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Portfolio (Quarterly) Guide ↗
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Page 217 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/3/2026 Waller Financial Planning Group, Inc Mar 2026 $453M 74 EDGAR ↗
4/3/2026 Global Wealth Strategies & Associates Mar 2026 $407M 543 EDGAR ↗
4/3/2026 Adirondack Trust Co Mar 2026 $298M 631 EDGAR ↗
4/3/2026 Rise Advisors, LLC Mar 2026 $284M 94 EDGAR ↗
4/3/2026 Ridgewood Investments LLC Mar 2026 $244M 208 EDGAR ↗
4/3/2026 First County Bank /CT/ Mar 2026 $187M 374 EDGAR ↗
4/3/2026 Hickory Point Bank & Trust Mar 2026 $152M 585 EDGAR ↗
4/3/2026 Box Hill Private Wealth LLC Mar 2026 $101M 66 EDGAR ↗
4/2/2026 Stairway Partners, LLC Mar 2026 $1.9B 18 EDGAR ↗
4/2/2026 Soltis Investment Advisors LLC Dec 2025 $1.5B 528 EDGAR ↗
4/2/2026 Crumly & Associates Inc. Mar 2026 $476M 200 EDGAR ↗
4/2/2026 Collective Family Office Llc Mar 2026 $444M 156 EDGAR ↗
4/2/2026 Hilltop National Bank Mar 2026 $421M 1,068 EDGAR ↗
4/2/2026 Silverleafe Capital Partners, LLC Mar 2026 $339M 103 EDGAR ↗
4/2/2026 Somerset Trust Co Mar 2026 $326M 222 EDGAR ↗
4/2/2026 Norman Fields, Gottscho Capital Management, LLC Mar 2026 $302M 65 EDGAR ↗
4/2/2026 Stash Investments, LLC Mar 2026 $258M 5 EDGAR ↗
4/2/2026 Aspect Partners, LLC Mar 2026 $245M 957 EDGAR ↗
4/2/2026 Noble Wealth Management PBC Mar 2026 $199M 588 EDGAR ↗
4/2/2026 Byrne Asset Management LLC Mar 2026 $171M 569 EDGAR ↗
Page 217 of 507  ·  10,135 filings
← Prev 1… 215 216 217 218 219 …507 Next →