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Nov 2 13F-HR - Palatine Hill Wealth Management, LLC (0002107248) (Filer)Nov 2 13F-HR - MSH Capital Advisors LLC (0002056306) (Filer)Nov 2 13F-HR - S&A Financial Services, Inc. (0002140428) (Filer)Nov 2 13F-HR - Destiny Capital Corp/CO (0001965275) (Filer)Nov 2 13F-HR - Asset Dedication, LLC (0001475896) (Filer)
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INSTITUTIONAL HOLDINGS · 35,238 results Live
Institutional Holdings Palatine Nov 2 — 0.00

13F-HR - Palatine Hill Wealth Management, LLC (0002107248) (Filer)

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

Institutional Holdings MSH Nov 2 — 0.00

13F-HR - MSH Capital Advisors LLC (0002056306) (Filer)

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

Institutional Holdings S&A Nov 2 — 0.00

13F-HR - S&A Financial Services, Inc. (0002140428) (Filer)

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

Institutional Holdings Destiny Nov 2 — 0.00

13F-HR - Destiny Capital Corp/CO (0001965275) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Destiny Capital Corp/CO.

Institutional Holdings Asset Nov 2 — 0.00

13F-HR - Asset Dedication, LLC (0001475896) (Filer)

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

Institutional Holdings United Nov 2 — 0.00

13F-HR - United Advisor Group, LLC (0002004873) (Filer)

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

Institutional Holdings Summit Nov 2 — 0.00

13F-HR - Summit Investment Advisory Services, LLC (0001914395) (Filer)

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

Institutional Holdings Principle Nov 2 — 0.00

13F-HR - Principle Wealth Partners LLC (0001743413) (Filer)

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

Institutional Holdings POSTROCK Nov 2 — 0.00

13F-HR - POSTROCK PARTNERS LLC (0002053668) (Filer)

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

Institutional Holdings MilWealth Nov 2 — 0.00

13F-HR - MilWealth Group LLC (0001972750) (Filer)

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

Institutional Holdings Monte Nov 2 — 0.00

13F-HR - Monte Financial Group, LLC (0001755651) (Filer)

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

Institutional Holdings LEGACY Nov 2 — 0.00

13F-HR - LEGACY FINANCIAL INDEPENDENT ADVISORS LLC (0002131510) (Filer)

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

Institutional Holdings KRAEMATON Nov 2 — 0.00

13F-HR - KRAEMATON INVESTMENT ADVISORS, INC (0001910852) (Filer)

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

Institutional Holdings Horizon Nov 2 — 0.00

13F-HR - Horizon Wealth Management, LLC (0001815123) (Filer)

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

Institutional Holdings Kestra Nov 2 — 0.00

13F-HR - Kestra Advisory Services, LLC (0001830819) (Filer)

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

Institutional Holdings Fusion Nov 2 — 0.00

13F-HR - Fusion Family Wealth, LLC (0001696209) (Filer)

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

Institutional Holdings Claro Nov 2 — 0.00

13F-HR - Claro Advisors Inc. (0001764386) (Filer)

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

Institutional Holdings REAP Nov 2 — 0.00

13F-HR - REAP Financial Group, LLC (0002048581) (Filer)

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

Institutional Holdings Telos Nov 2 — +0.10

13F-HR - Telos Capital Management, Inc. (0001567889) (Filer)

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

Institutional Holdings CORA Nov 2 — 0.00

13F-HR - CORA CAPITAL ADVISORS LLC (0001964530) (Filer)

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