Legacy
13F-HR - Legacy Advisory Services, LLC (0002068847) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Legacy Advisory Services, LLC....
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Agate
13F-HR - Agate Pass Investment Management, LLC (0001900409) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Agate Pass Investment Management, LLC....
Kathmere
13F-HR - Kathmere Capital Management, LLC (0001794543) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Kathmere Capital Management, LLC....
LVM
13F-HR - LVM CAPITAL MANAGEMENT LTD/MI (0001053054) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by LVM CAPITAL MANAGEMENT LTD/MI....
Atlantic
13F-HR - Atlantic Edge Private Wealth Management, LLC (0002011145) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Atlantic Edge Private Wealth Management, LLC....
marrick
13F-HR - marrick wealth, LLC (0002109850) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by marrick wealth, LLC....
McCarthy
13F-HR - McCarthy Asset Management, Inc. (0001843169) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by McCarthy Asset Management, Inc.....
Milestone
13F-HR - Milestone Asset Management Group, LLC (0002063452) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Milestone Asset Management Group, LLC....
Cannon
13F-HR - Cannon Global Investment Management, LLC (0001844427) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Cannon Global Investment Management, LLC....
Lion
Lion Copper Commences Trading on Nasdaq Under 'LCU'
Lion Copper has started trading on the Nasdaq at the ticker symbol 'LCU'. This uplisting enhances visibility and broadens access to U.S. investors as ...
LPWM
13F-HR - LPWM LLC (0001801101) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by LPWM LLC....
Asset
13F-HR - Asset Allocation Strategies LLC (0001922879) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Asset Allocation Strategies LLC....
Councilmark
13F-HR - Councilmark Asset Management, LLC (0002022076) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Councilmark Asset Management, LLC....
Long
13F-HR - Long Island Wealth Management, Inc. (0002011177) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Long Island Wealth Management, Inc.....
Hobbs
13F-HR - Hobbs Wealth Management, LLC (0002019202) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Hobbs Wealth Management, LLC....
LifeGuide
13F-HR - LifeGuide Financial Advisors, LLC (0001908585) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by LifeGuide Financial Advisors, LLC....
HILL
13F-HR - HILL ISLAND FINANCIAL LLC (0001909798) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by HILL ISLAND FINANCIAL LLC....
Clear
13F-HR - Clear Trail Advisors, LLC (0002097856) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Clear Trail Advisors, LLC....
POM
13F-HR - POM Investment Strategies, LLC (0001906322) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by POM Investment Strategies, LLC....
Rothschild
13F-HR - Rothschild & Co Wealth Management UK Ltd (0001784260) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Rothschild & Co Wealth Management UK Ltd....