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Portfolio (Quarterly) Guide ↗
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Page 494 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
10/24/2025 FengHe Fund Management Pte. Ltd. Sep 2025 $1.1B — EDGAR ↗
10/24/2025 Alley Investment Management Company, LLC Sep 2025 $861M — EDGAR ↗
10/24/2025 Culbertson A N & Co Inc Sep 2025 $707M — EDGAR ↗
10/24/2025 Marquette Asset Management, LLC Sep 2025 $653M — EDGAR ↗
10/24/2025 Deltec Asset Management Llc Sep 2025 $606M — EDGAR ↗
10/24/2025 Austin Asset Management Co Inc Sep 2025 $548M — EDGAR ↗
10/24/2025 Freedom Day Solutions, LLC Sep 2025 $368M — EDGAR ↗
10/24/2025 Independence Financial Advisors, LLC Sep 2025 $328M — EDGAR ↗
10/24/2025 Madden Securities Corp Sep 2025 $327M — EDGAR ↗
10/24/2025 Fairfield Financial Advisors, LTD Sep 2025 $297M — EDGAR ↗
10/24/2025 Sachetta, LLC Sep 2025 $269M — EDGAR ↗
10/24/2025 Trueblood Wealth Management, LLC Sep 2025 $256M — EDGAR ↗
10/24/2025 Maltin Wealth Management, Inc. Sep 2025 $241M — EDGAR ↗
10/24/2025 Hidden Cove Wealth Management, LLC Sep 2025 $151M — EDGAR ↗
10/24/2025 Cannon Advisors, Inc. Sep 2025 $149M — EDGAR ↗
10/24/2025 Elevate Wealth Advisory, Inc Sep 2025 $138M — EDGAR ↗
10/24/2025 Life Planning Partners, Inc Sep 2025 $137M — EDGAR ↗
10/24/2025 Williams Financial, LLC Sep 2025 $97M — EDGAR ↗
10/24/2025 Wise Wealth Partners Sep 2025 $66M — EDGAR ↗
10/23/2025 Benjamin Edwards Inc Sep 2025 $8.8B — EDGAR ↗
Page 494 of 507  ·  10,136 filings
← Prev 1… 492 493 494 495 496 …507 Next →