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Portfolio (Quarterly) Guide ↗
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Page 182 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/16/2026 Sunbeam Capital Management, LLC Mar 2026 $175M 112 EDGAR ↗
4/16/2026 Sander Capital Advisors Inc Mar 2026 $173M 12 EDGAR ↗
4/16/2026 Upper Left Wealth Management, LLC Mar 2026 $169M 68 EDGAR ↗
4/16/2026 McClarren Financial Advisors, Inc. Mar 2026 $169M 79 EDGAR ↗
4/16/2026 Meadowbrook Advisors Group, LLC Mar 2026 $168M 136 EDGAR ↗
4/16/2026 BCO Wealth Management LLC Mar 2026 $166M 42 EDGAR ↗
4/16/2026 Addis & Hill, Inc Mar 2026 $164M 27 EDGAR ↗
4/16/2026 Capstone Wealth Management Group LLC Mar 2026 $163M 123 EDGAR ↗
4/16/2026 GEN Financial Management, INC. Mar 2026 $162M 51 EDGAR ↗
4/16/2026 Future Financial Wealth Managment LLC Mar 2026 $155M 128 EDGAR ↗
4/16/2026 Orser Capital Management, Llc Mar 2026 $153M 46 EDGAR ↗
4/16/2026 Thompson Davis & Co., Inc. Mar 2026 $150M 141 EDGAR ↗
4/16/2026 CPR Investments Inc. Mar 2026 $150M 51 EDGAR ↗
4/16/2026 CogentBlue Wealth Advisors, LLC Mar 2026 $149M 78 EDGAR ↗
4/16/2026 JDH Wealth Management, LLC Mar 2026 $148M 54 EDGAR ↗
4/16/2026 Davis Capital Management Mar 2026 $148M 589 EDGAR ↗
4/16/2026 MontVue Capital Management, Inc. Mar 2026 $147M 67 EDGAR ↗
4/16/2026 Paladin Wealth, LLC Mar 2026 $145M 125 EDGAR ↗
4/16/2026 Capstone Wealth Management, LLC Mar 2026 $143M 50 EDGAR ↗
4/16/2026 Trium Capital LLP Mar 2026 $142M 63 EDGAR ↗
Page 182 of 507  ·  10,139 filings
← Prev 1… 180 181 182 183 184 …507 Next →