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SEC 8-K filings, insider trades, FDA approvals, Federal Reserve statements, and market-moving events — AI-curated, updated every 60 seconds.

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INSTITUTIONAL HOLDINGS · 15,003 results Live
Institutional Holdings IFP Jul 20 — 0.00

13F-HR - IFP Advisors, Inc (0001641866) (Filer)

Institutional holdings report (13F-HR) filed by IFP Advisors, Inc.

Institutional Holdings Brindle Jul 20 — 0.00

13F-HR - Brindle & Bay Financial Advisors, LLC (0002081139) (Filer)

Institutional holdings report (13F-HR) filed by Brindle & Bay Financial Advisors, LLC.

Institutional Holdings FIRST Jul 20 — 0.00

13F-HR - FIRST UNITED BANK & TRUST (0001214183) (Filer)

Institutional holdings report (13F-HR) filed by FIRST UNITED BANK & TRUST.

Institutional Holdings Covenant Jul 20 — 0.00

13F-HR - Covenant Asset Management, LLC (0001697717) (Filer)

Institutional holdings report (13F-HR) filed by Covenant Asset Management, LLC.

Institutional Holdings Sky Jul 20 — 0.00

13F-HR - Sky Investment Group LLC (0001333792) (Filer)

Institutional holdings report (13F-HR) filed by Sky Investment Group LLC.

Institutional Holdings Opal Jul 20 — 0.00

13F-HR - Opal Wealth Advisors, LLC (0001844201) (Filer)

Institutional holdings report (13F-HR) filed by Opal Wealth Advisors, LLC.

Institutional Holdings Abacus Jul 20 — 0.00

13F-HR - Abacus Planning Group, Inc. (0001602730) (Filer)

Institutional holdings report (13F-HR) filed by Abacus Planning Group, Inc..

Institutional Holdings STRATEGIC Jul 20 — 0.00

13F-HR - STRATEGIC INVESTMENT MANAGEMENT, LLC (0000846633) (Filer)

Institutional holdings report (13F-HR) filed by STRATEGIC INVESTMENT MANAGEMENT, LLC.

Institutional Holdings Myriad Jul 20 — 0.00

13F-HR - Myriad Asset Management US LP (0001857187) (Filer)

Institutional holdings report (13F-HR) filed by Myriad Asset Management US LP.

Institutional Holdings Legend Jul 20 — 0.00

13F-HR - Legend Financial Advisors, Inc. (0001781948) (Filer)

Institutional holdings report (13F-HR) filed by Legend Financial Advisors, Inc..

Institutional Holdings TrustBank Jul 20 — 0.00

13F-HR - TrustBank (0002107256) (Filer)

Institutional holdings report (13F-HR) filed by TrustBank.

Institutional Holdings QUANTUM Jul 20 — 0.00

13F-HR - QUANTUM FINANCIAL PARTNERS LLC (0002103577) (Filer)

Institutional holdings report (13F-HR) filed by QUANTUM FINANCIAL PARTNERS LLC.

Institutional Holdings GUIDANCE Jul 20 — 0.00

13F-HR - GUIDANCE CAPITAL, INC (0001958743) (Filer)

Institutional holdings report (13F-HR) filed by GUIDANCE CAPITAL, INC.

Institutional Holdings Envestnet Jul 20 — 0.00

13F-HR - Envestnet Portfolio Solutions, Inc. (0001998033) (Filer)

Institutional holdings report (13F-HR) filed by Envestnet Portfolio Solutions, Inc..

Institutional Holdings HAGER Jul 20 — 0.00

13F-HR - HAGER INVESTMENT MANAGEMENT SERVICES, LLC (0002026645) (Filer)

Institutional holdings report (13F-HR) filed by HAGER INVESTMENT MANAGEMENT SERVICES, LLC.

Institutional Holdings Physician Jul 20 — 0.00

13F-HR - Physician Wealth Advisors, Inc. (0001795173) (Filer)

Institutional holdings report (13F-HR) filed by Physician Wealth Advisors, Inc..

Institutional Holdings B.O.S.S. Jul 20 — 0.00

13F-HR - B.O.S.S. Retirement Advisors, LLC (0001964810) (Filer)

Institutional holdings report (13F-HR) filed by B.O.S.S. Retirement Advisors, LLC.

Institutional Holdings ARKANSAS Jul 20 — 0.00

13F-HR - ARKANSAS FINANCIAL GROUP, INC. (0000764611) (Filer)

Institutional holdings report (13F-HR) filed by ARKANSAS FINANCIAL GROUP, INC..

Institutional Holdings Gibraltar Jul 20 — 0.00

13F-HR - Gibraltar Capital Management, Inc. (0001625986) (Filer)

Institutional holdings report (13F-HR) filed by Gibraltar Capital Management, Inc..

Institutional Holdings High Jul 20 — 0.00

13F-HR - High Point Wealth Management, LLC (0002106882) (Filer)

Institutional holdings report (13F-HR) filed by High Point Wealth Management, LLC.