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Portfolio (Quarterly) Guide ↗
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Page 444 of 506  ·  10,114 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/12/2026 Ryan Investment Management, Inc. Dec 2025 $181M — EDGAR ↗
1/12/2026 Beacon Financial Strategies CORP Dec 2025 $179M — EDGAR ↗
1/12/2026 Salvus Wealth Management, LLC Dec 2025 $179M — EDGAR ↗
1/12/2026 Orser Capital Management, Llc Dec 2025 $177M — EDGAR ↗
1/12/2026 Optivise Advisory Services LLC Dec 2025 $173M — EDGAR ↗
1/12/2026 Silverberg Bernstein Capital Management LLC Dec 2025 $173M — EDGAR ↗
1/12/2026 Farrell Financial LLC Dec 2025 $170M — EDGAR ↗
1/12/2026 Uhlmann Price Securities, Llc Dec 2025 $169M — EDGAR ↗
1/12/2026 Thompson Davis & Co., Inc. Dec 2025 $167M — EDGAR ↗
1/12/2026 Shotwell Rutter Baer Inc Dec 2025 $167M 39 EDGAR ↗
1/12/2026 Systrade AG Dec 2025 $164M — EDGAR ↗
1/12/2026 Ffg Retirement Advisors Llc Dec 2025 $161M — EDGAR ↗
1/12/2026 Breakthru Advisory Services, Llc Dec 2025 $156M — EDGAR ↗
1/12/2026 Pensionfund PDN Dec 2025 $152M — EDGAR ↗
1/12/2026 M.E. Allison & Co., Inc. Dec 2025 $147M — EDGAR ↗
1/12/2026 Hummer Financial Advisory Services Inc Dec 2025 $142M — EDGAR ↗
1/12/2026 Bulwark Capital Corp Dec 2025 $141M — EDGAR ↗
1/12/2026 Arbor Wealth Advisors LLC Dec 2025 $140M — EDGAR ↗
1/12/2026 Willner & Heller, Llc Dec 2025 $139M — EDGAR ↗
1/12/2026 Hickory Point Bank & Trust Dec 2025 $138M — EDGAR ↗
Page 444 of 506  ·  10,114 filings
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