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Portfolio (Quarterly) Guide ↗
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Page 170 of 507  ·  10,135 filings
← Prev 1… 168 169 170 171 172 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
4/17/2026 Steph & Co Mar 2026 $351M 301 EDGAR ↗
4/17/2026 Wealth Management Partners, LLC Mar 2026 $350M 147 EDGAR ↗
4/17/2026 Cornell Pochily Investment Advisors, Inc. Mar 2026 $340M 174 EDGAR ↗
4/17/2026 Sara-Bay Financial Mar 2026 $333M 81 EDGAR ↗
4/17/2026 Atlas Brown,Inc. Mar 2026 $332M 339 EDGAR ↗
4/17/2026 Provident Wealth Management, LLC Mar 2026 $331M 134 EDGAR ↗
4/17/2026 Anchyra Partners Llc Mar 2026 $330M 275 EDGAR ↗
4/17/2026 Verde Servicos Internacionais S.A. Mar 2026 $326M 50 EDGAR ↗
4/17/2026 Watershed Private Wealth Llc Mar 2026 $321M 111 EDGAR ↗
4/17/2026 Hamilton Capital Partners, Llc Mar 2026 $320M 30 EDGAR ↗
4/17/2026 Arkfeld Wealth Strategies, L.L.C. Mar 2026 $316M 115 EDGAR ↗
4/17/2026 Investment Advisory Services Inc /Tx /Adv Mar 2026 $314M 130 EDGAR ↗
4/17/2026 Nova R Wealth, Inc. Mar 2026 $313M 90 EDGAR ↗
4/17/2026 Cora Capital Advisors Llc Mar 2026 $302M 134 EDGAR ↗
4/17/2026 Greenbush Financial Group, LLC Mar 2026 $302M 36 EDGAR ↗
4/17/2026 Morris Financial Concepts, Inc. Mar 2026 $295M 195 EDGAR ↗
4/17/2026 First Citizens Asset Management, Inc. Mar 2026 $282M 28 EDGAR ↗
4/17/2026 Richards, Merrill & Peterson, Inc. Mar 2026 $273M 283 EDGAR ↗
4/17/2026 Trinity Wealth Management, LLC Mar 2026 $272M 72 EDGAR ↗
4/17/2026 Bourne Lent Asset Management Inc Mar 2026 $272M 63 EDGAR ↗
Page 170 of 507  ·  10,135 filings
← Prev 1… 168 169 170 171 172 …507 Next →