M
13F-HR - M Wealth Management, LLC (0002026150) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by M Wealth Management, LLC....
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Fairfield
13F-HR - Fairfield Financial Advisors, LTD (0002033232) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Fairfield Financial Advisors, LTD....
Beau
13F-HR - Beau Ventures, LLc (0002160035) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Beau Ventures, LLc....
Consilium
13F-HR - Consilium Wealth Advisory, LLC (0001904906) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Consilium Wealth Advisory, LLC....
Investment
13F-HR - Investment Planning Advisors, Inc. (0002024049) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Investment Planning Advisors, Inc.....
ADIRONDACK
13F-HR - ADIRONDACK TRUST CO (0001054257) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ADIRONDACK TRUST CO....
BMW
BMW Trust issues $1.25B of ABS Notes
BMW Vehicle Lease Trust 2026-2 completed a $1.25B asset-backed securities offering on October 14, 2026, boosting liquidity....
Lodestone
13F-HR - Lodestone Wealth Management LLC (0001950158) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Lodestone Wealth Management LLC....
Three
13F-HR - Three Magnolias Financial Advisors, LLC (0002056795) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Three Magnolias Financial Advisors, LLC....
N10
13F-HR - N10 WEALTH, LLC (0002146357) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by N10 WEALTH, LLC....
Seelaus
13F-HR - Seelaus Asset Management LLC (0001705655) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Seelaus Asset Management LLC....
BMW
BMW Lease Trust Retains Counsel for Upcoming Offering
BMW Vehicle Lease Trust 2026-2 engaged Morgan, Lewis & Bockius LLP to advise on a Form SF-3 registration statement, potentially setting the stage for ...
DAKTRONICS
Daktronics Announces Restructuring Actions to Save $18 Million
Daktronics announced structural cost reduction actions including the exit of its Ireland facility. These initiatives are expected to generate annualiz...
MOODY
13F-HR - MOODY LYNN LIEBERSON & WALKER, LLC (0000938592) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by MOODY LYNN LIEBERSON & WALKER, LLC....
Essential
13F-HR - Essential Partners LLC (0002136442) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Essential Partners LLC....
New
13F-HR - New Perspectives, Inc (0001909565) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by New Perspectives, Inc....
Ridgeline
13F-HR - Ridgeline Wealth, LLC (0001934226) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Ridgeline Wealth, LLC....
Disciplined
13F-HR - Disciplined Equity Management, Inc. (0001909380) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Disciplined Equity Management, Inc.....
Sendero
13F-HR - Sendero Wealth Management, LLC (0001639375) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Sendero Wealth Management, LLC....
SPIRIT
13F-HR - SPIRIT OF AMERICA MANAGEMENT CORP/NY (0001041283) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by SPIRIT OF AMERICA MANAGEMENT CORP/NY....