Fulcrum
13F-HR - Fulcrum Equity Management (0001737888) (Filer)
Institutional holdings report (13F-HR) filed by Fulcrum Equity Management....
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THOR
13F-HR - THOR INVESTMENT MANAGEMENT INC /OH/ /ADV (0000883734) (Filer)
Institutional holdings report (13F-HR) filed by THOR INVESTMENT MANAGEMENT INC /OH/ /ADV....
BONNESS
13F-HR - BONNESS ENTERPRISES INC (0001105471) (Filer)
Institutional holdings report (13F-HR) filed by BONNESS ENTERPRISES INC....
Pacific
13F-HR - Pacific Capital Wealth Advisors, Inc. (0001803523) (Filer)
Institutional holdings report (13F-HR) filed by Pacific Capital Wealth Advisors, Inc.....
Federal
FHLBNY Files Debt Security Schedule
The Federal Home Loan Bank of New York disclosed a schedule of debt securities including variable and fixed-rate bonds. The filing details maturity da...
FFG
13F-HR - FFG Partners, LLC (0002045972) (Filer)
Institutional holdings report (13F-HR) filed by FFG Partners, LLC....
CMH
13F-HR - CMH Wealth Management LLC (0001657516) (Filer)
Institutional holdings report (13F-HR) filed by CMH Wealth Management LLC....
NORTHWESTERN
13F-HR - NORTHWESTERN UNIVERSITY (0000873687) (Filer)
Institutional holdings report (13F-HR) filed by NORTHWESTERN UNIVERSITY....
Affiance
13F-HR - Affiance Financial, LLC (0001723681) (Filer)
Institutional holdings report (13F-HR) filed by Affiance Financial, LLC....
A&I
13F-HR - A&I FINANCIAL SERVICES, LLC (0001728031) (Filer)
Institutional holdings report (13F-HR) filed by A&I FINANCIAL SERVICES, LLC....
Infinity
13F-HR - Infinity Wealth Counsel, LLC (0002066524) (Filer)
Institutional holdings report (13F-HR) filed by Infinity Wealth Counsel, LLC....
JLL
JLL Income Property Trust declares monthly July dividend of $0.0525 per share
The Board approved a July distribution of $0.0525 per share/unit payable on July 24, 2026. The move to monthly payouts is designed to provide more fre...
LVZ,
13F-HR - LVZ, Inc. (0001574408) (Filer)
Institutional holdings report (13F-HR) filed by LVZ, Inc.....
Piscataqua
13F-HR - Piscataqua Savings Bank (0001855835) (Filer)
Institutional holdings report (13F-HR) filed by Piscataqua Savings Bank....
Safir
13F-HR - Safir Wealth Advisors, LLC (0001830103) (Filer)
Institutional holdings report (13F-HR) filed by Safir Wealth Advisors, LLC....
LifeGuide
13F-HR - LifeGuide Financial Advisors, LLC (0001908585) (Filer)
Institutional holdings report (13F-HR) filed by LifeGuide Financial Advisors, LLC....
Lantz
13F-HR - Lantz Financial LLC (0001766883) (Filer)
Institutional holdings report (13F-HR) filed by Lantz Financial LLC....
Stablepoint
13F-HR - Stablepoint Partners, LLC (0002011237) (Filer)
Institutional holdings report (13F-HR) filed by Stablepoint Partners, LLC....
Morgan
Trust reports event regarding specific asset pool loan
The issuer disclosed an event concerning one mortgage loan, representing approximately 1.0% of the total asset pool, under Item 8.01 of the SEC filing...
MEMBERS
13F-HR - MEMBERS WEALTH LLC (0002059574) (Filer)
Institutional holdings report (13F-HR) filed by MEMBERS WEALTH LLC....