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Portfolio (Quarterly) Guide ↗
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Page 455 of 506  ·  10,114 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/7/2026 Hilltop National Bank Dec 2025 $414M 1,040 EDGAR ↗
1/7/2026 KFA Private Wealth Group, LLC Dec 2025 $411M 151 EDGAR ↗
1/7/2026 BCGM Wealth Management, LLC Dec 2025 $392M 175 EDGAR ↗
1/7/2026 TrueWealth Advisors, LLC Dec 2025 $386M 241 EDGAR ↗
1/7/2026 Aquire Wealth Advisors, LLC Dec 2025 $385M 49 EDGAR ↗
1/7/2026 Next Level Private LLC Dec 2025 $382M 161 EDGAR ↗
1/7/2026 Sandbox Financial Partners, LLC Dec 2025 $361M 123 EDGAR ↗
1/7/2026 Keystone Financial Planning, Inc. Dec 2025 $345M 44 EDGAR ↗
1/7/2026 Yeomans Consulting Group, Inc. Dec 2025 $341M 113 EDGAR ↗
1/7/2026 Impact Capital Partners LLC Dec 2025 $337M 272 EDGAR ↗
1/7/2026 Brady Family Wealth, Llc Dec 2025 $324M 108 EDGAR ↗
1/7/2026 Private Client Services, Llc Dec 2025 $320M 193 EDGAR ↗
1/7/2026 Norman Fields, Gottscho Capital Management, LLC Dec 2025 $310M 61 EDGAR ↗
1/7/2026 Vigilare Wealth Management Dec 2025 $297M 116 EDGAR ↗
1/7/2026 Tounjian Advisory Partners, Llc Dec 2025 $295M 150 EDGAR ↗
1/7/2026 Aventura Private Wealth, LLC Dec 2025 $278M 859 EDGAR ↗
1/7/2026 Holistic Financial Partners Dec 2025 $276M 136 EDGAR ↗
1/7/2026 Aventura Private Wealth, LLC Sep 2025 $271M 808 EDGAR ↗
1/7/2026 Everpar Advisors Llc Dec 2025 $270M 268 EDGAR ↗
1/7/2026 AAFMAA Wealth Management & Trust LLC Dec 2025 $255M 122 EDGAR ↗
Page 455 of 506  ·  10,114 filings
← Prev 1… 453 454 455 456 457 …506 Next →