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Portfolio (Quarterly) Guide ↗
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Page 499 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
10/20/2025 GPM Growth Investors, Inc. Sep 2025 $260M — EDGAR ↗
10/20/2025 OMNI 360 Wealth, Inc. Sep 2025 $178M — EDGAR ↗
10/20/2025 Meridian Financial Advisors, LLC Sep 2025 $178M — EDGAR ↗
10/20/2025 Prentiss Smith & Co Inc Sep 2025 $177M — EDGAR ↗
10/20/2025 Bravias Capital Group, LLC Sep 2025 $150M — EDGAR ↗
10/20/2025 Strategic Value Bank Partners Llc Sep 2025 $141M — EDGAR ↗
10/20/2025 Wells Financial Advisors INC Sep 2025 $75M — EDGAR ↗
10/17/2025 Sowell Financial Services LLC Sep 2025 $2.6B — EDGAR ↗
10/17/2025 Oak Harvest Investment Services Sep 2025 $857M — EDGAR ↗
10/17/2025 Medicxi Ventures Management (Jersey) Ltd Sep 2025 $744M — EDGAR ↗
10/17/2025 Live Oak Private Wealth LLC Sep 2025 $718M — EDGAR ↗
10/17/2025 Permanent Capital Management, LP Sep 2025 $535M — EDGAR ↗
10/17/2025 Valicenti Advisory Services Inc Sep 2025 $466M — EDGAR ↗
10/17/2025 Peddock Capital Advisors, Llc Sep 2025 $464M — EDGAR ↗
10/17/2025 Matthews International Capital Management Llc Sep 2025 $429M — EDGAR ↗
10/17/2025 Parisi Gray Wealth Management Sep 2025 $384M — EDGAR ↗
10/17/2025 BankPlus Trust Department Sep 2025 $374M — EDGAR ↗
10/17/2025 Westend Capital Management, LLC Sep 2025 $343M — EDGAR ↗
10/17/2025 Srh Advisors, Llc Sep 2025 $343M — EDGAR ↗
10/17/2025 Indiana Trust & Investment Management Co Sep 2025 $329M — EDGAR ↗
Page 499 of 507  ·  10,136 filings
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