AETERNUM
Aeternum Health Signs Merger Agreement for Expansion
The company entered into a definitive agreement to acquire an ophthalmology and radiology practice to expand its footprint. This strategic M&A move po...
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DMKC
13F-HR - DMKC Advisory Services, LLC (0001901337) (Filer)
Institutional holdings report (13F-HR) filed by DMKC Advisory Services, LLC....
Z
Z Squared Legal Opinion Confirms S-3 Shelf Registration
Z Squared Inc. received legal counsel opinion confirming shares are valid for the automated sales agreement. This clearance permits the company to pro...
Balefire,
13F-HR - Balefire, LLC (0001750924) (Filer)
Institutional holdings report (13F-HR) filed by Balefire, LLC....
Dynamic
13F-HR - Dynamic Advisor Solutions LLC (0001599747) (Filer)
Institutional holdings report (13F-HR) filed by Dynamic Advisor Solutions LLC....
OCEANEERING
Oceaneering Enables Issuance of 6.875% Notes
Oceaneering International filed a Fourth Supplemental Indenture to issue 6.875% Senior Notes due 2034. This action authorizes the public sale of new l...
FOCUS
13F-HR - FOCUS Wealth Advisors, LLC (0001845643) (Filer)
Institutional holdings report (13F-HR) filed by FOCUS Wealth Advisors, LLC....
WILLNER
13F-HR - WILLNER & HELLER, LLC (0001927796) (Filer)
Institutional holdings report (13F-HR) filed by WILLNER & HELLER, LLC....
McNaughton
13F-HR - McNaughton Wealth Management, LLC (0001802691) (Filer)
Institutional holdings report (13F-HR) filed by McNaughton Wealth Management, LLC....
Graves
13F-HR - Graves Light Lenhart Wealth, Inc. (0001759803) (Filer)
Institutional holdings report (13F-HR) filed by Graves Light Lenhart Wealth, Inc.....
TLWM
13F-HR - TLWM (0001732537) (Filer)
Institutional holdings report (13F-HR) filed by TLWM....
INSPIRION
13F-HR - INSPIRION WEALTH ADVISORS, LLC (0001633448) (Filer)
Institutional holdings report (13F-HR) filed by INSPIRION WEALTH ADVISORS, LLC....
Systrade
13F-HR - Systrade AG (0001818160) (Filer)
Institutional holdings report (13F-HR) filed by Systrade AG....
UGI
UGI Corp amends credit agreement for $774M term loan refinancing
UGI Corporation entered into a fourth amendment to its credit agreement to provide $774 million in refinancing loans. The agreement, led by HSBC Secur...
Pioneer
13F-HR - Pioneer Wealth Management Group (0001973339) (Filer)
Institutional holdings report (13F-HR) filed by Pioneer Wealth Management Group....
Oncology
Oncology Institute executes a credit agreement with Orbimed.
The Oncology Institute, Inc. entered into a credit agreement dated July 1, 2026 with Orbimed Opportunities (CA) V LLC. This financing provides the com...
Fermata
13F-HR - Fermata Advisors, LLC (0001859259) (Filer)
Institutional holdings report (13F-HR) filed by Fermata Advisors, LLC....
180
13F-HR - 180 WEALTH ADVISORS, LLC (0001730817) (Filer)
Institutional holdings report (13F-HR) filed by 180 WEALTH ADVISORS, LLC....
First
13F-HR - First Citizens Financial Corp (0001800597) (Filer)
Institutional holdings report (13F-HR) filed by First Citizens Financial Corp....
Post
13F-HR - Post Resch Tallon Group Inc. (0002054476) (Filer)
Institutional holdings report (13F-HR) filed by Post Resch Tallon Group Inc.....