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Portfolio (Quarterly) Guide ↗
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Page 109 of 507  ·  10,137 filings
← Prev 1… 107 108 109 110 111 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/5/2026 Legacy Financial Independent Advisors Llc Mar 2026 $192M 113 EDGAR ↗
5/5/2026 GuidedMoney, LLC Mar 2026 $190M 29 EDGAR ↗
5/5/2026 Western Standard LLC Mar 2026 $190M 23 EDGAR ↗
5/5/2026 Pacific Wealth Management Mar 2026 $186M 20 EDGAR ↗
5/5/2026 Robinson Value Management, Ltd. Mar 2026 $180M 73 EDGAR ↗
5/5/2026 Nolet Wealth Management, LLC Mar 2026 $176M 152 EDGAR ↗
5/5/2026 Gentry Private Wealth, Llc Mar 2026 $166M 98 EDGAR ↗
5/5/2026 Martin Capital Advisors, LLP Mar 2026 $158M 73 EDGAR ↗
5/5/2026 Seros Financial, LLC Mar 2026 $157M 58 EDGAR ↗
5/5/2026 Zeit Capital LLC Mar 2026 $149M 53 EDGAR ↗
5/5/2026 HC Advisors, LLC Mar 2026 $149M 60 EDGAR ↗
5/5/2026 Cannon Wealth Management Services, LLC Mar 2026 $148M 85 EDGAR ↗
5/5/2026 Sky-Mountain Capital Management, Inc. Mar 2026 $139M 37 EDGAR ↗
5/5/2026 Oder Investment Management, LLC Mar 2026 $130M 102 EDGAR ↗
5/5/2026 M3 Wealth Management, LLC Mar 2026 $130M 35 EDGAR ↗
5/5/2026 Midwestern Financial, LLC /IA Mar 2026 $127M 54 EDGAR ↗
5/5/2026 Luts & Greenleigh Group, Inc. Mar 2026 $126M 89 EDGAR ↗
5/5/2026 Coquina Private Wealth LLC Mar 2026 $124M 96 EDGAR ↗
5/5/2026 M3 Wealth Management, LLC Dec 2025 $123M 31 EDGAR ↗
5/5/2026 Prairieview Wealth Partners, Llc Mar 2026 $122M 30 EDGAR ↗
Page 109 of 507  ·  10,137 filings
← Prev 1… 107 108 109 110 111 …507 Next →