FAMILY
13F-HR - FAMILY WEALTH PARTNERS, LLC (0002016217) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by FAMILY WEALTH PARTNERS, LLC....
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JEPPSON
13F-HR - JEPPSON WEALTH MANAGEMENT, LLC (0001831263) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by JEPPSON WEALTH MANAGEMENT, LLC....
Drum
13F-HR - Drum Hill Capital, LLC (0002054679) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Drum Hill Capital, LLC....
BANK
13F-HR - BANK OF STOCKTON (0001387723) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by BANK OF STOCKTON....
Ayrshire
13F-HR - Ayrshire Capital Management LLC (0001801563) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Ayrshire Capital Management LLC....
JDH
13F-HR - JDH Wealth Management, LLC (0002022512) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by JDH Wealth Management, LLC....
Five
13F-HR - Five Pine Wealth Management (0002041807) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Five Pine Wealth Management....
INVENIO
13F-HR - INVENIO WEALTH PARTNERS LLC (0001989341) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by INVENIO WEALTH PARTNERS LLC....
Net
13F-HR - Net Worth Advisory Group (0001791998) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Net Worth Advisory Group....
Boyd
13F-HR - Boyd Wealth Management, LLC (0001846114) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Boyd Wealth Management, LLC....
HICKS
13F-HR - HICKS CAPITAL MANAGEMENT LLC (0002062978) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by HICKS CAPITAL MANAGEMENT LLC....
Lakeside
13F-HR - Lakeside Advisors, INC. (0001913467) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Lakeside Advisors, INC.....
13F-HR/A
13F-HR/A - ICG Advisors, LLC (0002089727) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 13F-HR/A - ICG Advisors, LLC (0002089727) (Filer)....
Vision
13F-HR - Vision Capital Management, Inc. (0001417889) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Vision Capital Management, Inc.....
Kenora
13F-HR - Kenora Financial, LLC (0001990080) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Kenora Financial, LLC....
Hingham
13F-HR - Hingham Institution for Savings (0002044671) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Hingham Institution for Savings....
Parkway
13F-HR - Parkway Wealth Management Group, LLC (0002065679) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Parkway Wealth Management Group, LLC....
Freedom
13F-HR - Freedom Day Solutions, LLC (0001467517) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Freedom Day Solutions, LLC....
Mayfair
13F-HR - Mayfair Advisory Group, LLC (0001801926) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Mayfair Advisory Group, LLC....
Eagle
13F-HR - Eagle Wealth Advisors LLC (0002107271) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Eagle Wealth Advisors LLC....