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Portfolio (Quarterly) Guide ↗
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Page 150 of 507  ·  10,135 filings
← Prev 1… 148 149 150 151 152 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
4/23/2026 Granite Harbor Advisors, Inc. Mar 2026 $229M 129 EDGAR ↗
4/23/2026 626 Financial, LLC Mar 2026 $224M 121 EDGAR ↗
4/23/2026 Viewpoint Investment Partners Corp Mar 2026 $216M 97 EDGAR ↗
4/23/2026 Finley Financial, LLC Mar 2026 $214M 107 EDGAR ↗
4/23/2026 Johnson Wealth Management, LLC Mar 2026 $207M 82 EDGAR ↗
4/23/2026 MN Wealth Advisors, LLC Mar 2026 $206M 124 EDGAR ↗
4/23/2026 Foundry Financial Group, Inc. Mar 2026 $202M 70 EDGAR ↗
4/23/2026 West Bancorporation Inc Mar 2026 $200M 98 EDGAR ↗
4/23/2026 Cross Staff Investments Inc Mar 2026 $197M 128 EDGAR ↗
4/23/2026 Krm Wealth Management L.L.C. Mar 2026 $192M 43 EDGAR ↗
4/23/2026 Midwest Financial Partners Investments, Inc. Mar 2026 $189M 76 EDGAR ↗
4/23/2026 Element Squared LLC Mar 2026 $177M 42 EDGAR ↗
4/23/2026 Sterling Wealth Advisors Inc Mar 2026 $175M 20 EDGAR ↗
4/23/2026 Aegis Wealth Management LLC Mar 2026 $175M 118 EDGAR ↗
4/23/2026 Salus Financial Advisors, LLC Mar 2026 $171M 34 EDGAR ↗
4/23/2026 Daviman Financial, LLC Mar 2026 $169M 85 EDGAR ↗
4/23/2026 Catalina Capital Group, LLC Mar 2026 $168M 176 EDGAR ↗
4/23/2026 Members Wealth Llc Mar 2026 $167M 113 EDGAR ↗
4/23/2026 Blackston Financial Advisory Group, LLC Mar 2026 $160M 106 EDGAR ↗
4/23/2026 Sarver Vrooman Wealth Advisors Dec 2025 $157M 137 EDGAR ↗
Page 150 of 507  ·  10,135 filings
← Prev 1… 148 149 150 151 152 …507 Next →