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Portfolio (Quarterly) Guide ↗
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Page 210 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/8/2026 Myecfo, Llc Mar 2026 $239M 66 EDGAR ↗
4/8/2026 JBR Co Financial Management Inc Mar 2026 $239M 120 EDGAR ↗
4/8/2026 Archer Investment Management, LLC Mar 2026 $238M 108 EDGAR ↗
4/8/2026 StoneCrest Wealth Management, Inc. Mar 2026 $236M 73 EDGAR ↗
4/8/2026 Clarus Wealth Advisors Mar 2026 $235M 88 EDGAR ↗
4/8/2026 Aurelius Family Office LLC Mar 2026 $230M 47 EDGAR ↗
4/8/2026 Heritage Family Offices, LLP Mar 2026 $225M 196 EDGAR ↗
4/8/2026 Werlinich Asset Management, LLC Mar 2026 $206M 56 EDGAR ↗
4/8/2026 Birchbrook, Inc. Mar 2026 $204M 291 EDGAR ↗
4/8/2026 Ausbil Investment Management Ltd Mar 2026 $201M 63 EDGAR ↗
4/8/2026 Prospera Capital Management, LLC Mar 2026 $199M 45 EDGAR ↗
4/8/2026 Holos Integrated Wealth LLC Mar 2026 $198M 412 EDGAR ↗
4/8/2026 David J Yvars Group Mar 2026 $179M 92 EDGAR ↗
4/8/2026 Wealth Science Advisors LLC Mar 2026 $178M 203 EDGAR ↗
4/8/2026 Beacon Financial Strategies CORP Mar 2026 $176M 178 EDGAR ↗
4/8/2026 Afg Fiduciary Services Limited Partnership Mar 2026 $171M 92 EDGAR ↗
4/8/2026 Ervin Investment Management, LLC Mar 2026 $171M 47 EDGAR ↗
4/8/2026 Emergent Wealth Advisors, LLC Mar 2026 $169M 125 EDGAR ↗
4/8/2026 Pursue Wealth Partners Llc Mar 2026 $167M 101 EDGAR ↗
4/8/2026 Civilization Ventures Management, LLC Dec 2025 $166M 3 EDGAR ↗
Page 210 of 507  ·  10,135 filings
← Prev 1… 208 209 210 211 212 …507 Next →