Crossmark
13F-HR - Crossmark Global Holdings, Inc. (0001539204) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Crossmark Global Holdings, Inc.....
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UWHARRIE
Uwharrie Capital Corp Declares 3% Stock Dividend
Uwharrie Capital Corp declared a 3% stock dividend payable in electronic form on November 23, 2026. Issuance of fractional shares will be replaced wit...
Andina
13F-HR - Andina Capital Management, LLC (0001919158) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Andina Capital Management, LLC....
McAdam,
13F-HR - McAdam, LLC (0001695490) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by McAdam, LLC....
AmeriServ
13F-HR - AmeriServ Wealth Advisors (0001102062) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by AmeriServ Wealth Advisors....
Sara-Bay
13F-HR - Sara-Bay Financial (0001816444) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Sara-Bay Financial....
Sightline
13F-HR - Sightline Wealth Advisors, LLC (0001841979) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Sightline Wealth Advisors, LLC....
Shepherd
13F-HR - Shepherd Street Advisors LLC (0002110060) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Shepherd Street Advisors LLC....
Sage
13F-HR - Sage Investment Advisers LLC (0001925418) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Sage Investment Advisers LLC....
CGN
13F-HR - CGN Advisors LLC (0001841506) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by CGN Advisors LLC....
Piscataqua
13F-HR - Piscataqua Savings Bank (0001855835) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Piscataqua Savings Bank....
Procyon
13F-HR - Procyon Advisors, LLC (0001804329) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Procyon Advisors, LLC....
PSP
13F-HR - PSP Research LLC (0002106939) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by PSP Research LLC....
PIAR
13F-HR - PIAR LLC (0002054677) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by PIAR LLC....
Curbstone
13F-HR - Curbstone Financial Management Corp (0001608057) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Curbstone Financial Management Corp....
EJMK
13F-HR - EJMK Ventures LLC (0002113915) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by EJMK Ventures LLC....
First
13F-HR - First National Bank of Mount Dora, Trust Investment Services (0001423045) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by First National Bank of Mount Dora, Trust Investment Services....
Pacific
13F-HR - Pacific Sage Partners, LLC (0001936845) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Pacific Sage Partners, LLC....
NESTEGG
13F-HR - NESTEGG ADVISORS, INC. (0002062716) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by NESTEGG ADVISORS, INC.....
MY
13F-HR - MY Wealth Management Inc. (0001827845) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by MY Wealth Management Inc.....