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Portfolio (Quarterly) Guide ↗
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Page 414 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/21/2026 Tandem Investment Partners LLC Dec 2025 $119M 70 EDGAR ↗
1/21/2026 4Wealth Advisors, Inc. Dec 2025 $117M 147 EDGAR ↗
1/21/2026 Nestegg Advisors, Inc. Dec 2025 $117M 51 EDGAR ↗
1/21/2026 Cooke Wealth Management, LLC Dec 2025 $115M 37 EDGAR ↗
1/21/2026 Graham Capital Wealth Management, Llc Dec 2025 $109M 63 EDGAR ↗
1/21/2026 Ethos Capital Management, Inc. Dec 2025 $106M 55 EDGAR ↗
1/21/2026 Baer Investment Advisory LLC Dec 2025 $105M 36 EDGAR ↗
1/21/2026 Delphi Management Inc /Ma/ Dec 2025 $103M — EDGAR ↗
1/21/2026 Sensenig Capital Advisors, Inc Dec 2025 $98M — EDGAR ↗
1/21/2026 ProCore Advisors, LLC Dec 2025 $98M — EDGAR ↗
1/21/2026 Lockerman Financial Group, Inc. Dec 2025 $52M 96 EDGAR ↗
1/21/2026 Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. Dec 2025 $47M — EDGAR ↗
1/21/2026 Kawa Capital Management, Inc Dec 2025 $43M 4 EDGAR ↗
1/21/2026 Touchstone Capital, Inc. Dec 2025 $1 1 EDGAR ↗
1/20/2026 Stratos Wealth Partners, LTD. Dec 2025 $8.8B — EDGAR ↗
1/20/2026 Perpetual Ltd Dec 2025 $6.9B — EDGAR ↗
1/20/2026 Signaturefd, Llc Dec 2025 $6.5B — EDGAR ↗
1/20/2026 Cohen Klingenstein LLC Dec 2025 $3.3B — EDGAR ↗
1/20/2026 Braun Stacey Associates Inc Dec 2025 $3.1B — EDGAR ↗
1/20/2026 SteelPeak Wealth, LLC Dec 2025 $3.1B — EDGAR ↗
Page 414 of 507  ·  10,136 filings
← Prev 1… 412 413 414 415 416 …507 Next →