Seros
13F-HR - Seros Financial, LLC (0002039918) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Seros Financial, LLC....
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VIRTUE
13F-HR - VIRTUE ASSET MANAGEMENT LLC (0002094533) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by VIRTUE ASSET MANAGEMENT LLC....
LEGACY
13F-HR - LEGACY FINANCIAL GROUP, INC. (0001965579) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by LEGACY FINANCIAL GROUP, INC.....
NBT
13F-HR - NBT BANK, N.A. (0000898413) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by NBT BANK, N.A.....
McCarley
13F-HR - McCarley & Cook Financial Planners (0002159252) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-03-31 filed by McCarley & Cook Financial Planners....
ISTHMUS
13F-HR - ISTHMUS PARTNERS, LLC (0001639666) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ISTHMUS PARTNERS, LLC....
Root
13F-HR - Root Financial Partners, LLC (0001977181) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Root Financial Partners, LLC....
Carter
13F-HR - Carter Financial Group, INC. (0001919749) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Carter Financial Group, INC.....
FIDELITY
Fidelity D & D Bancorp reports record Q3 2026 earnings
Fidelity D & D Bancorp reported a 21% increase in net income to $8.9 million for Q3 2026, driven by growth in net interest income and total assets rea...
ADAMS
13F-HR - ADAMS NATURAL RESOURCES FUND, INC. (0000216851) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ADAMS NATURAL RESOURCES FUND, INC.....
ADAMS
13F-HR - ADAMS DIVERSIFIED EQUITY FUND, INC. (0000002230) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ADAMS DIVERSIFIED EQUITY FUND, INC.....
13F-HR/A
13F-HR/A - Base Wealth Management LLC (0002083977) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 13F-HR/A - Base Wealth Management LLC (0002083977) (Filer)....
Pembroke
13F-HR - Pembroke Management, LTD (0001063497) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Pembroke Management, LTD....
McCarley
13F-HR - McCarley & Cook Financial Planners (0002159252) (Filer)
Institutional holdings report (13F-HR) for the period ended 2025-12-31 filed by McCarley & Cook Financial Planners....
Wealthcare
13F-HR - Wealthcare Capital Partners, LLC (0002053307) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Wealthcare Capital Partners, LLC....
WEALTHCARE
13F-HR - WEALTHCARE CAPITAL MANAGEMENT LLC (0001516450) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by WEALTHCARE CAPITAL MANAGEMENT LLC....
Wealthcare
13F-HR - Wealthcare Advisory Partners LLC (0001683059) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Wealthcare Advisory Partners LLC....
Verum
13F-HR - Verum Partners LLC (0001958984) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Verum Partners LLC....
Carlton
13F-HR - Carlton Hofferkamp & Jenks Wealth Management, LLC (0001510870) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Carlton Hofferkamp & Jenks Wealth Management, LLC....
Pines
13F-HR - Pines Wealth Management, LLC (0002037426) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Pines Wealth Management, LLC....