SeaCrest
13F-HR - SeaCrest Wealth Management, LLC (0001728121) (Filer)
Institutional holdings report (13F-HR) filed by SeaCrest Wealth Management, LLC....
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Selby
13F-HR - Selby Wealth Management, LLC (0002110725) (Filer)
Institutional holdings report (13F-HR) filed by Selby Wealth Management, LLC....
American
13F-HR - American State Bank (Iowa) (0002122473) (Filer)
Institutional holdings report (13F-HR) filed by American State Bank....
SAPIENT
13F-HR - SAPIENT CAPITAL LLC (0001998653) (Filer)
Institutional holdings report (13F-HR) filed by SAPIENT CAPITAL LLC....
Sage
13F-HR - Sage Investment Advisers LLC (0001925418) (Filer)
Institutional holdings report (13F-HR) filed by Sage Investment Advisers LLC....
Overland
Overland Advantage amends Loan and Servicing Agreement
Overland Advantage and Morgan Stanley Bank, N.A. executed a Fourth Amendment to the Loan and Servicing Agreement effective July 2, 2026, modifying cre...
Banque
13F-HR - Banque de Luxembourg S.A. (0002055344) (Filer)
Institutional holdings report (13F-HR) filed by Banque de Luxembourg S.A.....
PSP
13F-HR - PSP Research LLC (0002106939) (Filer)
Institutional holdings report (13F-HR) filed by PSP Research LLC....
Independence
13F-HR - Independence Financial Advisors, LLC (0002066080) (Filer)
Institutional holdings report (13F-HR) filed by Independence Financial Advisors, LLC....
MKT
13F-HR - MKT Advisors LLC (0001906802) (Filer)
Institutional holdings report (13F-HR) filed by MKT Advisors LLC....
Mayflower
13F-HR - Mayflower Financial Advisors, LLC (0001852930) (Filer)
Institutional holdings report (13F-HR) filed by Mayflower Financial Advisors, LLC....
Henrickson
13F-HR - Henrickson Nauta Wealth Advisors, Inc. (0001903859) (Filer)
Institutional holdings report (13F-HR) filed by Henrickson Nauta Wealth Advisors, Inc.....
HALL
13F-HR - HALL LAURIE J TRUSTEE (0001388382) (Filer)
Institutional holdings report (13F-HR) filed by HALL LAURIE J TRUSTEE....
C2C
13F-HR - C2C Wealth Management, LLC (0001868903) (Filer)
Institutional holdings report (13F-HR) filed by C2C Wealth Management, LLC....
Edge
13F-HR - Edge Wealth Management LLC (0001567163) (Filer)
Institutional holdings report (13F-HR) filed by Edge Wealth Management LLC....
Town
13F-HR - Town & Country Bank & Trust CO dba First Bankers Trust CO (0001327944) (Filer)
Institutional holdings report (13F-HR) filed by Town & Country Bank & Trust CO dba First Bankers Trust CO....
MSC
MSC Income Fund Announces Q2 2026 Private Loan Activity
MSC Income Fund originated $74.4 million in new commitments and funded $62.2 million in private loan investments during the second quarter. The compan...
Procyon
13F-HR - Procyon Advisors, LLC (0001804329) (Filer)
Institutional holdings report (13F-HR) filed by Procyon Advisors, LLC....
Main
Main Street Announces $319M Q2 2026 Loan Portfolio Originations
Main Street Capital originated $319 million in new private loan commitments during the second quarter of 2026. This execution highlights the firm's on...
New
13F-HR - New England Research & Management, Inc. (0001596077) (Filer)
Institutional holdings report (13F-HR) filed by New England Research & Management, Inc.....