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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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Nov 3 13F-HR - Rooted Wealth Advisors, Inc. (0001963732) (Filer)Nov 3 13F-HR - Henderson Brothers Financial Partners, LLC (0002064329) (Filer)Nov 3 13F-HR - Rayburn West Financial Services LLC (0002107467) (Filer)Nov 3 13F-HR - IMZ Advisory Inc (0002017735) (Filer)Nov 3 13F-HR - UHLMANN PRICE SECURITIES, LLC (0001035344) (Filer)
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INSTITUTIONAL HOLDINGS · 35,228 results Live
Institutional Holdings Rooted Nov 3 — 0.00

13F-HR - Rooted Wealth Advisors, Inc. (0001963732) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Rooted Wealth Advisors, Inc..

Institutional Holdings Henderson Nov 3 — 0.00

13F-HR - Henderson Brothers Financial Partners, LLC (0002064329) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Henderson Brothers Financial Partners, LLC.

Institutional Holdings Rayburn Nov 3 — 0.00

13F-HR - Rayburn West Financial Services LLC (0002107467) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Rayburn West Financial Services LLC.

Institutional Holdings IMZ Nov 3 — 0.00

13F-HR - IMZ Advisory Inc (0002017735) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by IMZ Advisory Inc.

Institutional Holdings UHLMANN Nov 3 — 0.00

13F-HR - UHLMANN PRICE SECURITIES, LLC (0001035344) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by UHLMANN PRICE SECURITIES, LLC.

Institutional Holdings Ethic Nov 3 — 0.00

13F-HR - Ethic Inc. (0001780570) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Ethic Inc..

Institutional Holdings Summit Nov 3 — 0.00

13F-HR - Summit Creek Advisors LLC (0001333709) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Summit Creek Advisors LLC.

Institutional Holdings Endowment Nov 3 — 0.00

13F-HR - Endowment Wealth Management, Inc. (0001904477) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Endowment Wealth Management, Inc..

Institutional Holdings Christian Nov 3 — 0.00

13F-HR - Christian Investment Advisors, Inc. (0002055071) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Christian Investment Advisors, Inc..

Institutional Holdings Notable Nov 3 — 0.00

13F-HR - Notable Capital Management, L.L.C. (0002065606) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Notable Capital Management, L.L.C..

Institutional Holdings 180 Nov 3 — 0.00

13F-HR - 180 WEALTH ADVISORS, LLC (0001730817) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 180 WEALTH ADVISORS, LLC.

Institutional Holdings Guild Nov 3 — 0.00

13F-HR - Guild Investment Management, Inc. (0001317802) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Guild Investment Management, Inc..

Institutional Holdings BUCKHEAD Nov 3 — 0.00

13F-HR - BUCKHEAD CAPITAL MANAGEMENT LLC (0001133999) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by BUCKHEAD CAPITAL MANAGEMENT LLC.

Institutional Holdings StoneX Nov 3 — 0.00

13F-HR - StoneX Group Inc. (0000913760) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by StoneX Group Inc..

Institutional Holdings Skyline Nov 3 — 0.00

13F-HR - Skyline Advisors, Inc. (0001843832) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Skyline Advisors, Inc..

Institutional Holdings GSG Nov 3 — 0.00

13F-HR - GSG Advisors LLC (0001995773) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by GSG Advisors LLC.

Institutional Holdings Blossom Nov 3 — 0.00

13F-HR - Blossom Wealth Management (0001839735) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Blossom Wealth Management.

Institutional Holdings UNIVERSITY Nov 3 — 0.00

13F-HR - UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO (0001019231) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO.

Institutional Holdings CROSSPOINT Nov 3 — 0.00

13F-HR - CROSSPOINT FINANCIAL, LLC (0001927769) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by CROSSPOINT FINANCIAL, LLC.

Institutional Holdings Triune Nov 3 — 0.00

13F-HR - Triune Financial Partners, LLC (0002040393) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Triune Financial Partners, LLC.