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Portfolio (Quarterly) Guide ↗
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Page 378 of 507  ·  10,137 filings
← Prev 1… 376 377 378 379 380 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/27/2026 Penobscot Investment Management Company, Inc. Dec 2025 $1.3B — EDGAR ↗
1/27/2026 Mainstay Capital Management Llc /Adv Dec 2025 $1.3B — EDGAR ↗
1/27/2026 Summit Financial Strategies, Inc. Dec 2025 $1.2B 166 EDGAR ↗
1/27/2026 Traphagen Investment Advisors Llc Dec 2025 $1.2B 196 EDGAR ↗
1/27/2026 Journey Advisory Group, LLC Dec 2025 $1.2B 263 EDGAR ↗
1/27/2026 Godsey & Gibb, Inc Dec 2025 $1.1B 439 EDGAR ↗
1/27/2026 Tributary Capital Management, LLC Sep 2025 $1.1B 169 EDGAR ↗
1/27/2026 Earned Wealth Advisors, Llc Dec 2025 $1.1B 354 EDGAR ↗
1/27/2026 MASTERINVEST Kapitalanlage GmbH Dec 2025 $1.1B — EDGAR ↗
1/27/2026 Berkshire Money Management, Inc. Dec 2025 $1.0B 132 EDGAR ↗
1/27/2026 Tributary Capital Management, LLC Dec 2025 $1.0B 169 EDGAR ↗
1/27/2026 HCR Wealth Advisors Dec 2025 $1.0B 255 EDGAR ↗
1/27/2026 Lodestar Private Asset Management Llc Dec 2025 $997M 224 EDGAR ↗
1/27/2026 Financial Management Professionals, Inc. Dec 2025 $970M 967 EDGAR ↗
1/27/2026 Clark Asset Management, LLC Dec 2025 $963M 237 EDGAR ↗
1/27/2026 Institute for Wealth Management, LLC. Dec 2025 $944M 544 EDGAR ↗
1/27/2026 Legacy Advisors, LLC Dec 2025 $931M 288 EDGAR ↗
1/27/2026 Oak Harvest Investment Services Dec 2025 $917M 232 EDGAR ↗
1/27/2026 Novem Group Dec 2025 $870M 905 EDGAR ↗
1/27/2026 Portfolio Strategies, Inc. Dec 2025 $864M 60 EDGAR ↗
Page 378 of 507  ·  10,137 filings
← Prev 1… 376 377 378 379 380 …507 Next →