Federal
Fed issues enforcement action with Iuka Bancshares
The Federal Reserve Board took enforcement action against Iuka Bancshares, Inc. and its subsidiary, The Iuka State Bank, for significant deficiencies ...
Financial News Archive
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Milestone
13F-HR - Milestone Asset Management Group, LLC (0002063452) (Filer)
Institutional holdings report (13F-HR) filed by Milestone Asset Management Group, LLC....
ALTFEST
13F-HR - ALTFEST L J & CO INC (0000712050) (Filer)
Institutional holdings report (13F-HR) filed by ALTFEST L J & CO INC....
Bridgecrest
BAF and BAC Transfer Receivables to 2026-3 Issuer
Bridgecrest Auto Funding LLC and Bridgecrest Acceptance Corporation transferred receivables to the Bridgecrest Lending Auto Securitization Trust 2026-...
Cassia
13F-HR - Cassia Capital Partners, LLC (0001844897) (Filer)
Institutional holdings report (13F-HR) filed by Cassia Capital Partners, LLC....
BlueChip
13F-HR - BlueChip Wealth Advisors LLC (0002015578) (Filer)
Institutional holdings report (13F-HR) filed by BlueChip Wealth Advisors LLC....
Woodbridge
Liquidation Trust Agreement amended
The Woodbridge Liquidation Trust has amended its agreement to modify the termination criteria for the Liquidation Trust and its trustee. This is a fin...
Weaver
13F-HR - Weaver Capital Management LLC (0001552247) (Filer)
Institutional holdings report (13F-HR) filed by Weaver Capital Management LLC....
STATE
13F-HR - STATE OF MICHIGAN RETIREMENT SYSTEM (0000762152) (Filer)
Institutional holdings report (13F-HR) filed by STATE OF MICHIGAN RETIREMENT SYSTEM....
Buttonwood
13F-HR - Buttonwood Financial Group, LLC (0001847661) (Filer)
Institutional holdings report (13F-HR) filed by Buttonwood Financial Group, LLC....
LCM
13F-HR - LCM Capital Management Inc (0001861752) (Filer)
Institutional holdings report (13F-HR) filed by LCM Capital Management Inc....
KENNEDY
13F-HR - KENNEDY INVESTMENT GROUP, INC. (0001978005) (Filer)
Institutional holdings report (13F-HR) filed by KENNEDY INVESTMENT GROUP, INC.....
WealthCare
13F-HR - WealthCare Asset Management, LLC (0002034181) (Filer)
Institutional holdings report (13F-HR) filed by WealthCare Asset Management, LLC....
INVENIO
13F-HR - INVENIO WEALTH PARTNERS LLC (0001989341) (Filer)
Institutional holdings report (13F-HR) filed by INVENIO WEALTH PARTNERS LLC....
GatePass
13F-HR - GatePass Capital, LLC (0002087399) (Filer)
Institutional holdings report (13F-HR) filed by GatePass Capital, LLC....
AGP
13F-HR - AGP FRANKLIN, LLC (0002056566) (Filer)
Institutional holdings report (13F-HR) filed by AGP FRANKLIN, LLC....
F&M
F&M Bank Corp posts $5.37M Q2 2026 net income
The company reported strong second-quarter earnings bolstered by a $4.8M pre-tax gain from the sale of Bearing Insurance and a book repositioning, whi...
truNorth
13F-HR - truNorth Financial Services, Inc. (0002108201) (Filer)
Institutional holdings report (13F-HR) filed by truNorth Financial Services, Inc.....
HAHN
13F-HR - HAHN CAPITAL MANAGEMENT LLC (0001171592) (Filer)
Institutional holdings report (13F-HR) filed by HAHN CAPITAL MANAGEMENT LLC....
Retirement
13F-HR - Retirement Planning Co of New England, Inc. (0001817693) (Filer)
Institutional holdings report (13F-HR) filed by Retirement Planning Co of New England, Inc.....