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Portfolio (Quarterly) Guide ↗
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Page 187 of 507  ·  10,139 filings
← Prev 1… 185 186 187 188 189 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
4/15/2026 Johnson & White Wealth Management, LLC Mar 2026 $236M 106 EDGAR ↗
4/15/2026 FNY Investment Advisers, LLC Mar 2026 $229M 840 EDGAR ↗
4/15/2026 Dixon Fnancial Services, Inc. Mar 2026 $223M 44 EDGAR ↗
4/15/2026 Alhambra Investment Management LLC Mar 2026 $217M 176 EDGAR ↗
4/15/2026 Sage Capital Management, LLC Mar 2026 $213M 163 EDGAR ↗
4/15/2026 Blue Square Asset Management, Llc Mar 2026 $211M 70 EDGAR ↗
4/15/2026 Steinberganna Wealth Management Mar 2026 $208M 132 EDGAR ↗
4/15/2026 Wealth Intelligence, LLC Mar 2026 $208M 58 EDGAR ↗
4/15/2026 Koesten, Hirschmann & Crabtree, INC. Mar 2026 $205M 41 EDGAR ↗
4/15/2026 QSM Asset Management Ltd Mar 2026 $204M 25 EDGAR ↗
4/15/2026 Brendel Financial Advisors LLC Mar 2026 $202M 95 EDGAR ↗
4/15/2026 Sowa Financial Group, Inc. Mar 2026 $202M 30 EDGAR ↗
4/15/2026 Planning Directions Inc Mar 2026 $198M 106 EDGAR ↗
4/15/2026 Birch Capital Management, LLC Mar 2026 $191M 78 EDGAR ↗
4/15/2026 Elevatus Welath Management Mar 2026 $191M 141 EDGAR ↗
4/15/2026 Steadtrust LLC Mar 2026 $176M 123 EDGAR ↗
4/15/2026 Ffg Retirement Advisors Llc Mar 2026 $172M 43 EDGAR ↗
4/15/2026 Code Waechter LLC Mar 2026 $168M 118 EDGAR ↗
4/15/2026 Andrews, Lucia Wealth Management Llc Mar 2026 $167M 35 EDGAR ↗
4/15/2026 Optivise Advisory Services LLC Mar 2026 $165M 183 EDGAR ↗
Page 187 of 507  ·  10,139 filings
← Prev 1… 185 186 187 188 189 …507 Next →