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Portfolio (Quarterly) Guide ↗
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Page 572 of 607  ·  12,131 filings
← Prev 1… 570 571 572 573 574 …607 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/22/2026 Mh & Associates Securities Management Corp /Adv Dec 2025 $122M — EDGAR ↗
1/22/2026 Garrison Bradford & Associates Inc Dec 2025 $92M — EDGAR ↗
1/22/2026 LDR Capital Management LLC Dec 2025 $72M — EDGAR ↗
1/21/2026 Prime Capital Investment Advisors, LLC Dec 2025 $8.2B 1,044 EDGAR ↗
1/21/2026 Stock Yards Bank & Trust Co Dec 2025 $3.3B — EDGAR ↗
1/21/2026 Metropolis Capital Ltd Dec 2025 $3.1B 15 EDGAR ↗
1/21/2026 BIP Wealth, LLC Dec 2025 $2.8B 456 EDGAR ↗
1/21/2026 Sowell Financial Services LLC Dec 2025 $2.7B 1,106 EDGAR ↗
1/21/2026 Flagship Harbor Advisors, Llc Dec 2025 $2.1B 2,281 EDGAR ↗
1/21/2026 Aaron Wealth Advisors LLC Dec 2025 $1.8B — EDGAR ↗
1/21/2026 Franklin Street Advisors Inc /Nc Dec 2025 $1.8B 173 EDGAR ↗
1/21/2026 Efficient Advisors, LLC Dec 2025 $1.7B 58 EDGAR ↗
1/21/2026 Leo Wealth, LLC Dec 2025 $1.4B 419 EDGAR ↗
1/21/2026 MBL Wealth, LLC Dec 2025 $1.2B 332 EDGAR ↗
1/21/2026 Winthrop Advisory Group LLC Dec 2025 $1.2B 275 EDGAR ↗
1/21/2026 Ledyard National Bank Dec 2025 $1.2B 334 EDGAR ↗
1/21/2026 Capital Advisors, Ltd. LLC Dec 2025 $887M — EDGAR ↗
1/21/2026 SJS Investment Consulting Inc. Dec 2025 $790M 2,890 EDGAR ↗
1/21/2026 Hunter Associates Investment Management Llc Dec 2025 $748M — EDGAR ↗
1/21/2026 Culbertson A N & Co Inc Dec 2025 $729M 128 EDGAR ↗
Page 572 of 607  ·  12,131 filings
← Prev 1… 570 571 572 573 574 …607 Next →