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Portfolio (Quarterly) Guide ↗
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Page 158 of 507  ·  10,137 filings
← Prev 1… 156 157 158 159 160 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
4/21/2026 Wedbush Securities Inc Mar 2026 $3.4B 1,237 EDGAR ↗
4/21/2026 Welch Group, LLC Mar 2026 $2.7B 310 EDGAR ↗
4/21/2026 Obermeyer Wealth Partners Mar 2026 $2.2B 299 EDGAR ↗
4/21/2026 Aaron Wealth Advisors LLC Mar 2026 $1.8B 691 EDGAR ↗
4/21/2026 Falcon Wealth Planning Mar 2026 $1.5B 236 EDGAR ↗
4/21/2026 Verus Financial Partners, Inc. Mar 2026 $1.1B 121 EDGAR ↗
4/21/2026 Columbus Macro, LLC Mar 2026 $936M 200 EDGAR ↗
4/21/2026 Tritonpoint Wealth, Llc Mar 2026 $934M 268 EDGAR ↗
4/21/2026 Barlow Wealth Partners, Llc Mar 2026 $900M 137 EDGAR ↗
4/21/2026 Foundation Resource Management Inc Mar 2026 $889M 55 EDGAR ↗
4/21/2026 Capital Investment Counsel, Inc Mar 2026 $816M 249 EDGAR ↗
4/21/2026 One Wealth Advisors, LLC Mar 2026 $803M 304 EDGAR ↗
4/21/2026 McGlone Suttner Wealth Management, Inc. Mar 2026 $755M 189 EDGAR ↗
4/21/2026 Cambient Family Office, Llc Mar 2026 $716M 261 EDGAR ↗
4/21/2026 Chatham Capital Group, Inc. Mar 2026 $689M 198 EDGAR ↗
4/21/2026 Corsair Capital Management, L.P. Sep 2025 $605M 167 EDGAR ↗
4/21/2026 Huntleigh Advisors, Inc. Mar 2026 $585M 282 EDGAR ↗
4/21/2026 Generali Powszechne Towarzystwo Emerytalne Mar 2026 $566M 28 EDGAR ↗
4/21/2026 Trivium Point Advisory, LLC Mar 2026 $553M 270 EDGAR ↗
4/21/2026 Corsair Capital Management, L.P. Jun 2025 $534M 153 EDGAR ↗
Page 158 of 507  ·  10,137 filings
← Prev 1… 156 157 158 159 160 …507 Next →