Agate
13F-HR - Agate Pass Investment Management, LLC (0001900409) (Filer)
Institutional holdings report (13F-HR) filed by Agate Pass Investment Management, LLC....
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Valeo
13F-HR - Valeo Financial Advisors, LLC (0001722641) (Filer)
Institutional holdings report (13F-HR) filed by Valeo Financial Advisors, LLC....
Polianta
13F-HR - Polianta Ltd (0001695214) (Filer)
Institutional holdings report (13F-HR) filed by Polianta Ltd....
Crumly
13F-HR - Crumly & Associates Inc. (0001759578) (Filer)
Institutional holdings report (13F-HR) filed by Crumly & Associates Inc.....
Seilern
13F-HR - Seilern Investment Management Ltd (0001817797) (Filer)
Institutional holdings report (13F-HR) filed by Seilern Investment Management Ltd....
Private
13F-HR - Private Wealth Group, LLC (0001512780) (Filer)
Institutional holdings report (13F-HR) filed by Private Wealth Group, LLC....
Lexington
13F-HR - Lexington Hill Partners, LLC (0002111980) (Filer)
Institutional holdings report (13F-HR) filed by Lexington Hill Partners, LLC....
Energy
Energy Transfer sells $1.75B in junior subordinated notes
Energy Transfer LP is issuing $1.75 billion in junior subordinated notes due 2057 through a syndicate led by Citigroup and J.P. Morgan, providing long...
OxenFree
13F-HR - OxenFree Capital LLC (0002009781) (Filer)
Institutional holdings report (13F-HR) filed by OxenFree Capital LLC....
Legacy
13F-HR - Legacy Wealth Management, LLC / MS (0002047443) (Filer)
Institutional holdings report (13F-HR) filed by Legacy Wealth Management, LLC / MS....
Pine
13F-HR - Pine Haven Investment Counsel, Inc (0001899753) (Filer)
Institutional holdings report (13F-HR) filed by Pine Haven Investment Counsel, Inc....
Ledgewood
13F-HR - Ledgewood Wealth Advisors, LLC (0002064043) (Filer)
Institutional holdings report (13F-HR) filed by Ledgewood Wealth Advisors, LLC....
Breakwater
13F-HR - Breakwater Capital Group (0001964309) (Filer)
Institutional holdings report (13F-HR) filed by Breakwater Capital Group....
Strategic
13F-HR - Strategic Point Investment Advisors, LLC (0001295044) (Filer)
Institutional holdings report (13F-HR) filed by Strategic Point Investment Advisors, LLC....
Sunburst
13F-HR - Sunburst Financial Group, LLC (0001800158) (Filer)
Institutional holdings report (13F-HR) filed by Sunburst Financial Group, LLC....
Affinity
13F-HR - Affinity Capital Advisors, LLC (0001810023) (Filer)
Institutional holdings report (13F-HR) filed by Affinity Capital Advisors, LLC....
First
13F-HR - First National Bank of Mount Dora, Trust Investment Services (0001423045) (Filer)
Institutional holdings report (13F-HR) filed by First National Bank of Mount Dora, Trust Investment Services....
West
13F-HR - West Financial Advisors, LLC (0001843684) (Filer)
Institutional holdings report (13F-HR) filed by West Financial Advisors, LLC....
AEP
AEP Texas Inc. executes note purchase agreement
AEP Texas Inc. executed a Note Purchase Agreement with the Federal Financing Bank. The funding deal is backed by a guaranty from the U.S. Secretary of...
Hennion
13F-HR - Hennion & Walsh Asset Management, Inc. (0001861642) (Filer)
Institutional holdings report (13F-HR) filed by Hennion & Walsh Asset Management, Inc.....