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Portfolio (Quarterly) Guide ↗
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Page 216 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/7/2026 Investment Partners Asset Management, Inc. Mar 2026 $162M 163 EDGAR ↗
4/7/2026 Retirement Wealth Solutions LLC Mar 2026 $159M 822 EDGAR ↗
4/7/2026 Cultivar Capital, Inc. Mar 2026 $156M 46 EDGAR ↗
4/7/2026 Stonekeep Investments, LLC Mar 2026 $154M 66 EDGAR ↗
4/7/2026 Hoffman, Alan N Investment Management Mar 2026 $152M 13 EDGAR ↗
4/7/2026 Comprehensive Financial Planning, Inc./PA Mar 2026 $144M 388 EDGAR ↗
4/7/2026 Blueline Advisors Llc Mar 2026 $129M 217 EDGAR ↗
4/7/2026 Barden Capital Management, Inc. Mar 2026 $117M 58 EDGAR ↗
4/7/2026 Ethos Capital Management, Inc. Mar 2026 $117M 56 EDGAR ↗
4/7/2026 GK Wealth Management LLC Mar 2026 $115M 51 EDGAR ↗
4/7/2026 Dwr Wealth Management, Llc Mar 2026 $115M 51 EDGAR ↗
4/7/2026 City Center Advisors, LLC Mar 2026 $108M 155 EDGAR ↗
4/7/2026 Legacy Solutions, Llc Mar 2026 $108M 77 EDGAR ↗
4/7/2026 Crescent Sterling, Ltd. Mar 2026 $103M 80 EDGAR ↗
4/7/2026 Green Alpha Advisors, LLC Mar 2026 $102M 107 EDGAR ↗
4/7/2026 JBGlobal.com LLC Mar 2026 $102M 27 EDGAR ↗
4/7/2026 Calder Financial LLC Mar 2026 $101M 40 EDGAR ↗
4/7/2026 Plus Group Wealth Advisors LLC Mar 2026 $91M 41 EDGAR ↗
4/7/2026 Capital Asset Managemnet, LLC Dec 2025 $90M 74 EDGAR ↗
4/7/2026 CenturyLink Investment Management Co Mar 2026 $77M 3 EDGAR ↗
Page 216 of 507  ·  10,139 filings
← Prev 1… 214 215 216 217 218 …507 Next →