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Portfolio (Quarterly) Guide ↗
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Page 113 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/4/2026 Retirement Income Solutions, Inc Mar 2026 $585M 173 EDGAR ↗
5/4/2026 RAM Investment Partners, LLC Mar 2026 $569M 121 EDGAR ↗
5/4/2026 Foresight Group Ltd Liability Partnership Mar 2026 $566M 59 EDGAR ↗
5/4/2026 Sterling Investment Advisors, Ltd. Mar 2026 $552M 215 EDGAR ↗
5/4/2026 Uptick Partners, Llc Mar 2026 $502M 339 EDGAR ↗
5/4/2026 Hourglass Capital, Llc Mar 2026 $480M 130 EDGAR ↗
5/4/2026 Archer Investment Corp Mar 2026 $469M 1,248 EDGAR ↗
5/4/2026 Canal Insurance CO Mar 2026 $465M 76 EDGAR ↗
5/4/2026 Paradiem, LLC Mar 2026 $454M 70 EDGAR ↗
5/4/2026 Summit Wealth Group, LLC Mar 2026 $436M 126 EDGAR ↗
5/4/2026 Wealthspring Capital LLC Mar 2026 $421M 195 EDGAR ↗
5/4/2026 Syverson Strege & Co Mar 2026 $416M 169 EDGAR ↗
5/4/2026 Henderson Brothers Financial Partners, LLC Mar 2026 $395M 105 EDGAR ↗
5/4/2026 Ruedi Wealth Management, Inc. Mar 2026 $388M 58 EDGAR ↗
5/4/2026 Marks Wealth, LLC Mar 2026 $380M 12 EDGAR ↗
5/4/2026 Global View Capital Management LLC Mar 2026 $377M 137 EDGAR ↗
5/4/2026 Paragon Advisors, LLC Mar 2026 $371M 76 EDGAR ↗
5/4/2026 Roberts Glore & Co Inc /Il/ Mar 2026 $364M 216 EDGAR ↗
5/4/2026 Consilio Wealth Advisors, Llc Mar 2026 $342M 101 EDGAR ↗
5/4/2026 Concentrum Wealth Management Mar 2026 $339M 111 EDGAR ↗
Page 113 of 507  ·  10,136 filings
← Prev 1… 111 112 113 114 115 …507 Next →