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Portfolio (Quarterly) Guide ↗
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Page 434 of 507  ·  10,131 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/14/2026 DLK Investment Management, LLC Dec 2025 $269M — EDGAR ↗
1/14/2026 Fluent Financial, LLC Dec 2025 $262M — EDGAR ↗
1/14/2026 InvesTrust Dec 2025 $259M — EDGAR ↗
1/14/2026 Quad-Cities Investment Group, LLC Dec 2025 $242M — EDGAR ↗
1/14/2026 Clarus Wealth Advisors Dec 2025 $241M — EDGAR ↗
1/14/2026 Mitchell & Pahl Private Wealth, Llc Dec 2025 $241M — EDGAR ↗
1/14/2026 Onyx Financial Advisors, LLC Dec 2025 $236M — EDGAR ↗
1/14/2026 Worth Asset Management, LLC Dec 2025 $236M — EDGAR ↗
1/14/2026 Catalyst Private Wealth, Llc Dec 2025 $229M — EDGAR ↗
1/14/2026 Chris Bulman Inc Dec 2025 $226M — EDGAR ↗
1/14/2026 Ironwood Wealth Management, Inc. Dec 2025 $223M — EDGAR ↗
1/14/2026 Sander Capital Advisors Inc Dec 2025 $210M — EDGAR ↗
1/14/2026 Point Windward Advisors Inc. Dec 2025 $209M — EDGAR ↗
1/14/2026 Meritas Wealth Management, LLC Dec 2025 $208M — EDGAR ↗
1/14/2026 Sterling Investment Advisors Llc /Adv Dec 2025 $207M — EDGAR ↗
1/14/2026 Baugh & Associates, LLC Dec 2025 $203M — EDGAR ↗
1/14/2026 Allodium Investment Consultants, LLC Dec 2025 $197M — EDGAR ↗
1/14/2026 Enterprise Financial Services Corp Dec 2025 $197M — EDGAR ↗
1/14/2026 True Vision MN LLC Dec 2025 $197M — EDGAR ↗
1/14/2026 Smith Thornton Advisors LLC Dec 2025 $197M — EDGAR ↗
Page 434 of 507  ·  10,131 filings
← Prev 1… 432 433 434 435 436 …507 Next →