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Portfolio (Quarterly) Guide ↗
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Page 191 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/14/2026 Granite Group Advisors, LLC Mar 2026 $165M 86 EDGAR ↗
4/14/2026 SeaTown Holdings Pte. Ltd. Mar 2026 $153M 17 EDGAR ↗
4/14/2026 Cox Capital Mgt LLC Mar 2026 $151M 73 EDGAR ↗
4/14/2026 Cathy Pareto & Associates, Inc Mar 2026 $149M 96 EDGAR ↗
4/14/2026 Seven Mile Advisory Mar 2026 $139M 182 EDGAR ↗
4/14/2026 LifePlan Financial, LLC Mar 2026 $135M 83 EDGAR ↗
4/14/2026 Rf&L Wealth Management, Llc Mar 2026 $134M 52 EDGAR ↗
4/14/2026 Topor & Co. Korea Dec 2025 $133M 15 EDGAR ↗
4/14/2026 Global Trust Wealth Management LLC Mar 2026 $132M 83 EDGAR ↗
4/14/2026 Peak Wealth Management LLC Mar 2026 $122M 54 EDGAR ↗
4/14/2026 Approach Retirement Advisors, LLC Mar 2026 $120M 79 EDGAR ↗
4/14/2026 Runnymede Capital Advisors, Inc. Mar 2026 $116M 75 EDGAR ↗
4/14/2026 Twin Cities Retirement Group LLC Mar 2026 $109M 24 EDGAR ↗
4/14/2026 Lawood & Co Mar 2026 $108M 155 EDGAR ↗
4/14/2026 Cdm Financial Counseling Services, Inc. Mar 2026 $105M 80 EDGAR ↗
4/14/2026 Portfolio Resources Advisor Group, Inc. Mar 2026 $101M 148 EDGAR ↗
4/14/2026 Sensenig Capital Advisors, Inc Mar 2026 $98M 33 EDGAR ↗
4/14/2026 Pictet Bank & Trust Ltd Mar 2026 $76M 33 EDGAR ↗
4/14/2026 OV Management LLC Mar 2026 $49M 53 EDGAR ↗
4/14/2026 Davies Financial Advisors, Inc. Mar 2026 $11M 11 EDGAR ↗
Page 191 of 507  ·  10,135 filings
← Prev 1… 189 190 191 192 193 …507 Next →