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Portfolio (Quarterly) Guide ↗
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Page 180 of 507  ·  10,135 filings
Filed Fund / Institution Period Portfolio Value Holdings Filing
4/16/2026 OxenFree Capital LLC Mar 2026 $206M 56 EDGAR ↗
4/16/2026 Spectrum Planning & Advisory Services Inc. Mar 2026 $202M 114 EDGAR ↗
4/16/2026 Center For Asset Management LLC Mar 2026 $201M 144 EDGAR ↗
4/16/2026 Asset Advisory Group, Inc. Mar 2026 $199M 116 EDGAR ↗
4/16/2026 Smith Thornton Advisors LLC Mar 2026 $199M 130 EDGAR ↗
4/16/2026 True Vision MN LLC Mar 2026 $194M 98 EDGAR ↗
4/16/2026 VVR Holdings LLC Mar 2026 $194M 39 EDGAR ↗
4/16/2026 Everstar Asset Management, LLC Mar 2026 $188M 232 EDGAR ↗
4/16/2026 Envision Financial LLC Mar 2026 $186M 46 EDGAR ↗
4/16/2026 Global Wealth Management, LLC Mar 2026 $183M 44 EDGAR ↗
4/16/2026 Silverberg Bernstein Capital Management LLC Mar 2026 $182M 68 EDGAR ↗
4/16/2026 Ballast Rock Private Wealth LLC Mar 2026 $181M 177 EDGAR ↗
4/16/2026 Financial Designs Corp Mar 2026 $180M 40 EDGAR ↗
4/16/2026 Swisher Financial Concepts, Inc. Mar 2026 $179M 102 EDGAR ↗
4/16/2026 Lexington Hill Partners, LLC Mar 2026 $177M 78 EDGAR ↗
4/16/2026 Flywheel Private Wealth LLC Mar 2026 $176M 104 EDGAR ↗
4/16/2026 Sunbeam Capital Management, LLC Mar 2026 $175M 112 EDGAR ↗
4/16/2026 Sander Capital Advisors Inc Mar 2026 $173M 12 EDGAR ↗
4/16/2026 Upper Left Wealth Management, LLC Mar 2026 $169M 68 EDGAR ↗
4/16/2026 McClarren Financial Advisors, Inc. Mar 2026 $169M 79 EDGAR ↗
Page 180 of 507  ·  10,135 filings