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Portfolio (Quarterly) Guide ↗
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Page 172 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/17/2026 First City Capital Management, Inc. Mar 2026 $189M 160 EDGAR ↗
4/17/2026 Kure Advisory, LLC Mar 2026 $184M 56 EDGAR ↗
4/17/2026 Paragon Financial Partners, Inc. Mar 2026 $177M 77 EDGAR ↗
4/17/2026 Braeburn Wealth Management LLC Mar 2026 $175M 85 EDGAR ↗
4/17/2026 Kaufman Rossin Wealth, LLC Mar 2026 $174M 98 EDGAR ↗
4/17/2026 Forbes Financial Planning, Inc. Mar 2026 $173M 38 EDGAR ↗
4/17/2026 Marathon Mission, Inc. Mar 2026 $172M 55 EDGAR ↗
4/17/2026 Birch Financial Group, Llc Mar 2026 $171M 136 EDGAR ↗
4/17/2026 Defined Wealth Management, Llc Mar 2026 $171M 109 EDGAR ↗
4/17/2026 McHugh Group, LLC Mar 2026 $169M 82 EDGAR ↗
4/17/2026 Income Research & Management Mar 2026 $169M 26 EDGAR ↗
4/17/2026 ZynergyRetirementPlanningLLC Mar 2026 $165M 26 EDGAR ↗
4/17/2026 Five Pine Wealth Management Mar 2026 $161M 47 EDGAR ↗
4/17/2026 A. D. Beadell Investment Counsel, Inc. Mar 2026 $157M 100 EDGAR ↗
4/17/2026 Phil A. Younker & Associates, Ltd. Mar 2026 $150M 36 EDGAR ↗
4/17/2026 Community Bank of Raymore Mar 2026 $149M 123 EDGAR ↗
4/17/2026 Rainier Family Wealth Inc Mar 2026 $149M 93 EDGAR ↗
4/17/2026 Mainstream Capital Management LLC Mar 2026 $149M 88 EDGAR ↗
4/17/2026 Nautilus Advisors LLC Mar 2026 $146M 162 EDGAR ↗
4/17/2026 Aspire Growth Partners LLC Mar 2026 $146M 121 EDGAR ↗
Page 172 of 507  ·  10,135 filings
← Prev 1… 170 171 172 173 174 …507 Next →