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Nov 3 13F-HR - GUIDANCE CAPITAL, INC (0001958743) (Filer)Nov 3 13F-HR - FLAGSHIP WEALTH ADVISORS, LLC (0002036117) (Filer)Nov 3 13F-HR - Linden Rose Investment LLC (0001833819) (Filer)Nov 3 13F-HR - Merkkuri Wealth Advisors LLC (0002040317) (Filer)Nov 3 13F-HR - Your Advocates Ltd., LLP (0001774437) (Filer)
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INSTITUTIONAL HOLDINGS · 35,238 results Live
Institutional Holdings GUIDANCE Nov 3 — 0.00

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

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

Institutional Holdings FLAGSHIP Nov 3 — 0.00

13F-HR - FLAGSHIP WEALTH ADVISORS, LLC (0002036117) (Filer)

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

Institutional Holdings Linden Nov 3 — 0.00

13F-HR - Linden Rose Investment LLC (0001833819) (Filer)

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

Institutional Holdings Merkkuri Nov 3 — 0.00

13F-HR - Merkkuri Wealth Advisors LLC (0002040317) (Filer)

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

Institutional Holdings Your Nov 3 — 0.00

13F-HR - Your Advocates Ltd., LLP (0001774437) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Your Advocates Ltd., LLP.

Institutional Holdings Spectrum Nov 3 — 0.00

13F-HR - Spectrum Advisors, Inc. (0002153446) (Filer)

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

Institutional Holdings Tamar Nov 3 — 0.00

13F-HR - Tamar Securities, LLC (0001703081) (Filer)

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

Institutional Holdings LiftPoint Nov 3 — 0.00

13F-HR - LiftPoint Family Wealth Advisors LLC (0002110810) (Filer)

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

Institutional Holdings Tenzing Nov 3 — 0.00

13F-HR - Tenzing Financial LLC (0002111360) (Filer)

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

Institutional Holdings Valence8 Nov 3 — 0.00

13F-HR - Valence8 US LP (0001943819) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Valence8 US LP.

Institutional Holdings STONE Nov 3 — 0.00

13F-HR - STONE LOFT WEALTH MANAGEMENT LLC (0002130930) (Filer)

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

Institutional Holdings AFFINITY Nov 3 — 0.00

13F-HR - AFFINITY WEALTH LLC (0002111764) (Filer)

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

Institutional Holdings DAHRING Nov 3 — 0.00

13F-HR - DAHRING | CUSMANO LLC (0002053669) (Filer)

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

Institutional Holdings RM Nov 3 — 0.00

13F-HR - RM Financial Services, LLC (0002109852) (Filer)

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

Institutional Holdings CHANNING Nov 3 — 0.00

13F-HR - CHANNING GLOBAL ADVISORS, LLC (0001901222) (Filer)

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

Institutional Holdings Carrera Nov 3 — 0.00

13F-HR - Carrera Capital Advisors (0002035329) (Filer)

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

Institutional Holdings Red Nov 3 — 0.00

13F-HR - Red Mountain Financial, LLC (0001997650) (Filer)

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

Institutional Holdings RW Nov 3 — 0.00

13F-HR - RW Investment Management LLC (0001631627) (Filer)

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

Institutional Holdings FULTON Nov 3 — 0.00

13F-HR - FULTON BREAKEFIELD BROENNIMAN LLC (0001119254) (Filer)

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

Institutional Holdings StoneCrest Nov 3 — -0.10

13F-HR - StoneCrest Wealth Management, Inc. (0002008409) (Filer)

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