ASHTON
13F-HR - ASHTON THOMAS SECURITIES, LLC (0000771572) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ASHTON THOMAS SECURITIES, LLC....
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MBE
13F-HR - MBE Wealth Management, LLC (0001775850) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by MBE Wealth Management, LLC....
FISHMAN
13F-HR - FISHMAN JAY A LTD/MI (0001006407) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by FISHMAN JAY A LTD/MI....
Black
13F-HR - Black Diamond Financial, LLC (0001759236) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Black Diamond Financial, LLC....
Pflug
13F-HR - Pflug Koory, LLC (0001740063) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Pflug Koory, LLC....
Total
13F-HR - Total Clarity Wealth Management, Inc. (0001804909) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Total Clarity Wealth Management, Inc.....
LODESTAR
13F-HR - LODESTAR PRIVATE ASSET MANAGEMENT LLC (0001963040) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by LODESTAR PRIVATE ASSET MANAGEMENT LLC....
LAM
13F-HR - LAM GROUP, INC. (0001961944) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by LAM GROUP, INC.....
SCHWARTZ
13F-HR - SCHWARTZ INVESTMENT COUNSEL INC (0000909151) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by SCHWARTZ INVESTMENT COUNSEL INC....
WD
13F-HR - WD RUTHERFORD LLC (0001841015) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by WD RUTHERFORD LLC....
GUERRA
13F-HR - GUERRA PAN ADVISORS, LLC (0001910386) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by GUERRA PAN ADVISORS, LLC....
ARROW
13F-HR - ARROW FINANCIAL CORP (0000717538) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ARROW FINANCIAL CORP....
Willow
13F-HR - Willow Creek Wealth Management Inc. (0001632407) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Willow Creek Wealth Management Inc.....
MOUNT
13F-HR - MOUNT VERNON ASSOCIATES INC /MD/ (0000799003) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by MOUNT VERNON ASSOCIATES INC /MD/....
Great
13F-HR - Great Lakes Retirement, Inc. (0001801667) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Great Lakes Retirement, Inc.....
GRAHAM
13F-HR - GRAHAM CAPITAL WEALTH MANAGEMENT, LLC (0001907528) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by GRAHAM CAPITAL WEALTH MANAGEMENT, LLC....
Somnio
13F-HR - Somnio Financial Group, LLC (0002034894) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Somnio Financial Group, LLC....
Willow
13F-HR - Willow Creek Wealth Management Inc. (0001632407) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-06-30 filed by Willow Creek Wealth Management Inc.....
Busey
13F-HR - Busey Bank (0001427202) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Busey Bank....
REGENTS
13F-HR - REGENTS OF THE UNIVERSITY OF CALIFORNIA (0000315054) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by REGENTS OF THE UNIVERSITY OF CALIFORNIA....