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Portfolio (Quarterly) Guide ↗
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Page 165 of 507  ·  10,135 filings
Filed Fund / Institution Period Portfolio Value Holdings Filing
4/20/2026 Arta Finance Wealth Management LLC Mar 2026 $202M 95 EDGAR ↗
4/20/2026 Heritage Wealth Management, Inc. Mar 2026 $202M 157 EDGAR ↗
4/20/2026 First Bancorp, Inc /ME/ Mar 2026 $201M 237 EDGAR ↗
4/20/2026 Riverchase Wealth Management, Llc Mar 2026 $192M 73 EDGAR ↗
4/20/2026 Hoge Financial Services, Llc Mar 2026 $187M 72 EDGAR ↗
4/20/2026 Kearns & Associates LLC Mar 2026 $186M 40 EDGAR ↗
4/20/2026 Longview Financial Advisors LLC Mar 2026 $184M 157 EDGAR ↗
4/20/2026 Amiral Gestion Mar 2026 $180M 16 EDGAR ↗
4/20/2026 Echo45 Advisors LLC Mar 2026 $178M 76 EDGAR ↗
4/20/2026 Hilton Head Capital Partners, LLC Mar 2026 $177M 989 EDGAR ↗
4/20/2026 Thoma Capital Management LLC Mar 2026 $169M 55 EDGAR ↗
4/20/2026 William B. Walkup & Associates, Inc. Mar 2026 $167M 164 EDGAR ↗
4/20/2026 Longview Financial Advisors, Inc. Mar 2026 $164M 163 EDGAR ↗
4/20/2026 Kastel Capital Advisors, LLC Mar 2026 $163M 55 EDGAR ↗
4/20/2026 RiverTree Advisors, LLC Mar 2026 $158M 60 EDGAR ↗
4/20/2026 Strategent Financial, LLC Mar 2026 $147M 41 EDGAR ↗
4/20/2026 Northern Lights Advisors, Inc. Dec 2025 $146M EDGAR ↗
4/20/2026 Axecap Investments, LLC Mar 2026 $145M 69 EDGAR ↗
4/20/2026 Guild Investment Management, Inc. Mar 2026 $140M 47 EDGAR ↗
4/20/2026 Joel Adams & Associates, Inc. Mar 2026 $135M 64 EDGAR ↗
Page 165 of 507  ·  10,135 filings