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Portfolio (Quarterly) Guide ↗
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Page 129 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/29/2026 Richmond Investment Services, LLC Mar 2026 $619M 255 EDGAR ↗
4/29/2026 Opes Wealth Management LLC Mar 2026 $609M 146 EDGAR ↗
4/29/2026 SeaBridge Investment Advisors LLC Mar 2026 $591M 188 EDGAR ↗
4/29/2026 Marino, Stram & Associates Llc Mar 2026 $557M 185 EDGAR ↗
4/29/2026 Proactive Wealth Strategies LLC Mar 2026 $532M 210 EDGAR ↗
4/29/2026 Duncker Streett & Co Inc Mar 2026 $526M 535 EDGAR ↗
4/29/2026 Harbour Capital Advisors, LLC Mar 2026 $525M 280 EDGAR ↗
4/29/2026 Wendel SE Mar 2026 $518M 1 EDGAR ↗
4/29/2026 WealthPLAN Partners, LLC Mar 2026 $518M 275 EDGAR ↗
4/29/2026 Journey Retirement Planning & Investment Management Llc Dec 2025 $487M 487 EDGAR ↗
4/29/2026 Aljian Capital Management, LLC Mar 2026 $487M 131 EDGAR ↗
4/29/2026 Am Investment Strategies Llc Mar 2026 $455M 111 EDGAR ↗
4/29/2026 Oldfield Partners LLP Mar 2026 $393M 18 EDGAR ↗
4/29/2026 Landmark Wealth Management, LLC Mar 2026 $373M 148 EDGAR ↗
4/29/2026 Farmers & Merchants Trust Co of Chambersburg PA Mar 2026 $367M 335 EDGAR ↗
4/29/2026 Cordoba Advisory Partners LLC Mar 2026 $362M 118 EDGAR ↗
4/29/2026 Tilson Financial Group, Inc. Mar 2026 $333M 79 EDGAR ↗
4/29/2026 Bank Of Stockton Mar 2026 $323M 144 EDGAR ↗
4/29/2026 Financial Life Advisors Mar 2026 $321M 52 EDGAR ↗
4/29/2026 Kaydan Wealth Management, Inc. Mar 2026 $299M 109 EDGAR ↗
Page 129 of 507  ·  10,136 filings
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