ARS
13F-HR - ARS Wealth Advisors Group, LLC (0001886707) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ARS Wealth Advisors Group, LLC....
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Woodside
13F-HR - Woodside Wealth Management LLC (0002064883) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Woodside Wealth Management LLC....
Wealth
13F-HR - Wealth Intelligence, LLC (0002112078) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Wealth Intelligence, LLC....
BANQUE
13F-HR - BANQUE PICTET & CIE SA (0001535602) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by BANQUE PICTET & CIE SA....
Rise
13F-HR - Rise Advisors, LLC (0001831316) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Rise Advisors, LLC....
Cardinal
13F-HR - Cardinal Capital Management, Inc. (0001518235) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Cardinal Capital Management, Inc.....
James
13F-HR - James T. Borello RIA (0002157919) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by James T. Borello RIA....
Beacon
13F-HR - Beacon Financial Advisory LLC (0001800502) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Beacon Financial Advisory LLC....
UNIQUE
13F-HR - UNIQUE WEALTH, LLC (0001957124) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by UNIQUE WEALTH, LLC....
Saratoga
13F-HR - Saratoga Research & Investment Management (0001477872) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Saratoga Research & Investment Management....
Foundry
13F-HR - Foundry Financial LLC (0002085325) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Foundry Financial LLC....
Bell
13F-HR - Bell & Brown Wealth Advisors, LLC (0001725362) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Bell & Brown Wealth Advisors, LLC....
Evansbrook
13F-HR - Evansbrook LLC (0002069478) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Evansbrook LLC....
JCSD
13F-HR - JCSD Capital, LLC (0001444055) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by JCSD Capital, LLC....
Two
13F-HR - Two Point Capital Management, Inc. (0001962382) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Two Point Capital Management, Inc.....
Cornerstone
13F-HR - Cornerstone Management, Inc. (0001587867) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Cornerstone Management, Inc.....
Financial
13F-HR - Financial Synergies Wealth Advisors, Inc. (0002017868) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Financial Synergies Wealth Advisors, Inc.....
Smead
13F-HR - Smead Capital Management, Inc. (0001427008) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Smead Capital Management, Inc.....
BCU
13F-HR - BCU Wealth Advisors, LLC (0002003570) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by BCU Wealth Advisors, LLC....
Keudell/Morrison
13F-HR - Keudell/Morrison Wealth Management (0001785498) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Keudell/Morrison Wealth Management....