Level
13F-HR - Level Wealth Management LLC (0002036775) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Level Wealth Management LLC....
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LORING
13F-HR - LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA (0000932974) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA....
Holos
13F-HR - Holos Integrated Wealth LLC (0002080096) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Holos Integrated Wealth LLC....
Marest
13F-HR - Marest Capital, LLC (0002010315) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Marest Capital, LLC....
Fee-Only
13F-HR - Fee-Only Financial Planning, L.C. (0001954044) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Fee-Only Financial Planning, L.C.....
ESCHATON
13F-HR - ESCHATON OPPORTUNITIES FUND MANAGEMENT LP (0001729545) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ESCHATON OPPORTUNITIES FUND MANAGEMENT LP....
Townsend
13F-HR - Townsend & Associates, Inc (0001729359) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Townsend & Associates, Inc....
Access
13F-HR - Access Investment Management LLC (0002010477) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Access Investment Management LLC....
Aries
13F-HR - Aries Wealth Management (0001729515) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Aries Wealth Management....
Oak
Oak Valley Bancorp reports Q3 net income of $6.45M
Oak Valley Bancorp (NASDAQ: OVLY) reported Q3 net income of $6.45M, up from the prior quarter and 2025 despite year-to-date declines. Net interest inc...
Tower
13F-HR - Tower View Wealth Management LLC (0001729045) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Tower View Wealth Management LLC....
Morton
13F-HR - Morton Brown Family Wealth, LLC (0001909851) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Morton Brown Family Wealth, LLC....
Live
13F-HR - Live Oak Investment Partners (0001822262) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Live Oak Investment Partners....
Hilton
13F-HR - Hilton Head Capital Partners, LLC (0002109913) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Hilton Head Capital Partners, LLC....
Capelight
13F-HR - Capelight Capital Asset Management LP (0002105992) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Capelight Capital Asset Management LP....
Federal
Chicago FHLB: Q3 net income falls amid increased support for affordable housing
FHLBank Chicago reported lower Q3 2026 earnings of $145 million primarily due to higher community subsidies. The bank also noted total assets surpasse...
Alpha
13F-HR - Alpha Omega Wealth Management LLC (0001665633) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Alpha Omega Wealth Management LLC....
Malaga
13F-HR - Malaga Cove Capital, LLC (0001603001) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Malaga Cove Capital, LLC....
TSFG,
13F-HR - TSFG, LLC (0001800513) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by TSFG, LLC....
FS
FS Bancorp Appoints Matt Mullet to Board of Directors
FS Bancorp announced the appointment of President Matthew D. Mullet to its Board of Directors. Mullet is an existing company executive who has oversee...