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Portfolio (Quarterly) Guide ↗
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Page 177 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/16/2026 XML Financial, LLC Mar 2026 $1.2B 421 EDGAR ↗
4/16/2026 Campbell Newman Asset Management Inc Mar 2026 $1.2B 103 EDGAR ↗
4/16/2026 Petredis Investment Advisors Llc Mar 2026 $1.2B 108 EDGAR ↗
4/16/2026 Forbes J M & Co Llp Mar 2026 $1.2B 153 EDGAR ↗
4/16/2026 Clark Asset Management, LLC Mar 2026 $1.1B 267 EDGAR ↗
4/16/2026 Asset Advisors Investment Management, LLC Mar 2026 $1.0B 106 EDGAR ↗
4/16/2026 Toth Financial Advisory Corp Mar 2026 $911M 918 EDGAR ↗
4/16/2026 Sheets Smith Wealth Management Mar 2026 $888M 393 EDGAR ↗
4/16/2026 Capital Advisors, Ltd. LLC Mar 2026 $880M 1,555 EDGAR ↗
4/16/2026 Occidental Asset Management, LLC Mar 2026 $844M 284 EDGAR ↗
4/16/2026 Johnson Bixby & Associates, LLC Mar 2026 $806M 127 EDGAR ↗
4/16/2026 Kavar Capital Partners Group, Llc Mar 2026 $798M 213 EDGAR ↗
4/16/2026 Roble, Belko & Company, Inc Mar 2026 $787M 487 EDGAR ↗
4/16/2026 BlueSky Wealth Advisors, LLC Mar 2026 $777M 115 EDGAR ↗
4/16/2026 Polianta Ltd Mar 2026 $754M 88 EDGAR ↗
4/16/2026 Allegheny Financial Group Mar 2026 $742M 290 EDGAR ↗
4/16/2026 Klaas Financial Asset Advisors, LLC Mar 2026 $724M 59 EDGAR ↗
4/16/2026 Security National Bank Mar 2026 $687M 501 EDGAR ↗
4/16/2026 Sentinel Pension Advisors, Llc Mar 2026 $676M 137 EDGAR ↗
4/16/2026 Cornerstone Management, Inc. Mar 2026 $628M 65 EDGAR ↗
Page 177 of 507  ·  10,139 filings
← Prev 1… 175 176 177 178 179 …507 Next →