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Portfolio (Quarterly) Guide ↗
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Page 413 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/21/2026 Erickson Financial Group, LLC Dec 2025 $163M 25 EDGAR ↗
1/21/2026 Paragon Financial Partners, Inc. Dec 2025 $163M — EDGAR ↗
1/21/2026 Steadtrust LLC Dec 2025 $162M — EDGAR ↗
1/21/2026 Tower Trust & Investment Co Dec 2025 $159M — EDGAR ↗
1/21/2026 Five Pine Wealth Management Dec 2025 $156M — EDGAR ↗
1/21/2026 Mainstream Capital Management LLC Dec 2025 $153M — EDGAR ↗
1/21/2026 DMC Group, LLC Dec 2025 $150M — EDGAR ↗
1/21/2026 Future Financial Wealth Managment LLC Dec 2025 $149M — EDGAR ↗
1/21/2026 Seed Wealth Management, Inc. Dec 2025 $145M 102 EDGAR ↗
1/21/2026 Impact Investors, Inc Dec 2025 $144M — EDGAR ↗
1/21/2026 Pine Brook Road Advisors, L.P. Dec 2025 $141M 1 EDGAR ↗
1/21/2026 Persium Advisors, LLC Dec 2025 $139M 62 EDGAR ↗
1/21/2026 Paladin Advisory Group, LLC Dec 2025 $137M 245 EDGAR ↗
1/21/2026 Guild Investment Management, Inc. Dec 2025 $135M — EDGAR ↗
1/21/2026 Intrinsic Value Partners, LLC Dec 2025 $133M — EDGAR ↗
1/21/2026 Daytona Street Capital LLC Dec 2025 $129M 304 EDGAR ↗
1/21/2026 Rydar Equities, Inc. Dec 2025 $128M — EDGAR ↗
1/21/2026 Edmp, Inc. Dec 2025 $122M 68 EDGAR ↗
1/21/2026 William Howard & Co Financial Advisors Inc Dec 2025 $119M — EDGAR ↗
1/21/2026 C2C Wealth Management, LLC Dec 2025 $119M — EDGAR ↗
Page 413 of 507  ·  10,136 filings
← Prev 1… 411 412 413 414 415 …507 Next →