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Portfolio (Quarterly) Guide ↗
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Page 131 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/29/2026 R Squared Ltd Mar 2026 $182M 477 EDGAR ↗
4/29/2026 Taylor Frigon Capital Management LLC Mar 2026 $176M 93 EDGAR ↗
4/29/2026 Golden Road Advisors Llc Mar 2026 $174M 53 EDGAR ↗
4/29/2026 Silver Oak Wealth Advisors Services, Llc Mar 2026 $154M 39 EDGAR ↗
4/29/2026 Sagace Wealth Management LLC Mar 2026 $149M 75 EDGAR ↗
4/29/2026 Clearwave Capital, LLC Mar 2026 $146M 146 EDGAR ↗
4/29/2026 Impact Investors, Inc Mar 2026 $144M 174 EDGAR ↗
4/29/2026 11.2 Capital Management, LLC Mar 2026 $143M 1 EDGAR ↗
4/29/2026 Opulen Financial Group LLC Mar 2026 $142M 115 EDGAR ↗
4/29/2026 Sunrise Financial Services, LLC Mar 2026 $141M 622 EDGAR ↗
4/29/2026 Northwest Wealth Advisors, LLC Mar 2026 $140M 64 EDGAR ↗
4/29/2026 Centerpoint Advisory Group Mar 2026 $133M 108 EDGAR ↗
4/29/2026 Clear Point Advisors Inc. Mar 2026 $129M 75 EDGAR ↗
4/29/2026 Broussard Financial Group LLC Mar 2026 $125M 29 EDGAR ↗
4/29/2026 AG Asset Advisory, LLC Mar 2026 $121M 25 EDGAR ↗
4/29/2026 Odyssey Capital Advisors, Inc. Mar 2026 $112M 97 EDGAR ↗
4/29/2026 Frankly Finances, LLC Mar 2026 $110M 64 EDGAR ↗
4/29/2026 KDK Private Wealth Management, LLC Mar 2026 $109M 60 EDGAR ↗
4/29/2026 LTS Liquid Investments LLC Mar 2026 $107M 7 EDGAR ↗
4/29/2026 Frankly Finances, LLC Dec 2025 $105M 63 EDGAR ↗
Page 131 of 507  ·  10,136 filings
← Prev 1… 129 130 131 132 133 …507 Next →