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Portfolio (Quarterly) Guide ↗
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Page 83 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/12/2026 Wisconsin Capital Management Llc Mar 2026 $182M 51 EDGAR ↗
5/12/2026 Hager Investment Management Services, Llc Mar 2026 $182M 329 EDGAR ↗
5/12/2026 Cornerstone Wealth Partners, LLC Mar 2026 $176M 19 EDGAR ↗
5/12/2026 Providence Financial Advisors, LLC Mar 2026 $175M 59 EDGAR ↗
5/12/2026 Arbiter Partners Capital Management LLC Mar 2026 $175M 45 EDGAR ↗
5/12/2026 Advanced Micro Devices Inc Mar 2026 $174M 4 EDGAR ↗
5/12/2026 Innovative Asset Advisors Group, LLC Mar 2026 $173M 1,040 EDGAR ↗
5/12/2026 Disciplined Investors, L.L.C. Mar 2026 $168M 139 EDGAR ↗
5/12/2026 Marin Bay Wealth Advisors, LLC Mar 2026 $166M 127 EDGAR ↗
5/12/2026 Bitterroot Capital Advisors Llc Mar 2026 $165M 60 EDGAR ↗
5/12/2026 Millennium Capital Advisors, LLC Mar 2026 $162M 133 EDGAR ↗
5/12/2026 Guerra Pan Advisors, Llc Mar 2026 $162M 121 EDGAR ↗
5/12/2026 Up Strategic Wealth Investment Advisors Llc Mar 2026 $159M 98 EDGAR ↗
5/12/2026 Oppenheimer & Close, LLC Mar 2026 $159M 56 EDGAR ↗
5/12/2026 LeConte Wealth Management, LLC Mar 2026 $155M 152 EDGAR ↗
5/12/2026 Millbank Dartmoor Portsmouth Llc Mar 2026 $154M 2 EDGAR ↗
5/12/2026 Charter Research & Investment Group, Inc. Mar 2026 $150M 86 EDGAR ↗
5/12/2026 Clark Wealth Partners Mar 2026 $149M 604 EDGAR ↗
5/12/2026 Crestwood Capital Management, L.P. Mar 2026 $146M 15 EDGAR ↗
5/12/2026 Entrust Financial Llc Mar 2026 $143M 457 EDGAR ↗
Page 83 of 507  ·  10,136 filings
← Prev 1… 81 82 83 84 85 …507 Next →