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Portfolio (Quarterly) Guide ↗
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Page 214 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/7/2026 Agate Pass Investment Management, LLC Mar 2026 $255M 105 EDGAR ↗
4/7/2026 First Financial Corp /In/ Mar 2026 $255M 413 EDGAR ↗
4/7/2026 Deane Retirement Strategies, Inc. Mar 2026 $249M 57 EDGAR ↗
4/7/2026 Carolina Wealth Advisors, LLC Mar 2026 $240M 278 EDGAR ↗
4/7/2026 InvesTrust Mar 2026 $238M 91 EDGAR ↗
4/7/2026 Estate Planners Group, LLC Dec 2025 $231M 512 EDGAR ↗
4/7/2026 First Citizens Financial Corp Mar 2026 $212M 136 EDGAR ↗
4/7/2026 Oasis Advisors, LLC Dec 2025 $189M 75 EDGAR ↗
4/7/2026 Attessa Capital LLC Mar 2026 $184M 35 EDGAR ↗
4/7/2026 Krm Wealth Management L.L.C. Dec 2025 $182M 40 EDGAR ↗
4/7/2026 St. Louis Financial Planners Asset Management, LLC Mar 2026 $176M 33 EDGAR ↗
4/7/2026 Claris Financial LLC Sep 2025 $176M 170 EDGAR ↗
4/7/2026 InTrack Investment Management Inc Mar 2026 $175M 108 EDGAR ↗
4/7/2026 Ables, Iannone, Moore & Associates, Inc. Mar 2026 $168M 59 EDGAR ↗
4/7/2026 Baring Financial LLC Mar 2026 $163M 72 EDGAR ↗
4/7/2026 Bulwark Capital Corp Mar 2026 $162M 100 EDGAR ↗
4/7/2026 Investment Partners Asset Management, Inc. Mar 2026 $162M 163 EDGAR ↗
4/7/2026 Retirement Wealth Solutions LLC Mar 2026 $159M 822 EDGAR ↗
4/7/2026 Cultivar Capital, Inc. Mar 2026 $156M 46 EDGAR ↗
4/7/2026 Stonekeep Investments, LLC Mar 2026 $154M 66 EDGAR ↗
Page 214 of 507  ·  10,135 filings
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