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Portfolio (Quarterly) Guide ↗
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Page 140 of 507  ·  10,135 filings
← Prev 1… 138 139 140 141 142 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
4/27/2026 Hi-Line Capital Management, LLC Mar 2026 $318M 32 EDGAR ↗
4/27/2026 Whitegate Investment Counselors, Inc. Mar 2026 $315M 68 EDGAR ↗
4/27/2026 USAdvisors Wealth Management, LLC Mar 2026 $301M 137 EDGAR ↗
4/27/2026 HS Management Partners, LLC Mar 2026 $286M 24 EDGAR ↗
4/27/2026 Arcadia Wealth Management, LLC Mar 2026 $276M 67 EDGAR ↗
4/27/2026 Southern Michigan Bank & Trust Mar 2026 $261M 424 EDGAR ↗
4/27/2026 Cumberland Advisors Inc Mar 2026 $255M 48 EDGAR ↗
4/27/2026 Meramec Financial Planners, LLC Mar 2026 $252M 551 EDGAR ↗
4/27/2026 Investors Asset Management Of Georgia Inc /Ga/ /Adv Mar 2026 $244M 182 EDGAR ↗
4/27/2026 Burford Brothers, Inc. Mar 2026 $244M 172 EDGAR ↗
4/27/2026 Elemental Capital Partners LLC Mar 2026 $235M 12 EDGAR ↗
4/27/2026 Client First Capital LLC Mar 2026 $231M 28 EDGAR ↗
4/27/2026 IRON Financial LLC Mar 2026 $229M 217 EDGAR ↗
4/27/2026 MKA Charitable Fund Mar 2026 $224M 1 EDGAR ↗
4/27/2026 Mosley Wealth Management Mar 2026 $221M 466 EDGAR ↗
4/27/2026 Transcendent Capital Group LLC Mar 2026 $219M 112 EDGAR ↗
4/27/2026 MOR Wealth Management, LLC Mar 2026 $218M 103 EDGAR ↗
4/27/2026 Pachira Investments Inc. Mar 2026 $214M 72 EDGAR ↗
4/27/2026 Fsa Wealth Partners, Inc. Mar 2026 $210M 79 EDGAR ↗
4/27/2026 Trademark Financial Management, LLC Mar 2026 $204M 102 EDGAR ↗
Page 140 of 507  ·  10,135 filings
← Prev 1… 138 139 140 141 142 …507 Next →