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Portfolio (Quarterly) Guide ↗
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Page 215 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/7/2026 Hoffman, Alan N Investment Management Mar 2026 $152M 13 EDGAR ↗
4/7/2026 Comprehensive Financial Planning, Inc./PA Mar 2026 $144M 388 EDGAR ↗
4/7/2026 Blueline Advisors Llc Mar 2026 $129M 217 EDGAR ↗
4/7/2026 Barden Capital Management, Inc. Mar 2026 $117M 58 EDGAR ↗
4/7/2026 Ethos Capital Management, Inc. Mar 2026 $117M 56 EDGAR ↗
4/7/2026 GK Wealth Management LLC Mar 2026 $115M 51 EDGAR ↗
4/7/2026 Dwr Wealth Management, Llc Mar 2026 $115M 51 EDGAR ↗
4/7/2026 City Center Advisors, LLC Mar 2026 $108M 155 EDGAR ↗
4/7/2026 Legacy Solutions, Llc Mar 2026 $108M 77 EDGAR ↗
4/7/2026 Crescent Sterling, Ltd. Mar 2026 $103M 80 EDGAR ↗
4/7/2026 Green Alpha Advisors, LLC Mar 2026 $102M 107 EDGAR ↗
4/7/2026 JBGlobal.com LLC Mar 2026 $102M 27 EDGAR ↗
4/7/2026 Calder Financial LLC Mar 2026 $101M 40 EDGAR ↗
4/7/2026 Plus Group Wealth Advisors LLC Mar 2026 $91M 41 EDGAR ↗
4/7/2026 Capital Asset Managemnet, LLC Dec 2025 $90M 74 EDGAR ↗
4/7/2026 CenturyLink Investment Management Co Mar 2026 $77M 3 EDGAR ↗
4/7/2026 Holland Advisory Services, Inc. Mar 2026 $75M 47 EDGAR ↗
4/7/2026 Financially Speaking Inc Mar 2026 $21M 116 EDGAR ↗
4/6/2026 Greenhaven Associates Inc Mar 2026 $6.1B 27 EDGAR ↗
4/6/2026 CX Institutional Mar 2026 $3.3B 1,548 EDGAR ↗
Page 215 of 507  ·  10,135 filings
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