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Portfolio (Quarterly) Guide ↗
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Page 421 of 507  ·  10,136 filings
← Prev 1… 419 420 421 422 423 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/16/2026 FNY Investment Advisers, LLC Dec 2025 $354M 992 EDGAR ↗
1/16/2026 Omnia Family Wealth, LLC Dec 2025 $339M 102 EDGAR ↗
1/16/2026 Meredith Wealth Planning Dec 2025 $336M 62 EDGAR ↗
1/16/2026 Oldfather Financial Services, LLC Dec 2025 $336M 98 EDGAR ↗
1/16/2026 Claris Advisors, Llc / Mo / Dec 2025 $328M 68 EDGAR ↗
1/16/2026 Selective Wealth Management, Inc. Dec 2025 $320M 108 EDGAR ↗
1/16/2026 Mirabaud & Cie SA Dec 2025 $310M — EDGAR ↗
1/16/2026 Five Oceans Advisors Dec 2025 $283M 192 EDGAR ↗
1/16/2026 Sims Investment Management, Llc Dec 2025 $283M 43 EDGAR ↗
1/16/2026 Red Lighthouse Investment Management, Llc Dec 2025 $279M 91 EDGAR ↗
1/16/2026 Montgomery Investment Management Inc Dec 2025 $278M 96 EDGAR ↗
1/16/2026 Clarus Group, Inc. Dec 2025 $278M 103 EDGAR ↗
1/16/2026 Sims Investment Management, Llc Sep 2025 $276M 42 EDGAR ↗
1/16/2026 Biltmore Wealth Management, LLC Dec 2025 $265M 59 EDGAR ↗
1/16/2026 Applied Capital LLC Dec 2025 $260M 53 EDGAR ↗
1/16/2026 Genesee Capital Advisors, LLC Dec 2025 $248M 129 EDGAR ↗
1/16/2026 StoneCrest Wealth Management, Inc. Dec 2025 $248M — EDGAR ↗
1/16/2026 MRA Advisory Group Dec 2025 $238M 135 EDGAR ↗
1/16/2026 Tenon Financial LLC Dec 2025 $237M 49 EDGAR ↗
1/16/2026 Values Added Financial LLC Dec 2025 $237M — EDGAR ↗
Page 421 of 507  ·  10,136 filings
← Prev 1… 419 420 421 422 423 …507 Next →