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Portfolio (Quarterly) Guide ↗
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Page 136 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/28/2026 W.H. Cornerstone Investments Inc. Mar 2026 $160M 129 EDGAR ↗
4/28/2026 Interactive Financial Advisors, Inc. Mar 2026 $153M 78 EDGAR ↗
4/28/2026 Ariose Capital Management Ltd Mar 2026 $149M 15 EDGAR ↗
4/28/2026 Jacksonville Wealth Management, LLC Mar 2026 $148M 68 EDGAR ↗
4/28/2026 Antonelli Financial Advisors, LLC Mar 2026 $145M 52 EDGAR ↗
4/28/2026 Northern Financial Advisors Inc Mar 2026 $137M 105 EDGAR ↗
4/28/2026 Brickwood Asset Management LLP Mar 2026 $133M 10 EDGAR ↗
4/28/2026 Intrinsic Value Partners, LLC Mar 2026 $130M 69 EDGAR ↗
4/28/2026 Split Rock Private Trading & Wealth Management, LLC Mar 2026 $129M 46 EDGAR ↗
4/28/2026 Clear Retirement Advice LLC Mar 2026 $127M 54 EDGAR ↗
4/28/2026 Farnam Financial LLC Mar 2026 $122M 49 EDGAR ↗
4/28/2026 Paller Financial Services Inc Mar 2026 $121M 43 EDGAR ↗
4/28/2026 Topor & Co. Korea Mar 2026 $118M 18 EDGAR ↗
4/28/2026 Journey Beyond Wealth, LLC Mar 2026 $116M 29 EDGAR ↗
4/28/2026 Investment Advisory Services Group LLC Mar 2026 $115M 29 EDGAR ↗
4/28/2026 Powerhouse Assets LLC Mar 2026 $115M 55 EDGAR ↗
4/28/2026 Bolthouse Investments, LLC Mar 2026 $111M 70 EDGAR ↗
4/28/2026 Grange Capital, LLC Mar 2026 $100M 46 EDGAR ↗
4/28/2026 ORBA Wealth Advisors, L.L.C. Mar 2026 $84M 65 EDGAR ↗
4/28/2026 Wellment Financial Mar 2026 $81M 38 EDGAR ↗
Page 136 of 507  ·  10,135 filings
← Prev 1… 134 135 136 137 138 …507 Next →