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Portfolio (Quarterly) Guide ↗
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Page 310 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/10/2026 Patrick Mauro Investment Advisor, INC. Dec 2025 $191M — EDGAR ↗
2/10/2026 MB Generational Wealth, LLC Dec 2025 $189M — EDGAR ↗
2/10/2026 Fortis Advisors, LLC Dec 2025 $184M — EDGAR ↗
2/10/2026 Frederick Financial Consultants, LLC Dec 2025 $183M — EDGAR ↗
2/10/2026 Fpc Investment Advisory, Inc. Dec 2025 $183M — EDGAR ↗
2/10/2026 Wormser Freres Gestion Sep 2025 $180M 49 EDGAR ↗
2/10/2026 Beckerman Institutional, LLC Dec 2025 $178M — EDGAR ↗
2/10/2026 Swisher Financial Concepts, Inc. Dec 2025 $176M — EDGAR ↗
2/10/2026 Arcadia Wealth Management, Inc. Dec 2025 $174M — EDGAR ↗
2/10/2026 Yukon Wealth Management, Inc. Dec 2025 $174M 81 EDGAR ↗
2/10/2026 Presima Securities ULC Dec 2025 $173M — EDGAR ↗
2/10/2026 Brookmont Capital Management Dec 2025 $173M — EDGAR ↗
2/10/2026 North Berkeley Wealth Management, LLC Dec 2025 $170M 75 EDGAR ↗
2/10/2026 Exit Wealth Advisors, LLC. Dec 2025 $169M — EDGAR ↗
2/10/2026 W.H. Cornerstone Investments Inc. Dec 2025 $166M — EDGAR ↗
2/10/2026 Alpha Financial Partners, LLC Dec 2025 $164M 95 EDGAR ↗
2/10/2026 Lummis Asset Management, LP Dec 2025 $163M — EDGAR ↗
2/10/2026 English Capital Management Llc Dec 2025 $163M — EDGAR ↗
2/10/2026 Bridge Generations Wealth Management Llc Dec 2025 $162M — EDGAR ↗
2/10/2026 Yorkville Advisors Global, LP Dec 2025 $159M — EDGAR ↗
Page 310 of 507  ·  10,139 filings
← Prev 1… 308 309 310 311 312 …507 Next →