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Portfolio (Quarterly) Guide ↗
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Page 457 of 506  ·  10,114 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/7/2026 Stonekeep Investments, LLC Dec 2025 $156M 61 EDGAR ↗
1/7/2026 Processus Wealth & Capital Management, LLC Dec 2025 $152M 35 EDGAR ↗
1/7/2026 Winebrenner Capital Management Llc Dec 2025 $150M 138 EDGAR ↗
1/7/2026 Clark & Stuart, Inc Dec 2025 $145M 51 EDGAR ↗
1/7/2026 Bannerman Wealth Management Group, Llc Dec 2025 $141M 33 EDGAR ↗
1/7/2026 Platt Investment Counsel, LLC Dec 2025 $135M 12 EDGAR ↗
1/7/2026 Mfg Wealth Management, Inc. Dec 2025 $128M 61 EDGAR ↗
1/7/2026 American Asset Management Inc. Dec 2025 $118M 35 EDGAR ↗
1/7/2026 Qp Wealth Management, Llc Dec 2025 $113M 105 EDGAR ↗
1/7/2026 Green Alpha Advisors, LLC Dec 2025 $109M 115 EDGAR ↗
1/7/2026 Stonebridge Wealth Management, LLC Dec 2025 $106M 38 EDGAR ↗
1/7/2026 Wisconsin Wealth Advisors, LLC Dec 2025 $102M 85 EDGAR ↗
1/7/2026 Sulzberger Capital Advisors, Inc. Dec 2025 $99M 52 EDGAR ↗
1/7/2026 Crescent Sterling, Ltd. Dec 2025 $98M 78 EDGAR ↗
1/7/2026 CenturyLink Investment Management Co Dec 2025 $97M 1 EDGAR ↗
1/7/2026 Significant Wealth Partners LLC Dec 2025 $90M 70 EDGAR ↗
1/7/2026 Emeth Value Capital, LLC Dec 2025 $81M 4 EDGAR ↗
1/7/2026 Puff Wealth Management, Llc Dec 2025 $77M 70 EDGAR ↗
1/7/2026 Benjamin Joseph Floyd Dba Floyd Capital Management Dec 2025 $51M 1 EDGAR ↗
1/7/2026 Livelsberger Financial Advisory Dec 2025 $1 — EDGAR ↗
Page 457 of 506  ·  10,114 filings
← Prev 1… 455 456 457 458 459 …506 Next →