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Portfolio (Quarterly) Guide ↗
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Page 178 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/16/2026 Riversedge Advisors, Llc Mar 2026 $618M 216 EDGAR ↗
4/16/2026 CPC Advisors, LLC Mar 2026 $617M 144 EDGAR ↗
4/16/2026 Montecito Bank & Trust Mar 2026 $607M 444 EDGAR ↗
4/16/2026 Balboa Wealth Partners Mar 2026 $596M 455 EDGAR ↗
4/16/2026 Mountain Pacific Investment Advisers Llc Mar 2026 $584M 141 EDGAR ↗
4/16/2026 Ironwood Financial, llc Mar 2026 $573M 168 EDGAR ↗
4/16/2026 Ellsworth Advisors, LLC Mar 2026 $532M 164 EDGAR ↗
4/16/2026 Strong Tower Advisory Services Mar 2026 $531M 92 EDGAR ↗
4/16/2026 Cambridge Advisors Inc. Mar 2026 $515M 178 EDGAR ↗
4/16/2026 Bricktown Capital, LLC Mar 2026 $508M 32 EDGAR ↗
4/16/2026 Bright Rock Capital Management, Llc Mar 2026 $506M 77 EDGAR ↗
4/16/2026 Blue Zone Wealth Advisors, LLC Mar 2026 $491M 130 EDGAR ↗
4/16/2026 TB Alternative Assets Ltd. Mar 2026 $481M 36 EDGAR ↗
4/16/2026 Trinity Legacy Partners, LLC Mar 2026 $462M 106 EDGAR ↗
4/16/2026 Fortitude Family Office, LLC Mar 2026 $448M 1,890 EDGAR ↗
4/16/2026 Whitener Capital Management, Inc. Mar 2026 $438M 174 EDGAR ↗
4/16/2026 Farmers & Merchants Trust Co Of Long Beach Mar 2026 $426M 302 EDGAR ↗
4/16/2026 Standpoint Asset Management, LLC Mar 2026 $412M 8 EDGAR ↗
4/16/2026 Monarch Capital Management Inc Mar 2026 $409M 127 EDGAR ↗
4/16/2026 Westmount Partners, LLC Mar 2026 $406M 264 EDGAR ↗
Page 178 of 507  ·  10,139 filings
← Prev 1… 176 177 178 179 180 …507 Next →