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Portfolio (Quarterly) Guide ↗
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Page 204 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/9/2026 Diversified Management Inc Mar 2026 $583M 262 EDGAR ↗
4/9/2026 Chemistry Wealth Management LLC Mar 2026 $569M 204 EDGAR ↗
4/9/2026 Trust Co of Tennessee Mar 2026 $537M 8 EDGAR ↗
4/9/2026 Overbrook Management Corp Mar 2026 $529M 51 EDGAR ↗
4/9/2026 McNamara Financial Services, Inc. Mar 2026 $528M 99 EDGAR ↗
4/9/2026 Praetorian Wealth Management, Inc. Mar 2026 $526M 77 EDGAR ↗
4/9/2026 WestHill Financial Advisors, Inc. Mar 2026 $523M 76 EDGAR ↗
4/9/2026 Whitaker-Myers Wealth Managers, LTD. Mar 2026 $502M 108 EDGAR ↗
4/9/2026 Park Place Capital Corp Mar 2026 $499M 850 EDGAR ↗
4/9/2026 Lantz Financial LLC Mar 2026 $484M 239 EDGAR ↗
4/9/2026 Shulman DeMeo Asset Management LLC Mar 2026 $471M 140 EDGAR ↗
4/9/2026 Leverty Financial Group, LLC Mar 2026 $452M 44 EDGAR ↗
4/9/2026 Cornerstone Wealth Advisors, Inc. Mar 2026 $434M 49 EDGAR ↗
4/9/2026 Generali Investments, Management Co LLC Mar 2026 $430M 162 EDGAR ↗
4/9/2026 Kelly Financial Group Llc Mar 2026 $398M 100 EDGAR ↗
4/9/2026 TrueWealth Advisors, LLC Mar 2026 $398M 233 EDGAR ↗
4/9/2026 Lpwm Llc Mar 2026 $396M 94 EDGAR ↗
4/9/2026 Brown Wealth Management, Llc Mar 2026 $389M 116 EDGAR ↗
4/9/2026 Butensky & Cohen Financial Security, Inc Mar 2026 $380M 132 EDGAR ↗
4/9/2026 Vista Investment Partners Llc Mar 2026 $378M 169 EDGAR ↗
Page 204 of 507  ·  10,139 filings
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