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INSTITUTIONAL HOLDINGS · 35,242 results Live
Institutional Holdings Concord Oct 30 — 0.00

13F-HR - Concord Asset Management, LLC/VA (0002031885) (Filer)

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

Institutional Holdings SCRATCH Oct 30 — +0.10

13F-HR - SCRATCH CAPITAL LLC (0002055324) (Filer)

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

Institutional Holdings HOHIMER Oct 30 — 0.00

13F-HR - HOHIMER WEALTH MANAGEMENT, LLC (0001802533) (Filer)

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

Institutional Holdings Goodman Oct 30 — 0.00

13F-HR - Goodman Advisory Group, LLC (0001864123) (Filer)

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

Institutional Holdings Core Oct 30 — 0.00

13F-HR - Core Wealth Partners LLC (0001965078) (Filer)

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

Institutional Holdings Park Oct 30 — 0.00

13F-HR - Park State Asset Management (0001908423) (Filer)

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

Institutional Holdings SeaBridge Oct 30 — 0.00

13F-HR - SeaBridge Investment Advisors LLC (0001304229) (Filer)

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

Institutional Holdings Gruss Oct 30 — 0.00

13F-HR - Gruss & Co., LLC (0001103738) (Filer)

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

Institutional Holdings Townsend Oct 30 — 0.00

13F-HR - Townsend Financial Planning, LLC (0002110688) (Filer)

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

Institutional Holdings EXCALIBUR Oct 30 — 0.00

13F-HR - EXCALIBUR MANAGEMENT CORP (0001009003) (Filer)

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

Institutional Holdings Mendel Oct 30 — 0.00

13F-HR - Mendel Money Management (0001600585) (Filer)

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

Institutional Holdings GREENWOOD Oct 30 — 0.00

13F-HR - GREENWOOD GEARHART LLC (0001084683) (Filer)

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

Institutional Holdings KITCHING Oct 30 — 0.00

13F-HR - KITCHING PARTNERS, LLC (0002010145) (Filer)

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

Institutional Holdings Arsenal Oct 30 — 0.00

13F-HR - Arsenal Capital Advisors LLC (0002109474) (Filer)

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

Institutional Holdings Golden Oct 30 — 0.00

13F-HR - Golden Reserve Retirement LLC (0002066488) (Filer)

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

Institutional Holdings Walkner Oct 30 — 0.00

13F-HR - Walkner Condon Financial Advisors LLC (0001817494) (Filer)

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

Institutional Holdings Grey Oct 30 — 0.00

13F-HR - Grey Ledge Advisors, LLC (0001660694) (Filer)

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

Institutional Holdings REDW Oct 30 — 0.00

13F-HR - REDW Wealth LLC (0001688931) (Filer)

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

Institutional Holdings Sovran Oct 30 — 0.00

13F-HR - Sovran Advisors, LLC (0002051471) (Filer)

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

Institutional Holdings BERTHEL, Oct 30 — 0.00

13F-HR - BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (0000717799) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-06-30 filed by BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC..