BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗
|
Page 403 of 507  ·  10,136 filings
← Prev 1… 401 402 403 404 405 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/22/2026 Roffman Miller Associates Inc /Pa/ Dec 2025 $1.8B — EDGAR ↗
1/22/2026 Bar Harbor Wealth Management Dec 2025 $1.7B — EDGAR ↗
1/22/2026 P/E Global LLC Dec 2025 $1.4B — EDGAR ↗
1/22/2026 Telos Capital Management, Inc. Dec 2025 $1.1B — EDGAR ↗
1/22/2026 Jackson Thornton Wealth Management, Llc Dec 2025 $1.1B — EDGAR ↗
1/22/2026 Triad Wealth Partners, LLC Dec 2025 $1.1B — EDGAR ↗
1/22/2026 Spirepoint Private Client, Llc Dec 2025 $1.0B — EDGAR ↗
1/22/2026 Bfsg, Llc Dec 2025 $1.0B — EDGAR ↗
1/22/2026 Rodgers & Associates, LTD Dec 2025 $988M — EDGAR ↗
1/22/2026 V-Square Quantitative Management LLC Dec 2025 $962M — EDGAR ↗
1/22/2026 Evermay Wealth Management Llc Dec 2025 $891M — EDGAR ↗
1/22/2026 HHM Wealth Advisors, LLC Dec 2025 $850M — EDGAR ↗
1/22/2026 Cache Advisors, LLC Dec 2025 $814M — EDGAR ↗
1/22/2026 City Holding Co Dec 2025 $813M — EDGAR ↗
1/22/2026 Premier Path Wealth Partners, LLC Dec 2025 $774M — EDGAR ↗
1/22/2026 Foundation Resource Management Inc Dec 2025 $747M — EDGAR ↗
1/22/2026 Alpha Omega Wealth Management LLC Dec 2025 $603M — EDGAR ↗
1/22/2026 Legacy Trust Dec 2025 $535M — EDGAR ↗
1/22/2026 Newman Dignan & Sheerar, Inc. Dec 2025 $480M — EDGAR ↗
1/22/2026 Whitaker-Myers Wealth Managers, LTD. Dec 2025 $479M — EDGAR ↗
Page 403 of 507  ·  10,136 filings
← Prev 1… 401 402 403 404 405 …507 Next →