Gradient
13F-HR - Gradient Capital Advisors, LLC (0001727917) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Gradient Capital Advisors, LLC....
Financial News Archive
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Fulcrum
13F-HR - Fulcrum Equity Management (0001737888) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Fulcrum Equity Management....
WILSEY
13F-HR - WILSEY ASSET MANAGEMENT INC (0001598379) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by WILSEY ASSET MANAGEMENT INC....
CFG
13F-HR - CFG Wealth Management Services, Inc. (0002133547) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by CFG Wealth Management Services, Inc.....
Financial
13F-HR - Financial Guidance Group, Inc. (0001929349) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Financial Guidance Group, Inc.....
Monument
13F-HR - Monument Group Wealth Advisors, LLC (0001965665) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Monument Group Wealth Advisors, LLC....
Wagner
13F-HR - Wagner Wealth Management, LLC (0001728657) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Wagner Wealth Management, LLC....
NavPoint
13F-HR - NavPoint Financial, Inc. (0002009813) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by NavPoint Financial, Inc.....
Stillwater
13F-HR - Stillwater Wealth Management Group (0002063941) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-03-31 filed by Stillwater Wealth Management Group....
L.
13F-HR - L. Roy Papp & Associates, LLP (0000809339) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by L. Roy Papp & Associates, LLP....
Avory
13F-HR - Avory & Company, LLC (0001842766) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Avory & Company, LLC....
GROUP
Group 1 Automotive enters definitive agreement to acquire private auto dealerships
Group 1 Automotive has signed a Purchase and Sale Agreement to acquire assets and operations of unspecified private dealerships. This deal is part of ...
Broadway
13F-HR - Broadway Wealth Solutions, Inc. (0002021265) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Broadway Wealth Solutions, Inc.....
Polaris
13F-HR - Polaris Capital Management, LLC (0001316926) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Polaris Capital Management, LLC....
Raub
13F-HR - Raub Brock Capital Management LP (0001554656) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Raub Brock Capital Management LP....
M3F,
13F-HR - M3F, Inc. (0001511291) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by M3F, Inc.....
CPC
13F-HR - CPC Advisors, LLC (0001805250) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by CPC Advisors, LLC....
13F-HR/A
13F-HR/A - HAMILTON LANE ADVISORS LLC (0001573767) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 13F-HR/A - HAMILTON LANE ADVISORS LLC (0001573767) (Filer)....
Sterling
13F-HR - Sterling Manor Financial, LLC (0001842015) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Sterling Manor Financial, LLC....
TradeWell
13F-HR - TradeWell Securities, LLC. (0002066232) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by TradeWell Securities, LLC.....