BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗
|
Page 397 of 507  ·  10,136 filings
← Prev 1… 395 396 397 398 399 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/23/2026 Prism Advisors, Inc. Dec 2025 $375M — EDGAR ↗
1/23/2026 Ogorek Anthony Joseph /Ny/ /Adv Dec 2025 $364M — EDGAR ↗
1/23/2026 Atwater Malick LLC Dec 2025 $363M 90 EDGAR ↗
1/23/2026 Westbourne Investment Advisors, Inc. Dec 2025 $362M — EDGAR ↗
1/23/2026 Brown Miller Wealth Management, LLC Dec 2025 $362M — EDGAR ↗
1/23/2026 Highland Financial Advisors, LLC Dec 2025 $361M 66 EDGAR ↗
1/23/2026 Capital Planning LLC Dec 2025 $357M 84 EDGAR ↗
1/23/2026 Financial Advisory Partners, Llc Dec 2025 $355M — EDGAR ↗
1/23/2026 Steph & Co Dec 2025 $347M — EDGAR ↗
1/23/2026 Bouvel Investment Partners, LLC Dec 2025 $347M — EDGAR ↗
1/23/2026 Oxler Private Wealth LLC Dec 2025 $345M 90 EDGAR ↗
1/23/2026 LOM Asset Management Ltd Dec 2025 $345M — EDGAR ↗
1/23/2026 FFG Partners, LLC Dec 2025 $345M 39 EDGAR ↗
1/23/2026 Kooman & Associates Dec 2025 $338M 53 EDGAR ↗
1/23/2026 Cove Private Wealth, LLC Dec 2025 $336M — EDGAR ↗
1/23/2026 CJM Wealth Advisers, Ltd. Dec 2025 $334M 74 EDGAR ↗
1/23/2026 Watershed Private Wealth Llc Dec 2025 $333M 115 EDGAR ↗
1/23/2026 Creative Capital Management Investments LLC Dec 2025 $331M 310 EDGAR ↗
1/23/2026 Roberts Financial Services LLC Dec 2025 $319M — EDGAR ↗
1/23/2026 Lynch Asset Management, Inc. Dec 2025 $318M 52 EDGAR ↗
Page 397 of 507  ·  10,136 filings
← Prev 1… 395 396 397 398 399 …507 Next →