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Portfolio (Quarterly) Guide ↗
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Page 173 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/17/2026 Cottonwood Capital Advisors, Llc Mar 2026 $142M 86 EDGAR ↗
4/17/2026 PSP Research LLC Mar 2026 $141M 79 EDGAR ↗
4/17/2026 PMG Wealth Management, Inc. Mar 2026 $139M 59 EDGAR ↗
4/17/2026 Demming Financial Services Corp /Adv Mar 2026 $138M 37 EDGAR ↗
4/17/2026 Aquamarine Zurich AG Mar 2026 $135M 7 EDGAR ↗
4/17/2026 Murphy & Mullick Capital Management Corp Mar 2026 $135M 726 EDGAR ↗
4/17/2026 Willner & Heller, Llc Mar 2026 $134M 161 EDGAR ↗
4/17/2026 BAM Wealth Management, LLC Mar 2026 $134M 251 EDGAR ↗
4/17/2026 Harbour Wealth Management Group, Inc. Mar 2026 $133M 89 EDGAR ↗
4/17/2026 Athena Wealth Management, LLC Mar 2026 $122M 106 EDGAR ↗
4/17/2026 Stonebridge Financial Group, LLC / MO Mar 2026 $119M 165 EDGAR ↗
4/17/2026 Paragon Capital Management Inc Mar 2026 $118M 70 EDGAR ↗
4/17/2026 Andina Capital Management, LLC Mar 2026 $113M 119 EDGAR ↗
4/17/2026 New Covenant Trust Company, N.A. Mar 2026 $112M 96 EDGAR ↗
4/17/2026 Kennebec Savings Bank Mar 2026 $111M 249 EDGAR ↗
4/17/2026 Roxbury Financial LLC Mar 2026 $111M 392 EDGAR ↗
4/17/2026 Stonebridge Wealth Management, LLC Mar 2026 $104M 36 EDGAR ↗
4/17/2026 Athena Wealth Management, LLC Dec 2025 $103M 106 EDGAR ↗
4/17/2026 Western Pacific Wealth Management, LP Mar 2026 $98M 197 EDGAR ↗
4/17/2026 Ramsey Quantitative Systems Mar 2026 $97M 14 EDGAR ↗
Page 173 of 507  ·  10,135 filings
← Prev 1… 171 172 173 174 175 …507 Next →