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INSTITUTIONAL HOLDINGS · 35,242 results Live
Institutional Holdings Wealth Nov 2 — 0.00

13F-HR - Wealth Dimensions Group, Ltd. (0001846462) (Filer)

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

Institutional Holdings 4Thought Nov 2 — 0.00

13F-HR - 4Thought Financial Group Inc. (0001840261) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 4Thought Financial Group Inc..

Institutional Holdings Sanchez Nov 2 — 0.00

13F-HR - Sanchez Wealth Management Group (0001697740) (Filer)

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

Institutional Holdings SCHMIDT Nov 2 — 0.00

13F-HR - SCHMIDT P J INVESTMENT MANAGEMENT INC (0001008895) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC.

Institutional Holdings Capital Nov 2 — +0.10

13F-HR - Capital Investment Services of America, Inc. (0000811360) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Capital Investment Services of America, Inc..

Institutional Holdings Collaborative Nov 2 — 0.00

13F-HR - Collaborative Fund Advisors, LLC (0002132074) (Filer)

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

Institutional Holdings Conestoga Nov 2 — 0.00

13F-HR - Conestoga Capital Advisors, LLC (0001163744) (Filer)

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

Institutional Holdings MMA Nov 2 — 0.00

13F-HR - MMA ASSET MANAGEMENT LLC (0001842667) (Filer)

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

Institutional Holdings Valtinson Nov 2 — 0.00

13F-HR - Valtinson Bruner Financial Planning LLC (0001761450) (Filer)

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

Institutional Holdings QTR Nov 2 — 0.00

13F-HR - QTR Family Wealth, LLC (0002067954) (Filer)

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

Institutional Holdings Platform Nov 2 — +0.10

13F-HR - Platform Technology Partners (0001830817) (Filer)

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

Institutional Holdings Capstone Nov 2 — 0.00

13F-HR - Capstone Wealth Management, LLC (0002019411) (Filer)

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

Institutional Holdings Inscription Nov 2 — +0.10

13F-HR - Inscription Capital, LLC (0001767868) (Filer)

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

Institutional Holdings Dodds Nov 2 — 0.00

13F-HR - Dodds Wealth, LLC (0001973728) (Filer)

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

Institutional Holdings AIGH Nov 2 — 0.00

13F-HR - AIGH Capital Management LLC (0001835943) (Filer)

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

Institutional Holdings Quest Nov 2 — +0.10

13F-HR - Quest 10 Wealth Builders, Inc. (0002035215) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Quest 10 Wealth Builders, Inc..

Institutional Holdings COMMONWEALTH Nov 2 — 0.00

13F-HR - COMMONWEALTH EQUITY SERVICES, LLC (0000312272) (Filer)

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

Institutional Holdings GENESIS Nov 2 — 0.00

13F-HR - GENESIS PRIVATE WEALTH, LLC (0001965529) (Filer)

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

Institutional Holdings Gutierrez Nov 2 — 0.00

13F-HR - Gutierrez Wealth Advisory, LLC (0001965923) (Filer)

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

Institutional Holdings Quadcap Nov 2 — 0.00

13F-HR - Quadcap Wealth Management, LLC (0002009674) (Filer)

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