McCollum
13F-HR - McCollum Christoferson Group LLC (0001727573) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by McCollum Christoferson Group LLC....
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Worthington
13F-HR - Worthington Financial Partners, LLC (0002111427) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Worthington Financial Partners, LLC....
Cooksen
13F-HR - Cooksen Wealth, LLC (0002016393) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Cooksen Wealth, LLC....
Bridgecrest
Bridgecrest Auto Securitization Forms Notes
Bridgecrest Auto Securitization Trust 2026-4 filed an 8-K to issue Class A-1, A-2, A-3, B, and C auto loan asset-backed notes. This filing signals the...
Wheeler
Maker issued promissory notes to Holder
Wheeler Real Estate Investment Trust issued secured promissory notes to an undisclosed Holder in accordance with a Note Purchase Agreement, pledging C...
Madson
13F-HR - Madson Wealth Advisors Inc (0002129795) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Madson Wealth Advisors Inc....
Bridgecrest
Bridgecrest issues auto loan ABS notes via Wells Fargo underwriting
Bridgecrest Auto Funding LLC and Bridgecrest Acceptance Corporation priced auto loan asset-backed notes with Wells Fargo Securities, LLC underwriting ...
SAX
13F-HR - SAX WEALTH ADVISORS, LLC (0001846150) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by SAX WEALTH ADVISORS, LLC....
Grove
13F-HR - Grove Street Fiduciary, LLC (0002054682) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Grove Street Fiduciary, LLC....
ALM
13F-HR - ALM First Financial Advisors, LLC (0001950054) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ALM First Financial Advisors, LLC....
Refined
13F-HR - Refined Wealth Management (0001724729) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Refined Wealth Management....
Fragasso
13F-HR - Fragasso Financial Advisors Inc (0001613331) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Fragasso Financial Advisors Inc....
TL
13F-HR - TL Private Wealth (0001802868) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by TL Private Wealth....
STEEL
13F-HR - STEEL GROVE CAPITAL ADVISORS, LLC (0001166308) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by STEEL GROVE CAPITAL ADVISORS, LLC....
Sivik
13F-HR - Sivik Global Healthcare LLC (0001596452) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Sivik Global Healthcare LLC....
PCA
13F-HR - PCA Investment Advisory Services Inc. (0001977044) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by PCA Investment Advisory Services Inc.....
KIECKHEFER
13F-HR - KIECKHEFER GROUP LLC (0002051613) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by KIECKHEFER GROUP LLC....
Level
13F-HR - Level Financial Advisors (0001871734) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Level Financial Advisors....
Seilern
13F-HR - Seilern Investment Management Ltd (0001817797) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Seilern Investment Management Ltd....
JERICHO
13F-HR - JERICHO FINANCIAL, LLP (0001841173) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by JERICHO FINANCIAL, LLP....