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Portfolio (Quarterly) Guide ↗
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Page 169 of 507  ·  10,139 filings
← Prev 1… 167 168 169 170 171 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
4/17/2026 Hanson & Doremus Investment Management Mar 2026 $869M 534 EDGAR ↗
4/17/2026 HHM Wealth Advisors, LLC Mar 2026 $869M 890 EDGAR ↗
4/17/2026 Cache Advisors, LLC Mar 2026 $866M 191 EDGAR ↗
4/17/2026 Baker Ellis Asset Management LLC Mar 2026 $842M 254 EDGAR ↗
4/17/2026 United Advisor Group, LLC Mar 2026 $811M 508 EDGAR ↗
4/17/2026 Nottingham Advisors, Inc. Mar 2026 $777M 112 EDGAR ↗
4/17/2026 James J. Burns & Company, LLC Mar 2026 $737M 155 EDGAR ↗
4/17/2026 Berman McAleer LLC Mar 2026 $733M 162 EDGAR ↗
4/17/2026 Faithward Advisors, LLC Mar 2026 $701M 326 EDGAR ↗
4/17/2026 Buffalo Business & Estate Services Ltd Mar 2026 $689M 87 EDGAR ↗
4/17/2026 Financial Management Network Inc Mar 2026 $653M 191 EDGAR ↗
4/17/2026 Ignite Planners, LLC Mar 2026 $648M 393 EDGAR ↗
4/17/2026 Bell Investment Advisors, Inc Mar 2026 $639M 1,860 EDGAR ↗
4/17/2026 Summit Wealth Partners, LLC Mar 2026 $632M 271 EDGAR ↗
4/17/2026 Elk River Wealth Management LLC Mar 2026 $602M 99 EDGAR ↗
4/17/2026 Clear Trail Advisors, LLC Mar 2026 $601M 149 EDGAR ↗
4/17/2026 Matthew Goff Investment Advisor, LLC Mar 2026 $600M 107 EDGAR ↗
4/17/2026 Sovereign Financial Group, Inc. Mar 2026 $576M 365 EDGAR ↗
4/17/2026 Presilium Private Wealth, Llc Mar 2026 $567M 75 EDGAR ↗
4/17/2026 Amarillo National Bank Mar 2026 $566M 143 EDGAR ↗
Page 169 of 507  ·  10,139 filings
← Prev 1… 167 168 169 170 171 …507 Next →