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Portfolio (Quarterly) Guide ↗
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Page 148 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/23/2026 QV Investors Inc. Mar 2026 $1.2B 65 EDGAR ↗
4/23/2026 Dupont Capital Management Corp Mar 2026 $879M 101 EDGAR ↗
4/23/2026 Mayflower Financial Advisors, LLC Mar 2026 $824M 444 EDGAR ↗
4/23/2026 TFC Financial Management, Inc. Mar 2026 $812M 998 EDGAR ↗
4/23/2026 Impact Partnership Wealth, LLC Mar 2026 $810M 365 EDGAR ↗
4/23/2026 Premier Path Wealth Partners, LLC Mar 2026 $767M 398 EDGAR ↗
4/23/2026 Ellenbecker Investment Group Mar 2026 $743M 134 EDGAR ↗
4/23/2026 Capital Investment Counsel, LLC Mar 2026 $730M 147 EDGAR ↗
4/23/2026 Founders Capital Management, Llc Mar 2026 $608M 74 EDGAR ↗
4/23/2026 Capital Management Corp /Va Mar 2026 $585M 71 EDGAR ↗
4/23/2026 Drucker Wealth 3.0, LLC Mar 2026 $573M 522 EDGAR ↗
4/23/2026 Manchester Financial Inc Mar 2026 $521M 140 EDGAR ↗
4/23/2026 Mattern Wealth Management LLC Mar 2026 $513M 158 EDGAR ↗
4/23/2026 Broad Peak Investment Advisers Pte Ltd Mar 2026 $493M 23 EDGAR ↗
4/23/2026 Barry Investment Advisors, LLC Mar 2026 $454M 99 EDGAR ↗
4/23/2026 Financial & Tax Architects, LLC Mar 2026 $448M 108 EDGAR ↗
4/23/2026 Northstar Asset Management Co Mar 2026 $445M 187 EDGAR ↗
4/23/2026 Next Level Private LLC Mar 2026 $443M 175 EDGAR ↗
4/23/2026 Capital Management Associates, Inc Mar 2026 $442M 166 EDGAR ↗
4/23/2026 3Chopt Investment Partners, LLC Mar 2026 $437M 240 EDGAR ↗
Page 148 of 507  ·  10,135 filings
← Prev 1… 146 147 148 149 150 …507 Next →