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Portfolio (Quarterly) Guide ↗
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Page 154 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/22/2026 Uniting Wealth Partners, LLC Mar 2026 $470M 205 EDGAR ↗
4/22/2026 Ddfg, Inc Mar 2026 $464M 86 EDGAR ↗
4/22/2026 Aspire Capital Advisors LLC Mar 2026 $444M 122 EDGAR ↗
4/22/2026 Aspire Private Capital, LLC Mar 2026 $443M 292 EDGAR ↗
4/22/2026 Hurlow Wealth Management Group, Inc. Mar 2026 $420M 120 EDGAR ↗
4/22/2026 Atlantic Edge Private Wealth Management, LLC Mar 2026 $407M 601 EDGAR ↗
4/22/2026 Ifrah Financial Services, Inc. Mar 2026 $378M 200 EDGAR ↗
4/22/2026 Truefg, Llc Mar 2026 $377M 71 EDGAR ↗
4/22/2026 Mindset Wealth Management, Llc Mar 2026 $372M 176 EDGAR ↗
4/22/2026 Atwater Malick LLC Mar 2026 $370M 100 EDGAR ↗
4/22/2026 Peak Planning Group, LLC Mar 2026 $361M 120 EDGAR ↗
4/22/2026 Accretive Wealth Partners, LLC Mar 2026 $356M 180 EDGAR ↗
4/22/2026 Seneca Financial Advisors LLC Mar 2026 $341M 64 EDGAR ↗
4/22/2026 Quattro Financial Advisors Llc Mar 2026 $331M 91 EDGAR ↗
4/22/2026 Storen Legacy Partners, LLC Mar 2026 $319M 102 EDGAR ↗
4/22/2026 Spectrum Asset Management, Inc. (NB/CA) Mar 2026 $315M 121 EDGAR ↗
4/22/2026 Towne Trust Company, N.A Mar 2026 $311M 349 EDGAR ↗
4/22/2026 Sykon Capital Llc Mar 2026 $300M 88 EDGAR ↗
4/22/2026 Montgomery Investment Management Inc Mar 2026 $293M 103 EDGAR ↗
4/22/2026 Realta Investment Advisors Mar 2026 $288M 367 EDGAR ↗
Page 154 of 507  ·  10,135 filings
← Prev 1… 152 153 154 155 156 …507 Next →