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Portfolio (Quarterly) Guide ↗
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Page 211 of 507  ·  10,135 filings
← Prev 1… 209 210 211 212 213 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
4/8/2026 Sfm, Llc Mar 2026 $165M 63 EDGAR ↗
4/8/2026 Asset Management Advisors, LLC Mar 2026 $165M 19 EDGAR ↗
4/8/2026 Pps&V Asset Management Consultants, Inc. Mar 2026 $164M 41 EDGAR ↗
4/8/2026 Panoramic Capital Partners, LLC Mar 2026 $162M 63 EDGAR ↗
4/8/2026 Tower Trust & Investment Co Mar 2026 $152M 209 EDGAR ↗
4/8/2026 M.E. Allison & Co., Inc. Mar 2026 $151M 193 EDGAR ↗
4/8/2026 Systrade AG Mar 2026 $149M 11 EDGAR ↗
4/8/2026 Seed Wealth Management, Inc. Mar 2026 $145M 98 EDGAR ↗
4/8/2026 Gladwyn Financial Advisors, Inc. Mar 2026 $144M 112 EDGAR ↗
4/8/2026 Hummer Financial Advisory Services Inc Mar 2026 $141M 129 EDGAR ↗
4/8/2026 Hamilton Lane Advisors Llc Mar 2026 $140M 20 EDGAR ↗
4/8/2026 RoundAngle Advisors LLC Mar 2026 $134M 60 EDGAR ↗
4/8/2026 Gainplan LLC Mar 2026 $133M 59 EDGAR ↗
4/8/2026 Partnership Wealth Management, LLC Mar 2026 $131M 66 EDGAR ↗
4/8/2026 Castlefield Investment Partners LLP Dec 2025 $130M 36 EDGAR ↗
4/8/2026 Canandaigua National Trust Co of Florida Mar 2026 $125M 108 EDGAR ↗
4/8/2026 Post Resch Tallon Group Inc. Mar 2026 $124M 120 EDGAR ↗
4/8/2026 Winter & Associates, Inc. Mar 2026 $114M 84 EDGAR ↗
4/8/2026 Nestegg Advisors, Inc. Mar 2026 $114M 51 EDGAR ↗
4/8/2026 Infinity Wealth Counsel, LLC Mar 2026 $109M 63 EDGAR ↗
Page 211 of 507  ·  10,135 filings
← Prev 1… 209 210 211 212 213 …507 Next →