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Portfolio (Quarterly) Guide ↗
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Page 98 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/8/2026 Westview Management dba Westview Investment Advisors Mar 2026 $192M 70 EDGAR ↗
5/8/2026 Junk Investment Group, LLC Mar 2026 $191M 88 EDGAR ↗
5/8/2026 Horizon Family Wealth, Inc. Mar 2026 $189M 128 EDGAR ↗
5/8/2026 Waterfall Asset Management, Llc Mar 2026 $179M 20 EDGAR ↗
5/8/2026 Cetera Trust Company, N.A Mar 2026 $177M 351 EDGAR ↗
5/8/2026 Align Financial, LLC Mar 2026 $176M 373 EDGAR ↗
5/8/2026 English Capital Management Llc Mar 2026 $171M 36 EDGAR ↗
5/8/2026 Cyber Hornet Etfs Llc Mar 2026 $155M 507 EDGAR ↗
5/8/2026 Valley Brook Capital Group, Inc. Mar 2026 $149M 112 EDGAR ↗
5/8/2026 MidAtlantic Capital Management, Inc. Mar 2026 $145M 84 EDGAR ↗
5/8/2026 Vann Equity Management LLC Mar 2026 $140M 158 EDGAR ↗
5/8/2026 Stone Loft Wealth Management Llc Mar 2026 $140M 29 EDGAR ↗
5/8/2026 Atlantic Family Wealth, Llc Mar 2026 $138M 59 EDGAR ↗
5/8/2026 Generation Capital Management LLC Mar 2026 $137M 74 EDGAR ↗
5/8/2026 Camelot Portfolios, LLC Mar 2026 $135M 206 EDGAR ↗
5/8/2026 Reicon Wealth Advisors, Llc Mar 2026 $132M 72 EDGAR ↗
5/8/2026 Pb Investment Partners, L.P. Mar 2026 $127M 10 EDGAR ↗
5/8/2026 Campbell Deegan Wealth Management, LLC Mar 2026 $125M 53 EDGAR ↗
5/8/2026 BG Investment Services, LLC Mar 2026 $120M 48 EDGAR ↗
5/8/2026 Perissos Private Wealth Management, LLC Mar 2026 $115M 72 EDGAR ↗
Page 98 of 507  ·  10,136 filings
← Prev 1… 96 97 98 99 100 …507 Next →