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Portfolio (Quarterly) Guide ↗
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Page 113 of 507  ·  10,136 filings
← Prev 1… 111 112 113 114 115 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/4/2026 Rodgers & Associates, LTD Mar 2026 $982M 101 EDGAR ↗
5/4/2026 Center for Financial Planning, Inc. Mar 2026 $958M 663 EDGAR ↗
5/4/2026 Consolidated Investment Group LLC Mar 2026 $922M 77 EDGAR ↗
5/4/2026 Souders Financial Advisors Mar 2026 $876M 216 EDGAR ↗
5/4/2026 Mattern Capital Management, Llc Mar 2026 $835M 170 EDGAR ↗
5/4/2026 LaFleur & Godfrey LLC Mar 2026 $803M 141 EDGAR ↗
5/4/2026 King Wealth Management Group Mar 2026 $800M 158 EDGAR ↗
5/4/2026 Lifeworks Advisors, LLC Mar 2026 $779M 297 EDGAR ↗
5/4/2026 Parr Mcknight Wealth Management Group, Llc Mar 2026 $763M 214 EDGAR ↗
5/4/2026 Abc Arbitrage Sa Mar 2026 $753M 364 EDGAR ↗
5/4/2026 Fagan Associates, Inc. Mar 2026 $719M 135 EDGAR ↗
5/4/2026 Jlb & Associates Inc Mar 2026 $696M 70 EDGAR ↗
5/4/2026 Diversify Advisory Services, LLC Mar 2026 $655M 210 EDGAR ↗
5/4/2026 Westside Investment Management, Inc. Mar 2026 $653M 1,945 EDGAR ↗
5/4/2026 Bank Hapoalim Bm Mar 2026 $652M 117 EDGAR ↗
5/4/2026 Schnieders Capital Management, Llc. Mar 2026 $629M 206 EDGAR ↗
5/4/2026 Verbena Value LP Mar 2026 $611M 26 EDGAR ↗
5/4/2026 Beverly Hills Private Wealth, LLC Mar 2026 $600M 499 EDGAR ↗
5/4/2026 Retirement Income Solutions, Inc Mar 2026 $585M 173 EDGAR ↗
5/4/2026 RAM Investment Partners, LLC Mar 2026 $569M 121 EDGAR ↗
Page 113 of 507  ·  10,136 filings
← Prev 1… 111 112 113 114 115 …507 Next →