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Portfolio (Quarterly) Guide ↗
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Page 589 of 607  ·  12,132 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/7/2026 Gilbert & Cook, Inc. Dec 2025 $796M 220 EDGAR ↗
1/7/2026 Capital Advantage, Inc. Dec 2025 $741M 149 EDGAR ↗
1/7/2026 Wilsey Asset Management Inc Dec 2025 $644M 29 EDGAR ↗
1/7/2026 Boston Standard Wealth Management, LLC Dec 2025 $606M 51 EDGAR ↗
1/7/2026 Marotta Asset Management Dec 2025 $540M 102 EDGAR ↗
1/7/2026 Lynch & Associates/In Dec 2025 $529M 124 EDGAR ↗
1/7/2026 Permanent Capital Management, LP Dec 2025 $513M 157 EDGAR ↗
1/7/2026 Parisi Gray Wealth Management Dec 2025 $440M 135 EDGAR ↗
1/7/2026 BCGM Wealth Management, LLC Dec 2025 $392M 175 EDGAR ↗
1/7/2026 Aquire Wealth Advisors, LLC Dec 2025 $385M 49 EDGAR ↗
1/7/2026 Sandbox Financial Partners, LLC Dec 2025 $361M 123 EDGAR ↗
1/7/2026 Yeomans Consulting Group, Inc. Dec 2025 $341M 113 EDGAR ↗
1/7/2026 Brady Family Wealth, Llc Dec 2025 $324M 108 EDGAR ↗
1/7/2026 Aventura Private Wealth, LLC Dec 2025 $278M 859 EDGAR ↗
1/7/2026 AAFMAA Wealth Management & Trust LLC Dec 2025 $255M 122 EDGAR ↗
1/7/2026 New England Research & Management, Inc. Dec 2025 $229M 144 EDGAR ↗
1/7/2026 Lakeridge Wealth Management LLC Dec 2025 $220M 156 EDGAR ↗
1/7/2026 Corsicana & Co. Dec 2025 $178M 259 EDGAR ↗
1/7/2026 DecisionMap Wealth Management, LLC Dec 2025 $162M 134 EDGAR ↗
1/7/2026 Sterling Manor Financial, LLC Dec 2025 $160M 35 EDGAR ↗
Page 589 of 607  ·  12,132 filings
← Prev 1… 587 588 589 590 591 …607 Next →