Talbot
13F-HR - Talbot Financial, LLC (0001966180) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Talbot Financial, LLC....
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SONATA
13F-HR - SONATA CAPITAL GROUP INC (0001172036) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by SONATA CAPITAL GROUP INC....
Cornell
13F-HR - Cornell Pochily Investment Advisors, Inc. (0001736260) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Cornell Pochily Investment Advisors, Inc.....
Beirne
13F-HR - Beirne Wealth Consulting Services, LLC (0001697303) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Beirne Wealth Consulting Services, LLC....
PKO
13F-HR - PKO Investment Management Joint-Stock Co (0002059321) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by PKO Investment Management Joint-Stock Co....
Commerce
13F-HR - Commerce Advisors, LLC (0001567247) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Commerce Advisors, LLC....
BRAUN
13F-HR - BRAUN STACEY ASSOCIATES INC (0000872080) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by BRAUN STACEY ASSOCIATES INC....
BENNETT
13F-HR - BENNETT SELBY INVESTMENTS LP (0001840740) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by BENNETT SELBY INVESTMENTS LP....
Diversified
13F-HR - Diversified Enterprises, LLC (0002037264) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Diversified Enterprises, LLC....
Compass
13F-HR - Compass Financial Group, Inc. (Ohio) (0002115210) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Compass Financial Group, Inc.....
RWQ
13F-HR - RWQ Financial Management Services, Inc. (0001846544) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by RWQ Financial Management Services, Inc.....
James
13F-HR - James Hambro & Partners LLP (0001731152) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by James Hambro & Partners LLP....
PUREfi
13F-HR - PUREfi Wealth, LLC (0002001520) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by PUREfi Wealth, LLC....
Colonial
13F-HR - Colonial River Investments, LLC (0001845859) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Colonial River Investments, LLC....
Wernau
13F-HR - Wernau Asset Management Inc. (0002053236) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Wernau Asset Management Inc.....
FORD
Ford Credit Unit sells asset-backed notes
Ford Credit Floorplan LLC sold $900M asset-backed securities to fund vehicle floorplan loans, while Ford Credit Floorplan Corp sold $470M, boosting li...
TRITONPOINT
13F-HR - TRITONPOINT WEALTH, LLC (0002008171) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by TRITONPOINT WEALTH, LLC....
FORD
Ford Trust Closing on Oct. 16, 2026
Ford Credit Floorplan Master Owner Trust A entered into a material definitive agreement related to issuering ABS on Oct. 16, 2026. This marks a signif...
PEOPLES
Peoples Bancorp Q3 2026 Earnings up 54% on higher revenue
Peoples Bancorp of North Carolina Inc. reported third quarter 2026 net earnings of $5.7 million, an increase from the prior year, driven by higher net...
BOURGEON
13F-HR - BOURGEON CAPITAL MANAGEMENT LLC (0001088731) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by BOURGEON CAPITAL MANAGEMENT LLC....