BURR
13F-HR - BURR FINANCIAL SERVICES, LLC (0001966297) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by BURR FINANCIAL SERVICES, LLC....
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Plan
13F-HR - Plan A Wealth LLC (0002093645) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Plan A Wealth LLC....
LWM
13F-HR - LWM ADVISORS INC (0002067328) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by LWM ADVISORS INC....
Gridiron
13F-HR - Gridiron Partners, LLC (0001910867) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Gridiron Partners, LLC....
Tactive
13F-HR - Tactive Advisors, LLC (0002002409) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Tactive Advisors, LLC....
Peterson
13F-HR - Peterson Wealth Advisors, LLC (0001713558) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Peterson Wealth Advisors, LLC....
Dickmeyer
13F-HR - Dickmeyer Boyce Financial Management, Inc. (0002038325) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Dickmeyer Boyce Financial Management, Inc.....
Aletheian
13F-HR - Aletheian Wealth Advisors LLC (0001922281) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Aletheian Wealth Advisors LLC....
Apeiron
13F-HR - Apeiron RIA LLC (0001801846) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Apeiron RIA LLC....
YHB
13F-HR - YHB Investment Advisors, Inc. (0001469219) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by YHB Investment Advisors, Inc.....
TITLEIST
13F-HR - TITLEIST ASSET MANAGEMENT, LLC (0001977759) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by TITLEIST ASSET MANAGEMENT, LLC....
Apella
13F-HR - Apella Capital, LLC (0001801507) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Apella Capital, LLC....
MSC
MSC Income Fund announces $62.2M in new private loan commitments
MSC Income Fund originated and funded $62.2 million in new investments into its private loan portfolio during the third quarter of 2026....
Main
Main Street announces $157.2M secondary loan activity
Main Street Capital originated and funded $157.2 million in new commitments and investments to lower middle market companies during Q3 2026, aligning ...
DIVERSIFIED
13F-HR - DIVERSIFIED MANAGEMENT INC (0000922372) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by DIVERSIFIED MANAGEMENT INC....
Green
13F-HR - Green Ridge Wealth Planning LLC (0002117069) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Green Ridge Wealth Planning LLC....
Pacira
Pacira BioSciences enters merger agreement with Viatris
Pacira BioSciences, Inc. announced an agreement to be acquired by Viatris, Inc., following the execution of a definitive merger agreement. The definit...
Keystone
13F-HR - Keystone Financial Planning, Inc. (0001596906) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Keystone Financial Planning, Inc.....
Acropolis
13F-HR - Acropolis Investment Management, LLC (0001318601) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Acropolis Investment Management, LLC....
First
13F-HR - First Heartland Consultants, Inc. (0001428793) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by First Heartland Consultants, Inc.....