Parkside
13F-HR - Parkside Financial Bank & Trust (0001455267) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Parkside Financial Bank & Trust....
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AUBURN
AUBN Q3 earnings up 13% as net interest margin expands
Auburn National reported robust third-quarter earnings and higher net interest margin, highlighting asset quality and profitability gains....
Nexus
13F-HR - Nexus Investment Management ULC (0001476329) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Nexus Investment Management ULC....
GR
13F-HR - GR FINANCIAL GROUP, LLC (0002011751) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by GR FINANCIAL GROUP, LLC....
DUNCKER
13F-HR - DUNCKER STREETT & CO INC (0001020585) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by DUNCKER STREETT & CO INC....
Lingotto
13F-HR - Lingotto Investment Management LLP (0001732768) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Lingotto Investment Management LLP....
KCM
13F-HR - KCM INVESTMENT ADVISORS LLC (0001109228) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by KCM INVESTMENT ADVISORS LLC....
PRINCETON
13F-HR - PRINCETON CAPITAL MANAGEMENT LLC (0001167026) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by PRINCETON CAPITAL MANAGEMENT LLC....
HOWARD
13F-HR - HOWARD BAILEY SECURITIES, LLC (0002043986) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by HOWARD BAILEY SECURITIES, LLC....
Brummer
13F-HR - Brummer Multi-Strategy AB (0002003159) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Brummer Multi-Strategy AB....
ADKINS
13F-HR - ADKINS SEALE CAPITAL MANAGEMENT LLC (0002147212) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ADKINS SEALE CAPITAL MANAGEMENT LLC....
Swedbank
13F-HR - Swedbank AB (0000946431) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Swedbank AB....
ALTFEST
13F-HR - ALTFEST L J & CO INC (0000712050) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ALTFEST L J & CO INC....
Katamaran
13F-HR - Katamaran Capital LLP (0002025353) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Katamaran Capital LLP....
13F-HR/A
13F-HR/A - Retirement Solution LLC (0001914606) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 13F-HR/A - Retirement Solution LLC (0001914606) (Filer)....
13F-HR/A
13F-HR/A - Retirement Solution LLC (0001914606) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-06-30 filed by 13F-HR/A - Retirement Solution LLC (0001914606) (Filer)....
13F-HR/A
13F-HR/A - San Luis Wealth Advisors LLC (0001844709) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 13F-HR/A - San Luis Wealth Advisors LLC (0001844709) (Filer)....
BIRCH
13F-HR - BIRCH FINANCIAL GROUP, LLC (0002083592) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by BIRCH FINANCIAL GROUP, LLC....
Comprehensive
13F-HR - Comprehensive Financial Planning, Inc./PA (0002044855) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Comprehensive Financial Planning, Inc./PA....
FSM
13F-HR - FSM Wealth Advisors, LLC (0001942548) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by FSM Wealth Advisors, LLC....