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Portfolio (Quarterly) Guide ↗
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Page 114 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/4/2026 Prodigy Asset Management LLC Mar 2026 $300M 28 EDGAR ↗
5/4/2026 Keeler & Nadler Financial Planning & Wealth Management Mar 2026 $295M 82 EDGAR ↗
5/4/2026 Barrett & Company, Inc. Mar 2026 $291M 652 EDGAR ↗
5/4/2026 1 North Wealth Services Llc Mar 2026 $277M 270 EDGAR ↗
5/4/2026 Autumn Glory Partners, LLC Mar 2026 $272M 329 EDGAR ↗
5/4/2026 Inlight Wealth Management, LLC Mar 2026 $270M 50 EDGAR ↗
5/4/2026 Toews Corp /Adv Mar 2026 $259M 6 EDGAR ↗
5/4/2026 TrustBank Mar 2026 $258M 154 EDGAR ↗
5/4/2026 Essex Woodlands Management, Inc. Mar 2026 $251M 5 EDGAR ↗
5/4/2026 Ghe, Llc Mar 2026 $241M 55 EDGAR ↗
5/4/2026 DMKC Advisory Services, LLC Mar 2026 $240M 84 EDGAR ↗
5/4/2026 Mendel Money Management Mar 2026 $239M 137 EDGAR ↗
5/4/2026 Abound Financial, Llc Mar 2026 $229M 283 EDGAR ↗
5/4/2026 Worth Financial Advisory Group, LLC Mar 2026 $229M 50 EDGAR ↗
5/4/2026 V2 Financial group LLC Mar 2026 $215M 108 EDGAR ↗
5/4/2026 One Wealth Map LLC Mar 2026 $213M 103 EDGAR ↗
5/4/2026 MTC Wealth Management LLC Mar 2026 $211M 13 EDGAR ↗
5/4/2026 Fpc Investment Advisory, Inc. Mar 2026 $201M 34 EDGAR ↗
5/4/2026 Mission Hills Financial Advisory, LLC Mar 2026 $195M 54 EDGAR ↗
5/4/2026 Pettee Investors, Inc. Mar 2026 $194M 115 EDGAR ↗
Page 114 of 507  ·  10,136 filings
← Prev 1… 112 113 114 115 116 …507 Next →