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CIK Firm Filing Date Filing Type
Sulzberger Capital Advisors Inc [2026-05-13] IAPD
Greenport Capital Advisors LLC [2026-05-12] IAPD
TQM Wealth Partners LLC [2026-05-12] IAPD
Rosenbaum Lanny Kevin [2026-05-12] IAPD
Double Eagle Wealth Management LLC [2026-05-12] IAPD
Tingey Financial Group Inc [2026-05-11] IAPD
West Financial Strategies Inc [2026-05-08] IAPD
Sportsology Capital Partners LP [2026-05-07] IAPD
Visionx Wealth Partners [2026-05-06] IAPD
Daly Investment Management LLC [2026-05-05] IAPD
Integra Wealth LLC [2026-05-04] IAPD
Advanced Wealth Management LLC [2026-05-01] IAPD
Centricus Investment Advisors US LLC [2026-05-01] IAPD
Rare Capital Management LLC [2026-05-01] IAPD
Middle Street Capital LLC [2026-05-01] IAPD
Harbor Light Planning LLC [2026-05-01] IAPD
Wright Wealth LLC [2026-04-30] IAPD
Diversified Planning Strategies Advisors LLC [2026-04-30] IAPD
Monroe Capital Real Estate Credit Advisors LLC [2026-04-29] IAPD
Approach Capital LLC [2026-04-28] IAPD
Sanctuary Financial Planning LLC [2026-04-27] IAPD
Dark Horse Advisors LLC [2026-04-27] IAPD
42 AM LLC [2026-04-27] IAPD
AI Funds Inc [2026-04-27] IAPD
Pacific Financial Advisors Inc [2026-04-25] IAPD
Superior Financial LLC [2026-04-24] IAPD
McKinley Financial Advisors Inc [2026-04-24] IAPD
The Connor Group Fund Manager LLC [2026-04-24] IAPD
Sweet Intelligence Inc [2026-04-23] IAPD
J L Perkins Wealth Management LLC [2026-04-23] IAPD
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