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Page 476 of 506  ·  10,114 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
11/10/2025 Delta Accumulation, LLC Sep 2025 $1.6B — EDGAR ↗
11/10/2025 Sound View Wealth Advisors Group, LLC Sep 2025 $1.5B — EDGAR ↗
11/10/2025 Lutz Financial Services LLC Sep 2025 $1.4B — EDGAR ↗
11/10/2025 Journey Advisory Group, LLC Sep 2025 $1.4B — EDGAR ↗
11/10/2025 First Heartland Consultants, Inc. Sep 2025 $1.2B — EDGAR ↗
11/10/2025 Private Advisory Group LLC Sep 2025 $1.2B — EDGAR ↗
11/10/2025 China Universal Asset Management Co., Ltd. Sep 2025 $1.2B — EDGAR ↗
11/10/2025 Pekin Hardy Strauss, Inc. Sep 2025 $997M — EDGAR ↗
11/10/2025 D'Orazio & Associates, Inc. Sep 2025 $757M — EDGAR ↗
11/10/2025 Geometric Wealth Advisors Sep 2025 $751M — EDGAR ↗
11/10/2025 Colonial Trust Co / SC Sep 2025 $742M — EDGAR ↗
11/10/2025 Intelligence Driven Advisers, LLC Sep 2025 $721M — EDGAR ↗
11/10/2025 Advisors Preferred, LLC Sep 2025 $677M — EDGAR ↗
11/10/2025 American Money Management, LLC Sep 2025 $599M — EDGAR ↗
11/10/2025 M. Kulyk & Associates, LLC Sep 2025 $492M — EDGAR ↗
11/10/2025 Clark Estates Inc/Ny Sep 2025 $438M — EDGAR ↗
11/10/2025 Wrapmanager Inc Sep 2025 $325M — EDGAR ↗
11/10/2025 Jackson, Grant Investment Advisers, Inc. Sep 2025 $299M — EDGAR ↗
11/10/2025 Adapt Wealth Advisors, Llc Sep 2025 $271M — EDGAR ↗
11/10/2025 Mullooly Asset Management, Inc. Sep 2025 $261M — EDGAR ↗
Page 476 of 506  ·  10,114 filings
← Prev 1… 474 475 476 477 478 …506 Next →