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Portfolio (Quarterly) Guide ↗
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Page 203 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/9/2026 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Mar 2026 $1.8B 403 EDGAR ↗
4/9/2026 P/E Global LLC Mar 2026 $1.3B 7 EDGAR ↗
4/9/2026 Tompkins Financial Corp Mar 2026 $1.3B 746 EDGAR ↗
4/9/2026 Kwmg, Llc Mar 2026 $1.2B 147 EDGAR ↗
4/9/2026 Everhart Financial Group, Inc. Mar 2026 $1.2B 464 EDGAR ↗
4/9/2026 Pinkerton Wealth, Llc Mar 2026 $1.1B 138 EDGAR ↗
4/9/2026 Moody National Bank Trust Division Mar 2026 $1.1B 794 EDGAR ↗
4/9/2026 Tetrad Corp Mar 2026 $1.0B 3 EDGAR ↗
4/9/2026 Teamwork Financial Advisors, LLC Mar 2026 $946M 216 EDGAR ↗
4/9/2026 Curated Wealth Partners LLC Mar 2026 $794M 572 EDGAR ↗
4/9/2026 CRA Financial Services, LLC Mar 2026 $770M 296 EDGAR ↗
4/9/2026 Cullen Investment Group, Ltd. Mar 2026 $758M 179 EDGAR ↗
4/9/2026 Peterson Wealth Advisors, LLC Mar 2026 $752M 108 EDGAR ↗
4/9/2026 Mechanics Bank Trust Department Mar 2026 $722M 354 EDGAR ↗
4/9/2026 Eagle Rock Investment Company, Llc Mar 2026 $688M 158 EDGAR ↗
4/9/2026 Thrive Wealth Management, LLC Mar 2026 $671M 231 EDGAR ↗
4/9/2026 Secure Asset Management, LLC Mar 2026 $632M 327 EDGAR ↗
4/9/2026 Wealth Alliance Advisory Group, LLC Mar 2026 $632M 197 EDGAR ↗
4/9/2026 Sanders Morris Harris Llc Mar 2026 $631M 297 EDGAR ↗
4/9/2026 IFG Advisors, LLC Mar 2026 $611M 149 EDGAR ↗
Page 203 of 507  ·  10,139 filings
← Prev 1… 201 202 203 204 205 …507 Next →