A&I
13F-HR - A&I FINANCIAL SERVICES, LLC (0001728031) (Filer)
Institutional holdings report (13F-HR) filed by A&I FINANCIAL SERVICES, LLC....
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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....
Henry
13F-HR - Henry James International Management Inc. (0001750423) (Filer)
Institutional holdings report (13F-HR) filed by Henry James International Management Inc.....
EAGLE
13F-HR - EAGLE WEALTH STRATEGIES LLC (0002009882) (Filer)
Institutional holdings report (13F-HR) filed by EAGLE WEALTH STRATEGIES LLC....
JUNCTURE
13F-HR - JUNCTURE WEALTH STRATEGIES, LLC (0001632866) (Filer)
Institutional holdings report (13F-HR) filed by JUNCTURE WEALTH STRATEGIES, LLC....
Dominguez
13F-HR - Dominguez Wealth Management Solutions, Inc. (0001881335) (Filer)
Institutional holdings report (13F-HR) filed by Dominguez Wealth Management Solutions, Inc.....
Magnus
13F-HR - Magnus Financial Group LLC (0001765216) (Filer)
Institutional holdings report (13F-HR) filed by Magnus Financial Group LLC....
Polaris
13F-HR - Polaris Investment Advisors, LLC (0002103332) (Filer)
Institutional holdings report (13F-HR) filed by Polaris Investment Advisors, LLC....
STEGINSKY
13F-HR - STEGINSKY CAPITAL LLC (0001120048) (Filer)
Institutional holdings report (13F-HR) filed by STEGINSKY CAPITAL LLC....
CSMC
CSMC 2016-NXSR CMBS Trust Changes Servicer
CSMC 2016-NXSR Commercial Mortgage Trust reported a change in servicer under its Pooling and Servicing Agreement. This administrative update impacts t...
Omnia
13F-HR - Omnia Family Wealth, LLC (0001696136) (Filer)
Institutional holdings report (13F-HR) filed by Omnia Family Wealth, LLC....