M.E.
13F-HR - M.E. ALLISON & CO., INC. (0001619532) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by M.E. ALLISON & CO., INC.....
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Shelter
13F-HR - Shelter Rock Management, LLC (0002109305) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Shelter Rock Management, LLC....
Hummer
13F-HR - Hummer Financial Advisory Services Inc (0001802279) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Hummer Financial Advisory Services Inc....
Breakwater
13F-HR - Breakwater Capital Group (0001964309) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Breakwater Capital Group....
Legacy
13F-HR - Legacy Wealth Asset Management, LLC (0001846151) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Legacy Wealth Asset Management, LLC....
CHAPIN
13F-HR - CHAPIN DAVIS, INC. (0000872098) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by CHAPIN DAVIS, INC.....
Prosperity
13F-HR - Prosperity Planning, Inc. (0001843292) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Prosperity Planning, Inc.....
Hardin
13F-HR - Hardin Capital Partners, LLC (0002033094) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Hardin Capital Partners, LLC....
Post
13F-HR - Post Resch Tallon Group Inc. (0002054476) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Post Resch Tallon Group Inc.....
Financial
13F-HR - Financial Designs Corp (0001561383) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Financial Designs Corp....
INSPIRION
13F-HR - INSPIRION WEALTH ADVISORS, LLC (0001633448) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by INSPIRION WEALTH ADVISORS, LLC....
INTEGRATED
13F-HR - INTEGRATED CAPITAL MANAGEMENT, INC. (0001608826) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by INTEGRATED CAPITAL MANAGEMENT, INC.....
Velo3D,
Velo3D CEO confirms revenue guidance and operation stability
Velo3D's CEO reaffirmed unchanged revenue guidance and zero customer impact, highlighting strong progress toward year-end goals....
Federal
Fed acts against AmEx over money laundering failures
The Federal Reserve Board announced an enforcement action against American Express Company, citing the firm's failure to sufficiently detect and repor...
Sky
Sky Quarry Inc. and LendSpark Corporation settle debt allegations totaling over $638k
Sky Quarry Inc. and LendSpark Corporation have entered into a settlement agreement to resolve the Company's liabilities, with the obligation to conver...
NEWS
News Corp approves $1B buyback program
News Corp announced a new buyback authorization for up to $1 billion. The announcement was filed to the ASX on October 9, 2026, covering Class A Commo...
CLOVER
Clover Health Achieves 5-Star Medicare Plans
CMS awarded Clover Health a 5-Star rating for its 2027 PPO Medicare Advantage plans, impacting 2028 payments alongside a 4.5-Star rating for its HMO p...
Trinity
Trinity Capital Reports $880M Q3 2026 New Commitments
Trinity Capital funds $614M in Q3 2026, driving total first-half backed commitments to $880M for 2026. Earnings call scheduled for Nov 4....
Bain
Bain Capital Private Credit Indenture Filing
Bain Capital Private Credit and U.S. Bank Trust Company filed an indenture agreement for debt securities. The filing outlines terms for the issuance o...
CoreCap
13F-HR - CoreCap Advisors, LLC (0001902501) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by CoreCap Advisors, LLC....