BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener Research
Sign in Register
Portfolio (Quarterly) Guide ↗
|
Page 309 of 507  ·  10,132 filings
← Prev 1… 307 308 309 310 311 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/10/2026 Wormser Freres Gestion Sep 2025 $180M 49 EDGAR ↗
2/10/2026 Beckerman Institutional, LLC Dec 2025 $178M — EDGAR ↗
2/10/2026 Swisher Financial Concepts, Inc. Dec 2025 $176M — EDGAR ↗
2/10/2026 Arcadia Wealth Management, Inc. Dec 2025 $174M — EDGAR ↗
2/10/2026 Yukon Wealth Management, Inc. Dec 2025 $174M 81 EDGAR ↗
2/10/2026 Presima Securities ULC Dec 2025 $173M — EDGAR ↗
2/10/2026 Brookmont Capital Management Dec 2025 $173M — EDGAR ↗
2/10/2026 North Berkeley Wealth Management, LLC Dec 2025 $170M 75 EDGAR ↗
2/10/2026 Exit Wealth Advisors, LLC. Dec 2025 $169M — EDGAR ↗
2/10/2026 W.H. Cornerstone Investments Inc. Dec 2025 $166M — EDGAR ↗
2/10/2026 Alpha Financial Partners, LLC Dec 2025 $164M 95 EDGAR ↗
2/10/2026 Lummis Asset Management, LP Dec 2025 $163M — EDGAR ↗
2/10/2026 English Capital Management Llc Dec 2025 $163M — EDGAR ↗
2/10/2026 Bridge Generations Wealth Management Llc Dec 2025 $162M — EDGAR ↗
2/10/2026 Yorkville Advisors Global, LP Dec 2025 $159M — EDGAR ↗
2/10/2026 Redwood Financial Network Corp Dec 2025 $157M 177 EDGAR ↗
2/10/2026 MidAtlantic Capital Management, Inc. Dec 2025 $156M — EDGAR ↗
2/10/2026 Financially Speaking Inc Dec 2025 $155M — EDGAR ↗
2/10/2026 Pinnacle West Asset Management, Inc. Dec 2025 $154M — EDGAR ↗
2/10/2026 Cravens & Co Advisors, LLC Dec 2025 $153M — EDGAR ↗
Page 309 of 507  ·  10,132 filings
← Prev 1… 307 308 309 310 311 …507 Next →