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Portfolio (Quarterly) Guide ↗
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Page 183 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/16/2026 Aurora Private Wealth, Inc. Mar 2026 $140M 167 EDGAR ↗
4/16/2026 Pine Haven Investment Counsel, Inc Mar 2026 $136M 114 EDGAR ↗
4/16/2026 First Community Trust Na Mar 2026 $136M 359 EDGAR ↗
4/16/2026 Spartan Planning & Wealth Management Mar 2026 $135M 69 EDGAR ↗
4/16/2026 Terra Nova Asset Management LLC Mar 2026 $135M 83 EDGAR ↗
4/16/2026 Mendota Financial Group, LLC Mar 2026 $135M 32 EDGAR ↗
4/16/2026 Fiduciary Advisors, Inc. Mar 2026 $133M 121 EDGAR ↗
4/16/2026 Vested Financial Planning, LLC Mar 2026 $131M 27 EDGAR ↗
4/16/2026 Strategic Advisory Partners, Llc Mar 2026 $127M 96 EDGAR ↗
4/16/2026 Poinciana Advisors Group, Llc Mar 2026 $127M 130 EDGAR ↗
4/16/2026 Guardian Investment Management Mar 2026 $127M 60 EDGAR ↗
4/16/2026 Redstone Wealth Management, Llc Mar 2026 $125M 43 EDGAR ↗
4/16/2026 Stephen J. Garry & Associates, Llc Mar 2026 $124M 51 EDGAR ↗
4/16/2026 Lunate Capital Ltd Mar 2026 $120M 6 EDGAR ↗
4/16/2026 Koenig Investment Advisory, LLC Mar 2026 $118M 36 EDGAR ↗
4/16/2026 Waystone Advisors Llc Mar 2026 $112M 101 EDGAR ↗
4/16/2026 Roan Capital Partners Mar 2026 $108M 77 EDGAR ↗
4/16/2026 Hicks Capital Management Llc Mar 2026 $100M 38 EDGAR ↗
4/16/2026 Michael Brady & Co., LLC Mar 2026 $100M 54 EDGAR ↗
4/16/2026 Tortuga Wealth Management, Inc Dec 2025 $95M 105 EDGAR ↗
Page 183 of 507  ·  10,139 filings
← Prev 1… 181 182 183 184 185 …507 Next →