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Portfolio (Quarterly) Guide ↗
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Page 135 of 507  ·  10,137 filings
← Prev 1… 133 134 135 136 137 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
4/28/2026 Woodard & Co Asset Management Group Inc /Adv Mar 2026 $625M 176 EDGAR ↗
4/28/2026 K.J. Harrison & Partners Inc Mar 2026 $608M 225 EDGAR ↗
4/28/2026 Encompass More Asset Management Mar 2026 $597M 251 EDGAR ↗
4/28/2026 Sage Rhino Capital Llc Mar 2026 $535M 330 EDGAR ↗
4/28/2026 Dividend Assets Capital, Llc Mar 2026 $501M 138 EDGAR ↗
4/28/2026 Abel Hall, LLC Mar 2026 $469M 811 EDGAR ↗
4/28/2026 Walter Public Investments Inc. Mar 2026 $418M 48 EDGAR ↗
4/28/2026 Timber Creek Capital Management LLC Mar 2026 $412M 78 EDGAR ↗
4/28/2026 M3F, Inc. Mar 2026 $404M 28 EDGAR ↗
4/28/2026 Integral Investment Advisors, Inc. Mar 2026 $402M 174 EDGAR ↗
4/28/2026 Dumont & Blake Investment Advisors Llc Mar 2026 $400M 202 EDGAR ↗
4/28/2026 PCG Wealth Advisors, LLC Mar 2026 $395M 164 EDGAR ↗
4/28/2026 Peak Financial Management, Inc. Mar 2026 $394M 100 EDGAR ↗
4/28/2026 Columbia Bank Mar 2026 $350M 261 EDGAR ↗
4/28/2026 Retirement Financial Solutions, Llc Mar 2026 $350M 53 EDGAR ↗
4/28/2026 Seascape Capital Management Mar 2026 $347M 91 EDGAR ↗
4/28/2026 Westbourne Investment Advisors, Inc. Mar 2026 $343M 115 EDGAR ↗
4/28/2026 Mio Partners, Inc. Mar 2026 $340M 6 EDGAR ↗
4/28/2026 Pine Harbor Wealth Management, LLC Mar 2026 $334M 102 EDGAR ↗
4/28/2026 Argonautica Private Wealth Management, Inc Mar 2026 $331M 183 EDGAR ↗
Page 135 of 507  ·  10,137 filings
← Prev 1… 133 134 135 136 137 …507 Next →