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Portfolio (Quarterly) Guide ↗
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Page 194 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/13/2026 Kmg Fiduciary Partners, Llc Mar 2026 $1.4B 261 EDGAR ↗
4/13/2026 Baskin Financial Services Inc. Mar 2026 $1.2B 53 EDGAR ↗
4/13/2026 Amplius Wealth Advisors, LLC Mar 2026 $1.2B 175 EDGAR ↗
4/13/2026 Talbot Financial, LLC Mar 2026 $1.2B 66 EDGAR ↗
4/13/2026 Compass Ion Advisors, LLC Mar 2026 $1.0B 398 EDGAR ↗
4/13/2026 Ullmann Wealth Partners Group, LLC Mar 2026 $963M 156 EDGAR ↗
4/13/2026 AssuredPartners Investment Advisors, LLC Mar 2026 $919M 402 EDGAR ↗
4/13/2026 Stockman Wealth Management, Inc. Mar 2026 $906M 178 EDGAR ↗
4/13/2026 Novem Group Mar 2026 $873M 920 EDGAR ↗
4/13/2026 FORM Wealth Advisors, LLC Mar 2026 $854M 58 EDGAR ↗
4/13/2026 Financial Partners Group, Inc Mar 2026 $836M 227 EDGAR ↗
4/13/2026 Oak Root LLC Mar 2026 $820M 10 EDGAR ↗
4/13/2026 RTD Financial Advisors, Inc. Mar 2026 $814M 114 EDGAR ↗
4/13/2026 Opaleye Management Inc. Dec 2025 $758M 54 EDGAR ↗
4/13/2026 Fiduciary Financial Group, Llc Mar 2026 $754M 345 EDGAR ↗
4/13/2026 Arkansas Financial Group, Inc. Mar 2026 $717M 94 EDGAR ↗
4/13/2026 First Hawaiian Bank Mar 2026 $715M 136 EDGAR ↗
4/13/2026 Affinity Capital Advisors, LLC Mar 2026 $713M 181 EDGAR ↗
4/13/2026 Market Street Wealth Management Advisors Llc Mar 2026 $634M 106 EDGAR ↗
4/13/2026 Perennial Advisors, LLC Mar 2026 $587M 124 EDGAR ↗
Page 194 of 507  ·  10,139 filings
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