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Portfolio (Quarterly) Guide ↗
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Page 196 of 507  ·  10,135 filings
← Prev 1… 194 195 196 197 198 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
4/13/2026 White Wing Wealth Management Mar 2026 $167M 37 EDGAR ↗
4/13/2026 Gridiron Partners, LLC Mar 2026 $164M 47 EDGAR ↗
4/13/2026 Sterling Manor Financial, LLC Mar 2026 $160M 39 EDGAR ↗
4/13/2026 Bannerman Wealth Management Group, Llc Mar 2026 $148M 32 EDGAR ↗
4/13/2026 Nvest Wealth Strategies, Inc. Mar 2026 $143M 439 EDGAR ↗
4/13/2026 Cogent Private Wealth, Inc. Mar 2026 $139M 98 EDGAR ↗
4/13/2026 PartnerRe Asset Management CORP Mar 2026 $138M 2 EDGAR ↗
4/13/2026 Boyce & Associates Wealth Consulting, Inc. Mar 2026 $132M 80 EDGAR ↗
4/13/2026 Rydar Equities, Inc. Mar 2026 $129M 92 EDGAR ↗
4/13/2026 Mallini Complete Financial Planning LLC Mar 2026 $126M 61 EDGAR ↗
4/13/2026 Uptown Financial Advisors LLC Mar 2026 $126M 76 EDGAR ↗
4/13/2026 Burr Financial Services, Llc Mar 2026 $126M 25 EDGAR ↗
4/13/2026 Lauer Wealth, LLC Mar 2026 $126M 67 EDGAR ↗
4/13/2026 Sjbenen Advisory, Llc Mar 2026 $120M 27 EDGAR ↗
4/13/2026 Connecticut Capital Management Group, LLC Mar 2026 $106M 171 EDGAR ↗
4/13/2026 Breachway Investments LLC Mar 2026 $104M 96 EDGAR ↗
4/13/2026 Mkd Wealth Coaches, Llc Mar 2026 $102M 28 EDGAR ↗
4/13/2026 Thayer Financial, L.L.C. Mar 2026 $98M 33 EDGAR ↗
4/13/2026 McGrath & Associates, Inc. Mar 2026 $68M 41 EDGAR ↗
4/13/2026 John W. Brooker & Co., CPAs Mar 2026 $63M 66 EDGAR ↗
Page 196 of 507  ·  10,135 filings
← Prev 1… 194 195 196 197 198 …507 Next →