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Portfolio (Quarterly) Guide ↗
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Page 119 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/1/2026 Blume Capital Management, Inc. Mar 2026 $588M 337 EDGAR ↗
5/1/2026 Arq Wealth Advisors, Llc Mar 2026 $555M 191 EDGAR ↗
5/1/2026 Legacy Financial Strategies, LLC Mar 2026 $554M 140 EDGAR ↗
5/1/2026 Advisors Management Group Inc /Adv Mar 2026 $549M 158 EDGAR ↗
5/1/2026 Jmac Enterprises Llc Mar 2026 $522M 117 EDGAR ↗
5/1/2026 First Fiduciary Investment Counsel, Inc. Mar 2026 $497M 66 EDGAR ↗
5/1/2026 Avion Wealth Mar 2026 $484M 1,558 EDGAR ↗
5/1/2026 Granite Bay Wealth Management, LLC Mar 2026 $470M 94 EDGAR ↗
5/1/2026 Kraft, Davis & Associates, LLC Mar 2026 $469M 151 EDGAR ↗
5/1/2026 Strategic Investment Solutions, Inc. /IL Mar 2026 $414M 8,494 EDGAR ↗
5/1/2026 Natural Investments, Llc Mar 2026 $405M 288 EDGAR ↗
5/1/2026 Luminvest Wealth Management LLC Mar 2026 $382M 55 EDGAR ↗
5/1/2026 Seaside Wealth Management, Inc. Mar 2026 $356M 65 EDGAR ↗
5/1/2026 Supplemental Annuity Collective Trust of NJ Mar 2026 $355M 297 EDGAR ↗
5/1/2026 Financial Advisory Partners, Llc Mar 2026 $354M 66 EDGAR ↗
5/1/2026 Spider Management Company, LLC Mar 2026 $351M 5 EDGAR ↗
5/1/2026 Global Assets Advisory, LLC Mar 2026 $349M 506 EDGAR ↗
5/1/2026 Osprey Private Wealth LLC Mar 2026 $345M 77 EDGAR ↗
5/1/2026 BCR Wealth Strategies, LLC Mar 2026 $319M 36 EDGAR ↗
5/1/2026 TSA Wealth Managment LLC Mar 2026 $309M 105 EDGAR ↗
Page 119 of 507  ·  10,136 filings
← Prev 1… 117 118 119 120 121 …507 Next →