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Portfolio (Quarterly) Guide ↗
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Page 128 of 507  ·  10,136 filings
Filed Fund / Institution Period Portfolio Value Holdings Filing
4/29/2026 First Interstate Bank Mar 2026 $1.8B 296 EDGAR ↗
4/29/2026 Sather Financial Group Inc Mar 2026 $1.6B 139 EDGAR ↗
4/29/2026 True Link Financial Advisors, LLC Mar 2026 $1.6B 418 EDGAR ↗
4/29/2026 Cahaba Wealth Management, Inc. Mar 2026 $1.5B 154 EDGAR ↗
4/29/2026 Rockwood Wealth Management, LLC Mar 2026 $1.4B 118 EDGAR ↗
4/29/2026 Credit Industriel Et Commercial Mar 2026 $1.3B 349 EDGAR ↗
4/29/2026 Penobscot Investment Management Company, Inc. Mar 2026 $1.3B 311 EDGAR ↗
4/29/2026 United Asset Strategies, Inc. Mar 2026 $1.3B 257 EDGAR ↗
4/29/2026 Jackson Thornton Wealth Management, Llc Mar 2026 $1.1B 555 EDGAR ↗
4/29/2026 Bfsg, Llc Mar 2026 $1.1B 751 EDGAR ↗
4/29/2026 Global Strategic Investment Solutions, LLC Mar 2026 $1.0B 145 EDGAR ↗
4/29/2026 UNICOM Systems, Inc. Mar 2026 $976M 32 EDGAR ↗
4/29/2026 Hartline Investment Corp/ Mar 2026 $909M 112 EDGAR ↗
4/29/2026 Greenwood Capital Associates Llc Mar 2026 $908M 286 EDGAR ↗
4/29/2026 Strid Group, LLC Mar 2026 $807M 85 EDGAR ↗
4/29/2026 Horst & Graben Wealth Management LLC Mar 2026 $729M 195 EDGAR ↗
4/29/2026 Compass Financial Group, INC/SD Mar 2026 $715M 105 EDGAR ↗
4/29/2026 Perryman Financial Advisory Inc /Ad Mar 2026 $667M 175 EDGAR ↗
4/29/2026 Hughes Financial Services, LLC Mar 2026 $651M 1,720 EDGAR ↗
4/29/2026 SilverOak Wealth Management LLC Mar 2026 $632M 121 EDGAR ↗
Page 128 of 507  ·  10,136 filings