BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗
|
Page 130 of 507  ·  10,136 filings
← Prev 1… 128 129 130 131 132 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
4/29/2026 Walker Financial Services, Inc. Mar 2026 $292M 43 EDGAR ↗
4/29/2026 David Kennon Inc Mar 2026 $279M 41 EDGAR ↗
4/29/2026 Armor Investment Advisors, LLC Mar 2026 $278M 160 EDGAR ↗
4/29/2026 Family Capital Trust Co Mar 2026 $276M 89 EDGAR ↗
4/29/2026 Houlihan Financial Resource Group, Ltd. Mar 2026 $257M 109 EDGAR ↗
4/29/2026 Carnegie Lake Advisors LLC Mar 2026 $252M 167 EDGAR ↗
4/29/2026 Hubbell Strickland Wealth Management, LLC Mar 2026 $251M 83 EDGAR ↗
4/29/2026 American Capital Advisory, LLC Mar 2026 $248M 1,140 EDGAR ↗
4/29/2026 Evergreen Private Wealth LLC Mar 2026 $247M 87 EDGAR ↗
4/29/2026 Mine & Arao Wealth Creation & Management, LLC. Mar 2026 $238M 75 EDGAR ↗
4/29/2026 Raelipskie Partnership Mar 2026 $236M 119 EDGAR ↗
4/29/2026 Cambridge Capital Management, Llc Mar 2026 $232M 44 EDGAR ↗
4/29/2026 Arbor Trust Wealth Advisors, Llc Mar 2026 $228M 90 EDGAR ↗
4/29/2026 Patron Partners, Llc Mar 2026 $226M 185 EDGAR ↗
4/29/2026 Unison Asset Management LLC Mar 2026 $219M 32 EDGAR ↗
4/29/2026 Cairn Investment Group, Inc. Mar 2026 $201M 63 EDGAR ↗
4/29/2026 Eads & Heald Wealth Management Mar 2026 $201M 140 EDGAR ↗
4/29/2026 Dilation Capital Management LP Mar 2026 $199M 20 EDGAR ↗
4/29/2026 W Advisors, Llc Mar 2026 $195M 237 EDGAR ↗
4/29/2026 Downshift Financial, LLC Mar 2026 $193M 77 EDGAR ↗
Page 130 of 507  ·  10,136 filings
← Prev 1… 128 129 130 131 132 …507 Next →