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Portfolio (Quarterly) Guide ↗
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Page 172 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/17/2026 First Citizens Asset Management, Inc. Mar 2026 $282M 28 EDGAR ↗
4/17/2026 Richards, Merrill & Peterson, Inc. Mar 2026 $273M 283 EDGAR ↗
4/17/2026 Trinity Wealth Management, LLC Mar 2026 $272M 72 EDGAR ↗
4/17/2026 Bourne Lent Asset Management Inc Mar 2026 $272M 63 EDGAR ↗
4/17/2026 Hendley & Co Inc Mar 2026 $270M 45 EDGAR ↗
4/17/2026 Worth Asset Management, LLC Mar 2026 $268M 547 EDGAR ↗
4/17/2026 Tencap Wealth Coaching, LLC Mar 2026 $266M 7 EDGAR ↗
4/17/2026 Vermillion Wealth Management, Inc. Mar 2026 $255M 1,563 EDGAR ↗
4/17/2026 FFG Partners, LLC Mar 2026 $253M 36 EDGAR ↗
4/17/2026 Stonehearth Capital Management, LLC Mar 2026 $252M 96 EDGAR ↗
4/17/2026 Ballentine Capital Advisors, Inc Mar 2026 $242M 27 EDGAR ↗
4/17/2026 Sherborne Investors Management LP Mar 2026 $241M 1 EDGAR ↗
4/17/2026 Forefront Wealth Partners, LLC Mar 2026 $239M 162 EDGAR ↗
4/17/2026 Integrated Capital Management, LLC Mar 2026 $237M 62 EDGAR ↗
4/17/2026 Union Savings Bank Mar 2026 $228M 408 EDGAR ↗
4/17/2026 Robbins Farley Mar 2026 $226M 143 EDGAR ↗
4/17/2026 Sterneck Capital Management, LLC Mar 2026 $223M 116 EDGAR ↗
4/17/2026 Old North State Wealth Management, LLC Mar 2026 $216M 112 EDGAR ↗
4/17/2026 Viewpoint Capital Management LLC Mar 2026 $214M 135 EDGAR ↗
4/17/2026 Visionary Horizons, LLC Mar 2026 $203M 128 EDGAR ↗
Page 172 of 507  ·  10,139 filings
← Prev 1… 170 171 172 173 174 …507 Next →