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Portfolio (Quarterly) Guide ↗
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Page 208 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/8/2026 Central Pacific Bank - Trust Division Mar 2026 $784M 970 EDGAR ↗
4/8/2026 Cardinal Capital Management Mar 2026 $776M 136 EDGAR ↗
4/8/2026 Eclectic Associates Inc /Adv Mar 2026 $753M 159 EDGAR ↗
4/8/2026 Capital Advisors Wealth Management, LLC Mar 2026 $745M 219 EDGAR ↗
4/8/2026 Abacus Planning Group, Inc. Mar 2026 $743M 264 EDGAR ↗
4/8/2026 Sharkey, Howes & Javer Mar 2026 $742M 153 EDGAR ↗
4/8/2026 Mirador Capital Partners LP Mar 2026 $706M 205 EDGAR ↗
4/8/2026 Oliver Luxxe Assets LLC Mar 2026 $668M 200 EDGAR ↗
4/8/2026 Gilman Hill Asset Management, LLC Mar 2026 $663M 225 EDGAR ↗
4/8/2026 Dudley & Shanley, Inc. Mar 2026 $611M 38 EDGAR ↗
4/8/2026 West Financial Advisors, LLC Mar 2026 $589M 193 EDGAR ↗
4/8/2026 Leonard Rickey Investment Advisors P.L.L.C. Mar 2026 $578M 118 EDGAR ↗
4/8/2026 Community Financial Services Group, LLC Mar 2026 $568M 598 EDGAR ↗
4/8/2026 Tlwm Mar 2026 $555M 69 EDGAR ↗
4/8/2026 Lynch & Associates/In Mar 2026 $533M 126 EDGAR ↗
4/8/2026 Spinnaker Investment Group, LLC Mar 2026 $491M 147 EDGAR ↗
4/8/2026 Castle Rock Wealth Management, LLC Mar 2026 $462M 262 EDGAR ↗
4/8/2026 Fermata Advisors, LLC Mar 2026 $444M 232 EDGAR ↗
4/8/2026 Doliver Advisors, Lp Mar 2026 $440M 180 EDGAR ↗
4/8/2026 Whitcomb & Hess, Inc. Mar 2026 $429M 64 EDGAR ↗
Page 208 of 507  ·  10,135 filings
← Prev 1… 206 207 208 209 210 …507 Next →