Local
13F-HR - Local Pensions Partnership Investment Ltd (0001698810) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Local Pensions Partnership Investment Ltd....
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Xcel
13F-HR - Xcel Wealth Management, LLC (0001791002) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Xcel Wealth Management, LLC....
Rockline
13F-HR - Rockline Wealth Management, LLC (0002005098) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Rockline Wealth Management, LLC....
Yelin
13F-HR - Yelin Lapidot Holdings Management Ltd. (0001590495) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Yelin Lapidot Holdings Management Ltd.....
SIMON
13F-HR - SIMON QUICK ADVISORS, LLC (0001692038) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by SIMON QUICK ADVISORS, LLC....
First
13F-HR - First Bancorp, Inc /ME/ (0000765207) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by First Bancorp, Inc /ME/....
Crusonia
13F-HR - Crusonia Wealth Advisors LLC (0002112003) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Crusonia Wealth Advisors LLC....
PKS
13F-HR - PKS Advisory Services, LLC (0001605401) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by PKS Advisory Services, LLC....
ALTA
13F-HR - ALTA CAPITAL MANAGEMENT LLC/ (0001093589) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ALTA CAPITAL MANAGEMENT LLC/....
13F-HR/A
13F-HR/A - Abundance Wealth Counselors (0001767080) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-06-30 filed by 13F-HR/A - Abundance Wealth Counselors (0001767080) (Filer)....
Marathon
13F-HR - Marathon Asset Management Ltd (0001861026) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Marathon Asset Management Ltd....
Seven
13F-HR - Seven Post Investment Office LP (0001554308) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Seven Post Investment Office LP....
UFP
UFP Acquires Apache Products for $27M
UFP Industries acquired Apache Products to expand its pallet manufacturing network in the Gulf Coast region and add $55M in annual sales....
Sun
13F-HR - Sun Group Wealth Partners (0002111007) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Sun Group Wealth Partners....
PEOPLES
13F-HR - PEOPLES BANK /OH (0000934866) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by PEOPLES BANK /OH....
DELTEC
13F-HR - DELTEC ASSET MANAGEMENT LLC (0001269950) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by DELTEC ASSET MANAGEMENT LLC....
Sunesis
13F-HR - Sunesis Advisors, LLC (0001748269) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Sunesis Advisors, LLC....
MILLER
13F-HR - MILLER HOWARD INVESTMENTS INC /NY (0000903947) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by MILLER HOWARD INVESTMENTS INC /NY....
CUSHING
13F-HR - CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT (0001329375) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT....
PLIMOTH
13F-HR - PLIMOTH TRUST CO LLC (0001623678) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by PLIMOTH TRUST CO LLC....