Fjell
13F-HR - Fjell Capital, LLC (0002053350) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Fjell Capital, LLC....
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Pettinga
13F-HR - Pettinga Financial Advisors LLC (0001694592) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Pettinga Financial Advisors LLC....
Crane
13F-HR - Crane Advisory, LLC (0001951283) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Crane Advisory, LLC....
Emerald
13F-HR - Emerald Advisors, LLC (0001802611) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Emerald Advisors, LLC....
BayBridge
13F-HR - BayBridge Capital Group, LLC (0001898297) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by BayBridge Capital Group, LLC....
Seven
13F-HR - Seven Hills Financial, LLC (0002153041) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Seven Hills Financial, LLC....
Spinnaker
13F-HR - Spinnaker Investment Group, LLC (0001911067) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Spinnaker Investment Group, LLC....
Fruth
13F-HR - Fruth Investment Management (0001416856) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Fruth Investment Management....
Bestgate
13F-HR - Bestgate Wealth Advisors, LLC (0002055670) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Bestgate Wealth Advisors, LLC....
KLEIN
13F-HR - KLEIN PAVLIS & PEASLEY FINANCIAL, INC. (0001907480) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.....
LYNCH
13F-HR - LYNCH & ASSOCIATES/IN (0001108965) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by LYNCH & ASSOCIATES/IN....
Wilkins
13F-HR - Wilkins Miller Wealth Management, LLC (0002057318) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Wilkins Miller Wealth Management, LLC....
Merck
Cressey Managing Partner Announced as New Merck Board Member
Merck Board announces Paul J. Diaz will join the board effective Nov. 1, 2026, standing for election in May 2027. This appointment expands the board t...
Regent
13F-HR - Regent Peak Wealth Advisors LLC (0001803329) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Regent Peak Wealth Advisors LLC....
Pearl
13F-HR - Pearl Planning LLC (0002100519) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Pearl Planning LLC....
NICHOLS
13F-HR - NICHOLS & PRATT ADVISERS LLP /MA (0001141781) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by NICHOLS & PRATT ADVISERS LLP /MA....
HEFFERNAN
13F-HR - HEFFERNAN ADVISORY, INC (0001536230) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by HEFFERNAN ADVISORY, INC....
SL
13F-HR - SL ADVISORS, LLC (0001680365) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by SL ADVISORS, LLC....
13F-HR/A
13F-HR/A - KIECKHEFER GROUP LLC (0002051613) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 13F-HR/A - KIECKHEFER GROUP LLC (0002051613) (Filer)....
Compass
13F-HR - Compass Financial Group, INC/SD (0001964835) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Compass Financial Group, INC/SD....