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Portfolio (Quarterly) Guide ↗
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Page 190 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/14/2026 Quantum Financial Planning Services, Inc. Mar 2026 $278M 53 EDGAR ↗
4/14/2026 Centerline Wealth Advisors, LLC Mar 2026 $278M 73 EDGAR ↗
4/14/2026 Shrier Wealth Management, Llc Mar 2026 $274M 131 EDGAR ↗
4/14/2026 Cornerstone National Bank & Trust Co Mar 2026 $271M 269 EDGAR ↗
4/14/2026 Searcy Financial Services Inc /Adv Mar 2026 $270M 27 EDGAR ↗
4/14/2026 Colorado Capital Management, Inc. Mar 2026 $268M 106 EDGAR ↗
4/14/2026 Highlander Partners, L.P. Mar 2026 $256M 47 EDGAR ↗
4/14/2026 Onyx Financial Advisors, LLC Mar 2026 $241M 18 EDGAR ↗
4/14/2026 Bayshore Capital Advisors, LLC Mar 2026 $237M 41 EDGAR ↗
4/14/2026 Corecam Pte. Ltd. Mar 2026 $231M 65 EDGAR ↗
4/14/2026 eCIO, Inc. Mar 2026 $228M 42 EDGAR ↗
4/14/2026 Stonebridge Capital Management Inc Mar 2026 $220M 80 EDGAR ↗
4/14/2026 HMV Wealth Advisors, LLC Mar 2026 $213M 81 EDGAR ↗
4/14/2026 Vestia Personal Wealth Advisors Mar 2026 $213M 99 EDGAR ↗
4/14/2026 Sterling Investment Advisors Llc /Adv Mar 2026 $208M 40 EDGAR ↗
4/14/2026 American State Bank (Iowa) Mar 2026 $208M 136 EDGAR ↗
4/14/2026 American State Bank (Iowa) Dec 2025 $208M — EDGAR ↗
4/14/2026 Udine Wealth Management, Inc. Mar 2026 $205M 35 EDGAR ↗
4/14/2026 Flower City Capital Mar 2026 $199M 46 EDGAR ↗
4/14/2026 William Mack & Associates, Inc. Mar 2026 $175M 73 EDGAR ↗
Page 190 of 507  ·  10,135 filings
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