Portfolio (Quarterly)
Guide ↗
|
| Filed | Fund / Institution | Period | Portfolio Value | Holdings | Filing |
|---|---|---|---|---|---|
| 4/6/2026 | Washington Trust Co | Mar 2026 | $3.0B | 558 | EDGAR ↗ |
| 4/6/2026 | GAMMA Investing LLC | Mar 2026 | $2.1B | 4,110 | EDGAR ↗ |
| 4/6/2026 | Washington Trust Advisors, Inc. | Mar 2026 | $1.2B | 870 | EDGAR ↗ |
| 4/6/2026 | Trust Co of the South | Mar 2026 | $622M | 146 | EDGAR ↗ |
| 4/6/2026 | Old Port Advisors | Mar 2026 | $434M | 239 | EDGAR ↗ |
| 4/6/2026 | Highline Wealth Partners Llc | Mar 2026 | $392M | 1,298 | EDGAR ↗ |
| 4/6/2026 | Private Client Services, Llc | Mar 2026 | $334M | 208 | EDGAR ↗ |
| 4/6/2026 | Acima Private Wealth, Llc | Mar 2026 | $319M | 177 | EDGAR ↗ |
| 4/6/2026 | Hall Laurie J Trustee | Mar 2026 | $283M | 270 | EDGAR ↗ |
| 4/6/2026 | Stableford Capital Ii Llc | Mar 2026 | $269M | 144 | EDGAR ↗ |
| 4/6/2026 | Hiley Hunt Wealth Management | Mar 2026 | $227M | 47 | EDGAR ↗ |
| 4/6/2026 | IFS Advisors, LLC | Mar 2026 | $194M | 217 | EDGAR ↗ |
| 4/6/2026 | Atmos Advisory, Llc | Mar 2026 | $176M | 20 | EDGAR ↗ |
| 4/6/2026 | Sincerus Advisory, LLC | Mar 2026 | $132M | 76 | EDGAR ↗ |
| 4/6/2026 | Miller Global Investments, LLC | Mar 2026 | $109M | 279 | EDGAR ↗ |
| 4/6/2026 | Karras Company, Inc. | Mar 2026 | $99M | 61 | EDGAR ↗ |
| 4/6/2026 | Msrh, Llc | Dec 2025 | $90M | 28 | EDGAR ↗ |
| 4/6/2026 | Israel Discount Bank of New York | Mar 2026 | $46M | 43 | EDGAR ↗ |
| 4/3/2026 | Coastline Trust Co | Mar 2026 | $1.0B | 578 | EDGAR ↗ |
| 4/3/2026 | Investors Research Corp | Mar 2026 | $523M | 851 | EDGAR ↗ |