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Portfolio (Quarterly) Guide ↗
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Page 396 of 507  ·  10,136 filings
← Prev 1… 394 395 396 397 398 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/23/2026 Avion Wealth Dec 2025 $477M — EDGAR ↗
1/23/2026 Curtis Advisory Group, LLC Dec 2025 $477M 116 EDGAR ↗
1/23/2026 Blankinship & Foster, LLC Dec 2025 $463M — EDGAR ↗
1/23/2026 Beacon Harbor Wealth Advisors, Inc. Dec 2025 $451M — EDGAR ↗
1/23/2026 Genworth Financial Inc Dec 2025 $446M — EDGAR ↗
1/23/2026 Twelve Points Wealth Management LLC Dec 2025 $444M — EDGAR ↗
1/23/2026 Whitener Capital Management, Inc. Dec 2025 $439M 169 EDGAR ↗
1/23/2026 First PREMIER Bank Dec 2025 $436M — EDGAR ↗
1/23/2026 High Net Worth Advisory Group LLC Dec 2025 $434M 240 EDGAR ↗
1/23/2026 Timber Creek Capital Management LLC Dec 2025 $430M — EDGAR ↗
1/23/2026 Gibbs Wealth Management Dec 2025 $413M 325 EDGAR ↗
1/23/2026 Guidance Capital, Inc Dec 2025 $409M 222 EDGAR ↗
1/23/2026 Monarch Capital Management Inc Dec 2025 $407M — EDGAR ↗
1/23/2026 Brown, Lisle/Cummings, Inc. Dec 2025 $406M — EDGAR ↗
1/23/2026 KG&L Capital Management,LLC Dec 2025 $403M 227 EDGAR ↗
1/23/2026 Natural Investments, Llc Dec 2025 $402M 280 EDGAR ↗
1/23/2026 RFG Holdings, Inc. Dec 2025 $399M — EDGAR ↗
1/23/2026 Kelly Financial Group Llc Dec 2025 $393M — EDGAR ↗
1/23/2026 Investment Advisory Group, LLC Dec 2025 $389M 194 EDGAR ↗
1/23/2026 Peak Financial Management, Inc. Dec 2025 $388M — EDGAR ↗
Page 396 of 507  ·  10,136 filings
← Prev 1… 394 395 396 397 398 …507 Next →