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Portfolio (Quarterly) Guide ↗
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Page 435 of 507  ·  10,121 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/14/2026 BCO Wealth Management LLC Dec 2025 $163M — EDGAR ↗
1/14/2026 Cox Capital Mgt LLC Dec 2025 $161M — EDGAR ↗
1/14/2026 Flywheel Private Wealth LLC Dec 2025 $160M — EDGAR ↗
1/14/2026 International Private Wealth Advisors LLC Dec 2025 $159M — EDGAR ↗
1/14/2026 A. D. Beadell Investment Counsel, Inc. Dec 2025 $154M — EDGAR ↗
1/14/2026 Terra Nova Asset Management LLC Dec 2025 $152M — EDGAR ↗
1/14/2026 Petros Family Wealth, LLC Dec 2025 $150M — EDGAR ↗
1/14/2026 CPR Investments Inc. Dec 2025 $149M — EDGAR ↗
1/14/2026 Wincap Financial Llc Dec 2025 $146M — EDGAR ↗
1/14/2026 Cottonwood Capital Advisors, Llc Dec 2025 $140M — EDGAR ↗
1/14/2026 R.H. Dinel Investment Counsel, Inc. Dec 2025 $136M — EDGAR ↗
1/14/2026 Cushing Capital Partners, LLC Dec 2025 $135M — EDGAR ↗
1/14/2026 Camelot Technology Advisors, Inc. Dec 2025 $135M — EDGAR ↗
1/14/2026 Aventus Investment Advisors, Inc. Dec 2025 $123M — EDGAR ↗
1/14/2026 Legacy Solutions, Llc Dec 2025 $114M — EDGAR ↗
1/14/2026 Sjbenen Advisory, Llc Dec 2025 $107M — EDGAR ↗
1/14/2026 Q Fund Management (Hong Kong) Ltd Dec 2025 $107M — EDGAR ↗
1/14/2026 CIBRA Capital Ltd Dec 2025 $58M — EDGAR ↗
1/13/2026 Fort Washington Investment Advisors Inc /Oh/ Dec 2025 $18.8B 457 EDGAR ↗
1/13/2026 Sanctuary Advisors, LLC Sep 2025 $17.4B 2,423 EDGAR ↗
Page 435 of 507  ·  10,121 filings
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