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Portfolio (Quarterly) Guide ↗
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Page 391 of 507  ·  10,136 filings
← Prev 1… 389 390 391 392 393 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/26/2026 Steinberganna Wealth Management Dec 2025 $213M — EDGAR ↗
1/26/2026 Oxinas Partners, LLC Dec 2025 $208M — EDGAR ↗
1/26/2026 CWC Advisors, LLC. Dec 2025 $207M — EDGAR ↗
1/26/2026 Pursue Wealth Partners Llc Dec 2025 $206M — EDGAR ↗
1/26/2026 Brendel Financial Advisors LLC Dec 2025 $203M — EDGAR ↗
1/26/2026 Decker Retirement Planning Inc. Dec 2025 $201M — EDGAR ↗
1/26/2026 Taylor Frigon Capital Management LLC Dec 2025 $198M — EDGAR ↗
1/26/2026 First Bancorp, Inc /ME/ Dec 2025 $188M — EDGAR ↗
1/26/2026 Global Wealth Management, LLC Dec 2025 $186M — EDGAR ↗
1/26/2026 Lowery Thomas, Llc Dec 2025 $177M — EDGAR ↗
1/26/2026 Forbes Financial Planning, Inc. Dec 2025 $171M — EDGAR ↗
1/26/2026 Martin Capital Advisors, LLP Dec 2025 $171M — EDGAR ↗
1/26/2026 Nicholson Wealth Management Group, LLC Dec 2025 $170M — EDGAR ↗
1/26/2026 Lakewood Asset Management LLC Dec 2025 $170M — EDGAR ↗
1/26/2026 JGP Global Gestao de Recursos Ltda. Dec 2025 $169M — EDGAR ↗
1/26/2026 Andrews, Lucia Wealth Management Llc Dec 2025 $168M — EDGAR ↗
1/26/2026 Sterling Wealth Advisors Inc Dec 2025 $166M — EDGAR ↗
1/26/2026 Reyes Financial Architecture, Inc. Dec 2025 $164M — EDGAR ↗
1/26/2026 Code Waechter LLC Dec 2025 $156M — EDGAR ↗
1/26/2026 Zeit Capital LLC Dec 2025 $148M — EDGAR ↗
Page 391 of 507  ·  10,136 filings
← Prev 1… 389 390 391 392 393 …507 Next →