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Portfolio (Quarterly) Guide ↗
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Page 151 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/23/2026 Three Magnolias Financial Advisors, LLC Mar 2026 $157M 103 EDGAR ↗
4/23/2026 Columbia Advisory Partners Llc Mar 2026 $157M 92 EDGAR ↗
4/23/2026 Lakewood Asset Management LLC Mar 2026 $156M 107 EDGAR ↗
4/23/2026 Comprehensive Money Management Services LLC Mar 2026 $152M 193 EDGAR ↗
4/23/2026 Lighthouse Wealth Management Inc. Mar 2026 $147M 43 EDGAR ↗
4/23/2026 Sippican Capital Advisors Mar 2026 $146M 107 EDGAR ↗
4/23/2026 Arbor Wealth Advisors LLC Mar 2026 $143M 56 EDGAR ↗
4/23/2026 Kagan Cocozza Asset Management Mar 2026 $142M 69 EDGAR ↗
4/23/2026 GraniteShares Advisors LLC Mar 2026 $139M 90 EDGAR ↗
4/23/2026 Pine Brook Road Advisors, L.P. Mar 2026 $138M 1 EDGAR ↗
4/23/2026 Grand Central Investment Group Mar 2026 $135M 44 EDGAR ↗
4/23/2026 Littlejohn Financial Services, Inc. Mar 2026 $133M 61 EDGAR ↗
4/23/2026 BluePrint Investing LLC Mar 2026 $126M 26 EDGAR ↗
4/23/2026 Kampmann Melissa S. Mar 2026 $125M 82 EDGAR ↗
4/23/2026 Avise Financial Cooperative, Inc. Mar 2026 $121M 102 EDGAR ↗
4/23/2026 Keenan, LLC Mar 2026 $119M 42 EDGAR ↗
4/23/2026 Fairman Group, LLC Mar 2026 $117M 327 EDGAR ↗
4/23/2026 NewCorp Financial Services, Inc. Mar 2026 $115M 50 EDGAR ↗
4/23/2026 Fortune Financial Group, Inc. Mar 2026 $111M 107 EDGAR ↗
4/23/2026 Eagle Wealth Advisors LLC Mar 2026 $108M 98 EDGAR ↗
Page 151 of 507  ·  10,135 filings
← Prev 1… 149 150 151 152 153 …507 Next →