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My Recent Searches
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ProShares S&P 500 Dividend Aristocrats (NOBL) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
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656 0 |
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Total
shares held :
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56,535,252 |
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% of shares
held :
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65.85% |
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Changes In:
|
|
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New/increased
positions vs
old/decreased
positions :
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-3 |
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Amount
of shares held :
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1,804,567 |
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% of shares
held change :
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2.1% |
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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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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
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Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
ASB Consultores LLC |
7 |
- |
2023-12-31 |
115,879 |
$11,032,000 |
0 |
|
Ronna Sue Cohen |
38 |
- |
2024-03-31 |
23,889 |
$2,423,000 |
0 |
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AA Financial Advisors LLC |
|
- |
2024-03-31 |
20,915 |
$2,121,000 |
0 |
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WEST PACES ADVISORS INC. |
27 |
- |
2024-03-31 |
20,493 |
$2,078,000 |
0 |
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Jupiter Wealth Management LLC |
24 |
- |
2023-12-31 |
19,475 |
$1,854,000 |
0 |
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GENERAL AMERICAN INVESTORS CO INC |
|
- |
2024-03-31 |
17,500 |
$1,775,000 |
0 |
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Pinnacle Bank |
35 |
- |
2024-03-31 |
15,971 |
$1,620,000 |
0 |
|
Vontobel Holding Ltd. |
543 |
- |
2023-12-31 |
17,000 |
$1,618,000 |
0 |
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AJ WEALTH STRATEGIES LLC |
113 |
- |
2023-06-30 |
14,321 |
$1,350,000 |
0 |
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Wealthstar Advisors LLC |
38 |
- |
2024-03-31 |
11,405 |
$1,157,000 |
0 |
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Essex Savings Bank |
78 |
- |
2024-03-31 |
11,678 |
$1,112,000 |
0 |
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BBR PARTNERS, LLC |
63 |
- |
2023-12-31 |
11,675 |
$1,111,000 |
0 |
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LVM CAPITAL MANAGEMENT LTD/MI |
72 |
- |
2024-03-31 |
9,015 |
$914,000 |
0 |
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BENIN MANAGEMENT CORP |
54 |
- |
2024-03-31 |
7,100 |
$720,000 |
0 |
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PALISADE ASSET MANAGEMENT, LLC |
|
- |
2024-03-31 |
7,100 |
$720,000 |
0 |
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Northeast Financial Consultants Inc |
162 |
- |
2023-12-31 |
7,318 |
$697,000 |
0 |
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LongView Wealth Management |
78 |
- |
2024-03-31 |
6,555 |
$665,000 |
0 |
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MOODY NATIONAL BANK TRUST DIVISION |
275 |
- |
2024-03-31 |
6,434 |
$652,000 |
0 |
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Diversified LLC |
|
- |
2024-03-31 |
6,027 |
$611,000 |
0 |
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Nicholas Hoffman & Company LLC. |
170 |
- |
2024-03-31 |
5,704 |
$578,000 |
0 |
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Principle Wealth Partners LLC |
204 |
- |
2024-03-31 |
5,694 |
$577,000 |
0 |
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Crescent Grove Advisors LLC |
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- |
2024-03-31 |
4,850 |
$492,000 |
0 |
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Renasant Bank |
83 |
- |
2023-12-31 |
5,115 |
$487,000 |
0 |
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CHOATE INVESTMENT ADVISORS |
248 |
- |
2023-12-31 |
5,010 |
$477,000 |
0 |
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Circle Wealth Management LLC |
147 |
- |
2023-12-31 |
4,532 |
$431,000 |
0 |
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Eagle Bay Advisors LLC |
64 |
- |
2023-12-31 |
4,303 |
$410,000 |
0 |
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Tempus Wealth Planning LLC |
128 |
- |
2024-03-31 |
4,031 |
$409,000 |
0 |
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S.A. Mason LLC |
109 |
- |
2024-03-31 |
3,705 |
$376,000 |
0 |
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Consolidated Planning Corp |
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- |
2024-03-31 |
3,672 |
$372,000 |
0 |
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NewEdge Wealth LLC |
570 |
- |
2023-12-31 |
3,889 |
$370,000 |
0 |
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Echo Wealth Management LLC |
32 |
- |
2024-03-31 |
3,640 |
$369,000 |
0 |
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EVERGREEN CAPITAL MANAGEMENT LLC |
524 |
- |
2023-12-31 |
3,764 |
$358,000 |
0 |
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NARWHAL CAPITAL MANAGEMENT |
136 |
- |
2024-03-31 |
3,500 |
$355,000 |
0 |
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Detalus Advisors LLC |
99 |
- |
2024-03-31 |
3,309 |
$336,000 |
0 |
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HERITAGE WEALTH MANAGEMENT LLC |
119 |
- |
2024-03-31 |
3,304 |
$335,000 |
0 |
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Weaver Consulting Group |
147 |
- |
2024-03-31 |
3,102 |
$315,000 |
0 |
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Graves-Light Private Wealth Management Inc. |
145 |
- |
2023-12-31 |
3,251 |
$309,000 |
0 |
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STRATEGY ASSET MANAGERS LLC |
189 |
- |
2024-03-31 |
2,945 |
$299,000 |
0 |
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PUTNAM FL INVESTMENT MANAGEMENT CO |
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- |
2024-03-31 |
2,800 |
$284,000 |
0 |
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Brandywine Oak Private Wealth LLC |
195 |
- |
2023-12-31 |
2,987 |
$284,000 |
0 |
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Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
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- |
2024-03-31 |
2,757 |
$280,000 |
0 |
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McCollum Christoferson Group LLC |
57 |
- |
2024-03-31 |
2,660 |
$270,000 |
0 |
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Smartleaf Asset Management LLC |
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- |
2024-03-31 |
2,727 |
$260,000 |
0 |
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Greytown Advisors Inc. |
67 |
- |
2023-12-31 |
2,700 |
$257,000 |
0 |
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HBW Advisory Services LLC |
255 |
- |
2024-03-31 |
2,666 |
$254,000 |
0 |
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Helen Stephens Group LLC |
67 |
- |
2024-03-31 |
2,381 |
$241,000 |
0 |
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NORTHWEST INVESTMENT COUNSELORS LLC |
137 |
- |
2024-03-31 |
2,371 |
$240,000 |
0 |
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DRIVE WEALTH MANAGEMENT LLC |
255 |
- |
2024-03-31 |
2,353 |
$239,000 |
0 |
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Cassady Schiller Wealth Management LLC |
94 |
- |
2023-12-31 |
2,500 |
$238,000 |
0 |
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WATERSHED PRIVATE WEALTH LLC |
97 |
- |
2023-12-31 |
2,450 |
$233,000 |
0 |
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McElhenny Sheffield Capital Management LLC |
90 |
- |
2024-03-31 |
2,274 |
$231,000 |
0 |
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DAYMARK WEALTH PARTNERS LLC |
389 |
- |
2024-03-31 |
2,268 |
$230,000 |
0 |
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Regis Acquisition Inc. |
40 |
- |
2023-12-31 |
2,366 |
$225,000 |
0 |
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Gallagher Fiduciary Advisors LLC |
170 |
- |
2023-12-31 |
2,354 |
$224,000 |
0 |
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CFM WEALTH PARTNERS LLC |
147 |
- |
2024-03-31 |
2,152 |
$218,000 |
0 |
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SANDY SPRING BANK |
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- |
2023-12-31 |
2,250 |
$214,000 |
0 |
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NBT BANK N A /NY |
366 |
- |
2024-03-31 |
2,037 |
$207,000 |
0 |
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Citizens National Bank Trust Department |
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- |
2024-03-31 |
1,668 |
$169,000 |
0 |
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FinTrust Capital Advisors LLC |
305 |
- |
2024-03-31 |
1,646 |
$167,000 |
0 |
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Hartland & Co. LLC |
484 |
- |
2023-12-31 |
1,656 |
$158,000 |
0 |
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Y.D. More Investments Ltd |
177 |
- |
2023-12-31 |
1,600 |
$152,000 |
0 |
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ARMSTRONG ADVISORY GROUP INC |
207 |
- |
2024-03-31 |
1,510 |
$144,000 |
0 |
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Ronald Blue Trust Inc. |
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- |
2024-03-31 |
1,371 |
$139,000 |
0 |
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CALDWELL SUTTER CAPITAL INC. |
248 |
- |
2024-03-31 |
1,275 |
$129,000 |
0 |
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Colonial Trust Co / SC |
346 |
- |
2023-12-31 |
1,318 |
$126,000 |
0 |
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ROWLAND & CO INVESTMENT COUNSEL/ADV |
166 |
- |
2024-03-31 |
1,198 |
$121,000 |
0 |
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Key Financial Inc |
296 |
- |
2024-03-31 |
1,147 |
$109,000 |
0 |
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Glassman Wealth Services |
90 |
- |
2024-03-31 |
1,030 |
$104,000 |
0 |
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BROWN BROTHERS HARRIMAN & CO |
609 |
- |
2023-12-31 |
1,080 |
$103,000 |
0 |
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NORTH STAR INVESTMENT MANAGEMENT CORP. |
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- |
2024-03-31 |
935 |
$95,000 |
0 |
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Partnership Wealth Management LLC |
124 |
- |
2024-03-31 |
884 |
$90,000 |
0 |
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TORONTO DOMINION BANK |
923 |
- |
2023-12-31 |
807 |
$77,000 |
0 |
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MARK SHEPTOFF FINANCIAL PLANNING LLC |
141 |
- |
2023-12-31 |
699 |
$67,000 |
0 |
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Private Ocean LLC |
220 |
- |
2024-03-31 |
625 |
$63,000 |
0 |
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PSI Advisors LLC |
232 |
- |
2024-03-31 |
585 |
$59,000 |
0 |
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TRUST CO OF VERMONT |
|
- |
2024-03-31 |
504 |
$51,000 |
0 |
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Mascoma Wealth Management LLC |
179 |
- |
2024-03-31 |
500 |
$51,000 |
0 |
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Investors Research Corp |
522 |
- |
2023-12-31 |
469 |
$45,000 |
0 |
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Beaird Harris Wealth Management LLC |
201 |
- |
2023-12-31 |
427 |
$41,000 |
0 |
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Creative Capital Management Investments LLC |
93 |
- |
2024-03-31 |
396 |
$40,000 |
0 |
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CULLEN FROST BANKERS INC |
696 |
- |
2023-12-31 |
400 |
$38,000 |
0 |
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True Wealth Design LLC |
169 |
- |
2023-12-31 |
400 |
$38,000 |
0 |
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Capital Analysts Inc. |
726 |
- |
2023-12-31 |
339 |
$32,000 |
0 |
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WASHINGTON TRUST CO |
512 |
- |
2024-03-31 |
300 |
$30,000 |
0 |
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Lindbrook Capital LLC |
1016 |
- |
2024-03-31 |
290 |
$29,000 |
0 |
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Annapolis Financial Services LLC |
190 |
- |
2024-03-31 |
284 |
$29,000 |
0 |
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ATLAS CAPITAL ADVISORS LLC |
595 |
- |
2024-03-31 |
280 |
$28,000 |
0 |
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Operose Advisors LLC |
302 |
- |
2023-12-31 |
293 |
$28,000 |
0 |
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Russell Investments Group Ltd. |
2615 |
- |
2023-12-31 |
259 |
$25,000 |
0 |
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IAG Wealth Partners LLC |
225 |
- |
2024-03-31 |
235 |
$24,000 |
0 |
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Northwest Capital Management Inc |
298 |
- |
2024-03-31 |
224 |
$23,000 |
0 |
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COCONUT GROVE BANK |
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- |
2024-03-31 |
220 |
$22,000 |
0 |
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HHM Wealth Advisors LLC |
409 |
- |
2023-12-31 |
200 |
$19,000 |
0 |
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HORIZON BANCORP /IN/ |
179 |
- |
2024-03-31 |
166 |
$17,000 |
0 |
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JOHNSON FINANCIAL GROUP, INC. |
588 |
- |
2023-12-31 |
164 |
$16,000 |
0 |
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QUADRANT CAPITAL GROUP LLC |
2062 |
- |
2023-12-31 |
100 |
$10,000 |
0 |
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WOLFF WIESE MAGANA LLC |
295 |
- |
2024-03-31 |
100 |
$10,000 |
0 |
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Tortoise Investment Management LLC |
568 |
- |
2023-12-31 |
109 |
$10,000 |
0 |
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Addison Advisors LLC |
504 |
- |
2023-12-31 |
100 |
$10,000 |
0 |
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Truvestments Capital LLC |
521 |
- |
2023-12-31 |
100 |
$10,000 |
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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