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Nov 3 13F-HR - Key Capital Management, INC (0002107249) (Filer)Nov 3 13F-HR - AGF MANAGEMENT LTD (0001003518) (Filer)Nov 3 13F-HR - Reality Financial Planning Services, LLC (0002110687) (Filer)Nov 3 13F-HR - Wellington Shields & Co., LLC (0001506073) (Filer)Nov 3 13F-HR - Cosner Financial Group, LLC (0001674627) (Filer)
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INSTITUTIONAL HOLDINGS · 35,237 results Live
Institutional Holdings Key Nov 3 — +0.10

13F-HR - Key Capital Management, INC (0002107249) (Filer)

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

Institutional Holdings AGF Nov 3 — 0.00

13F-HR - AGF MANAGEMENT LTD (0001003518) (Filer)

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

Institutional Holdings Reality Nov 3 — 0.00

13F-HR - Reality Financial Planning Services, LLC (0002110687) (Filer)

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

Institutional Holdings Wellington Nov 3 — 0.00

13F-HR - Wellington Shields & Co., LLC (0001506073) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Wellington Shields & Co., LLC.

Institutional Holdings Cosner Nov 3 — 0.00

13F-HR - Cosner Financial Group, LLC (0001674627) (Filer)

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

Institutional Holdings SFAM, Nov 3 — 0.00

13F-HR - SFAM, LLC (0001713286) (Filer)

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

Institutional Holdings CAPITAL Nov 3 — 0.00

13F-HR - CAPITAL MANAGEMENT ASSOCIATES /NY/ (0000825293) (Filer)

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

Institutional Holdings WASHINGTON Nov 3 — 0.00

13F-HR - WASHINGTON TRUST BANK (0000861787) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by WASHINGTON TRUST BANK.

Institutional Holdings Sterling Nov 3 — 0.00

13F-HR - Sterling Group Wealth Management, LLC (0001852307) (Filer)

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

Institutional Holdings New Nov 3 — 0.00

13F-HR - New England Capital Financial Advisors LLC (0001964652) (Filer)

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

Institutional Holdings Mass Nov 3 — 0.00

13F-HR - Mass General Brigham, Inc (0001678378) (Filer)

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

Institutional Holdings PDS Nov 3 — 0.00

13F-HR - PDS Planning, Inc (0000838618) (Filer)

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

Institutional Holdings Scissortail Nov 3 — 0.00

13F-HR - Scissortail Wealth Management, LLC (0001906793) (Filer)

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

Institutional Holdings EdgeRock Nov 3 — 0.00

13F-HR - EdgeRock Capital LLC (0001908378) (Filer)

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

Institutional Holdings JFS Nov 3 — 0.00

13F-HR - JFS WEALTH ADVISORS, LLC (0001568068) (Filer)

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

Institutional Holdings Provident Nov 3 — 0.00

13F-HR - Provident Living Financial Services, Inc. (0002083149) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Provident Living Financial Services, Inc..

Institutional Holdings 13F-HR/A Nov 3 — 0.00

13F-HR/A - FINANCIAL DISCOVERY GROUP INC (0001024431) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 13F-HR/A - FINANCIAL DISCOVERY GROUP INC (0001024431) (Filer).

Institutional Holdings BCM Nov 3 — 0.00

13F-HR - BCM ADVISORS, LLC (0001373017) (Filer)

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

Institutional Holdings Avid Nov 3 — 0.00

13F-HR - Avid Wealth Partners LLC (0001992344) (Filer)

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

Institutional Holdings MIO Nov 3 — 0.00

13F-HR - MIO Partners, Inc. (0001535457) (Filer)

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