SCHMIDT
13F-HR - SCHMIDT P J INVESTMENT MANAGEMENT INC (0001008895) (Filer)
Institutional holdings report (13F-HR) filed by SCHMIDT P J INVESTMENT MANAGEMENT INC....
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Core
13F-HR - Core Wealth Management, Inc. (0001965150) (Filer)
Institutional holdings report (13F-HR) filed by Core Wealth Management, Inc.....
BANK5
BANK5's special servicer replaced for non-serviced loan
Effective July 29, 2026, CWCapital will replace Greystone as special servicer for the Colony Square Non-Serviced Loan Combination. The appointment was...
CAPITAL
13F-HR - CAPITAL MANAGEMENT CORP /VA (0001074273) (Filer)
Institutional holdings report (13F-HR) filed by CAPITAL MANAGEMENT CORP /VA....
AZZAD
13F-HR - AZZAD ASSET MANAGEMENT INC /ADV (0001121914) (Filer)
Institutional holdings report (13F-HR) filed by AZZAD ASSET MANAGEMENT INC /ADV....
RESOLUTE
13F-HR - RESOLUTE CAPITAL, LLC (0002069920) (Filer)
Institutional holdings report (13F-HR) filed by RESOLUTE CAPITAL, LLC....
United
13F-HR - United Advisor Group, LLC (0002004873) (Filer)
Institutional holdings report (13F-HR) filed by United Advisor Group, LLC....
ALPS
13F-HR - ALPS ADVISORS INC (0001376113) (Filer)
Institutional holdings report (13F-HR) filed by ALPS ADVISORS INC....
First
13F-HR - First Nebraska Trust Co (0002134841) (Filer)
Institutional holdings report (13F-HR) filed by First Nebraska Trust Co....
Heritage
13F-HR - Heritage Family Offices, LLP (0002019316) (Filer)
Institutional holdings report (13F-HR) filed by Heritage Family Offices, LLP....
Advisory
13F-HR - Advisory Solutions Group, LLC (0002147643) (Filer)
Institutional holdings report (13F-HR) filed by Advisory Solutions Group, LLC....
ACT
13F-HR - ACT CAPITAL MANAGEMENT, LLC (0001442273) (Filer)
Institutional holdings report (13F-HR) filed by ACT CAPITAL MANAGEMENT, LLC....
DAVIDSON
13F-HR - DAVIDSON TRUST CO (0001133119) (Filer)
Institutional holdings report (13F-HR) filed by DAVIDSON TRUST CO....
Wells
Wells Fargo 2025-5C3 8-K filed
Wells Fargo CM MBS 2025-5C3 filed an 8-K with the SEC highlighting compliance listing and updated tabulation of assets. This fits into the broader con...
Team
13F-HR - Team Hewins, LLC (0001964760) (Filer)
Institutional holdings report (13F-HR) filed by Team Hewins, LLC....
Evolution
13F-HR - Evolution Wealth Advisors, LLC (0001763121) (Filer)
Institutional holdings report (13F-HR) filed by Evolution Wealth Advisors, LLC....
BEESE
13F-HR - BEESE FULMER INVESTMENT MANAGEMENT, INC. (0000911274) (Filer)
Institutional holdings report (13F-HR) filed by BEESE FULMER INVESTMENT MANAGEMENT, INC.....
Benchmark
Black Spruce and Briarwood Loan Reported as a Principal Asset
Benchmark 2024-V12 Mortgage Trust reported the Black Spruce and Briarwood loans, which make up 3.6% of the asset pool. This disclosure is material to ...
Guardian
13F-HR - Guardian Partners Inc. (0001884799) (Filer)
Institutional holdings report (13F-HR) filed by Guardian Partners Inc.....
Financial
13F-HR - Financial Network Wealth Advisors LLC (0002012031) (Filer)
Institutional holdings report (13F-HR) filed by Financial Network Wealth Advisors LLC....