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Portfolio (Quarterly) Guide ↗
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Page 568 of 607  ·  12,131 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/23/2026 Guyasuta Investment Advisors Inc Dec 2025 $1.8B — EDGAR ↗
1/23/2026 Oak Ridge Investments Llc Dec 2025 $1.6B 178 EDGAR ↗
1/23/2026 Smith, Moore & Co. Dec 2025 $1.3B — EDGAR ↗
1/23/2026 Charter Oak Capital Management, LLC Dec 2025 $1.3B 211 EDGAR ↗
1/23/2026 Gemmer Asset Management LLC Dec 2025 $1.3B — EDGAR ↗
1/23/2026 Galvin, Gaustad & Stein, LLC Dec 2025 $1.3B 250 EDGAR ↗
1/23/2026 Webster Bank, N. A. Dec 2025 $1.1B — EDGAR ↗
1/23/2026 Steigerwald, Gordon & Koch Inc. Dec 2025 $1.0B 924 EDGAR ↗
1/23/2026 Parthenon Llc Dec 2025 $927M 131 EDGAR ↗
1/23/2026 Medicxi Ventures Management (Jersey) Ltd Dec 2025 $835M 5 EDGAR ↗
1/23/2026 Live Oak Private Wealth LLC Dec 2025 $734M 198 EDGAR ↗
1/23/2026 Valley National Advisers Inc Dec 2025 $722M 1,023 EDGAR ↗
1/23/2026 Intelligence Driven Advisers, LLC Dec 2025 $700M 138 EDGAR ↗
1/23/2026 Greenup Street Wealth Management Llc Dec 2025 $693M 119 EDGAR ↗
1/23/2026 Patten Group, Inc. Dec 2025 $541M — EDGAR ↗
1/23/2026 Aljian Capital Management, LLC Dec 2025 $502M 121 EDGAR ↗
1/23/2026 Family Investment Center, Inc. Dec 2025 $495M 97 EDGAR ↗
1/23/2026 ABLE Financial Group, LLC Dec 2025 $492M 218 EDGAR ↗
1/23/2026 Clarity Wealth Advisors, LLC Dec 2025 $490M — EDGAR ↗
1/23/2026 Northwest Quadrant Wealth Management, LLC Dec 2025 $484M — EDGAR ↗
Page 568 of 607  ·  12,131 filings
← Prev 1… 566 567 568 569 570 …607 Next →