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Portfolio (Quarterly) Guide ↗
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Page 451 of 506  ·  10,114 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/8/2026 True Wealth Design, LLC Dec 2025 $341M 2,556 EDGAR ↗
1/8/2026 Genesis Private Wealth, Llc Dec 2025 $322M 180 EDGAR ↗
1/8/2026 Elmwood Wealth Management, Inc. Dec 2025 $317M 174 EDGAR ↗
1/8/2026 Bennett Selby Investments Lp Dec 2025 $311M 83 EDGAR ↗
1/8/2026 Adirondack Trust Co Dec 2025 $304M 624 EDGAR ↗
1/8/2026 MKT Advisors LLC Dec 2025 $293M 163 EDGAR ↗
1/8/2026 Hutchens & Kramer Investment Management Group, LLC Dec 2025 $290M 177 EDGAR ↗
1/8/2026 Centerline Wealth Advisors, LLC Dec 2025 $276M 60 EDGAR ↗
1/8/2026 Agate Pass Investment Management, LLC Dec 2025 $269M 106 EDGAR ↗
1/8/2026 Firethorn Wealth Partners, Llc Dec 2025 $267M 190 EDGAR ↗
1/8/2026 Choice Wealth Advisors, LLC Dec 2025 $253M 33 EDGAR ↗
1/8/2026 Traveka Wealth, LLC Dec 2025 $246M 188 EDGAR ↗
1/8/2026 Bayshore Asset Management, Llc Dec 2025 $245M 42 EDGAR ↗
1/8/2026 Threadgill Financial, Llc Dec 2025 $243M 55 EDGAR ↗
1/8/2026 Norway Savings Bank Dec 2025 $216M 177 EDGAR ↗
1/8/2026 Sprinkle Financial Consultants LLC Dec 2025 $197M 88 EDGAR ↗
1/8/2026 Kearns & Associates LLC Dec 2025 $194M 40 EDGAR ↗
1/8/2026 Sard Wealth Management Group, Llc Dec 2025 $182M 58 EDGAR ↗
1/8/2026 Kure Advisory, LLC Dec 2025 $179M 56 EDGAR ↗
1/8/2026 Aurora Investment Managers, LLC. Dec 2025 $176M 45 EDGAR ↗
Page 451 of 506  ·  10,114 filings
← Prev 1… 449 450 451 452 453 …506 Next →