
   Ethos Financial Group LLC 53 *New 2023-12-31 40,816 $1,343,000 40,816
   Lunt Capital Management Inc. 37 - 2024-03-31 39,241 $1,324,000 3,516
   ROYAL BANK OF CANADA 2937 - 2023-12-31 37,419 $1,231,000 8,939
   Magnus Financial Group LLC 112 - 2023-12-31 35,498 $1,168,000 2,892
   Lansing Street Advisors 37 - 2023-12-31 34,736 $1,143,000 11,039
   ISLAY CAPITAL MANAGEMENT LLC 38 - 2023-12-31 31,902 $1,050,000 -941
   Clarus Wealth Advisors 46 - 2024-03-31 24,834 $842,000 -75
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3059 *New 2023-12-31 24,873 $818,000 24,873
   MAGNOLIA CAPITAL ADVISORS LLC 53 *New 2023-12-31 25,312 $787,000 25,312
   Mutual Advisors LLC 521 - 2023-12-31 23,293 $766,000 3,029
   Trademark Financial Management LLC 52 - 2023-12-31 18,573 $611,000 0
   Cetera Investment Advisers 1412 - 2023-12-31 17,491 $575,000 1,196
   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
   Sawtooth Asset Management Inc. 681 - 2023-12-31 14,321 $471,000 0
   Warren Street Wealth Advisors LLC 54 - 2023-12-31 13,574 $447,000 0
   CAPTRUST FINANCIAL ADVISORS 1838 - 2023-12-31 13,065 $430,000 23
   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
   MML INVESTORS SERVICES LLC 1853 - 2023-12-31 12,616 $415,000 1,534
   Arete Wealth Advisors LLC 474 *New 2023-12-31 11,764 $387,000 11,764
   Betterment LLC 258 *New 2023-12-31 11,087 $365,000 11,087
   MARSHALL WACE LLP 1531 *New 2023-12-31 10,125 $333,000 10,125
   Allen Capital Group LLC 153 *New 2024-03-31 9,597 $324,000 9,597
   CITADEL ADVISORS LLC 4070 *New 2023-12-31 9,281 $305,000 9,281
   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
   We Are One Seven LLC 726 - 2023-12-31 8,305 $273,000 587
   BAILARD BIEHL & KAISER INC 617 - 2023-12-31 7,458 $245,000 -370
   NEW HARBOR FINANCIAL GROUP, LLC - 2023-12-31 7,461 $245,000 0
   IHT Wealth Management LLC 876 - 2023-12-31 6,877 $226,000 -213
   Signal Advisors Wealth LLC 278 *New 2024-03-31 6,246 $211,000 6,246
   H D Vest Advisory Services 1440 *New 2023-12-31 6,409 $211,000 6,409
   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
   ADVISORY SERVICES NETWORK, LLC 1356 *New 2023-12-31 5,099 $168,000 5,099
   Asset Dedication LLC 387 - 2024-03-31 2,315 $78,000 0
   FMR LLC 3218 - 2023-12-31 2,107 $69,000 2,106
   NBC SECURITIES INC. 1055 - 2024-03-31 1,970 $66,000 27
   Colonial Trust Co / SC 459 - 2023-12-31 2,000 $66,000 2,000
   TRUSTCORE FINANCIAL SERVICES LLC 417 - 2022-12-31 2,235 $62,000 -13
   Parallel Advisors LLC 1518 - 2023-12-31 1,259 $41,000 -1
   HARBOUR INVESTMENTS INC. 1746 - 2023-12-31 800 $26,000 0
   BANK OF AMERICA CORP /DE/ 5723 *New 2023-12-31 412 $14,000 412
   Farther Finance Advisors LLC 2125 *New 2023-12-31 120 $4,000 120
   Venturi Wealth Management LLC 1208 - 2024-03-31 81 $3,000 0
   Evolution Advisers Inc. 197 *New 2023-12-31 23 $1,000 23
   UBS Group AG 7578 *New 2023-12-31 15 $0 15
   Ritter Daniher Financial Advisory LLC / DE 355 *Closed 2023-12-31 0 $0 -596
  100 Records found
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