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Portfolio (Quarterly) Guide ↗
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Page 324 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/6/2026 Fi3 Financial Advisors, Llc Dec 2025 $327M 192 EDGAR ↗
2/6/2026 Kingdom Financial Group LLC. Dec 2025 $324M — EDGAR ↗
2/6/2026 Morling Financial Advisors, LLC Dec 2025 $318M 103 EDGAR ↗
2/6/2026 Verde Servicos Internacionais S.A. Dec 2025 $312M — EDGAR ↗
2/6/2026 Hi-Line Capital Management, LLC Dec 2025 $300M 37 EDGAR ↗
2/6/2026 TPG Financial Advisors, LLC Dec 2025 $300M 76 EDGAR ↗
2/6/2026 Harmony Asset Management Llc Dec 2025 $298M — EDGAR ↗
2/6/2026 Wrapmanager Inc Dec 2025 $296M 140 EDGAR ↗
2/6/2026 Forum Private Client Group LLC Dec 2025 $293M — EDGAR ↗
2/6/2026 Synergy Investment Management, LLC Dec 2025 $283M — EDGAR ↗
2/6/2026 Flynn Zito Capital Management, Llc Dec 2025 $280M 140 EDGAR ↗
2/6/2026 Mullooly Asset Management, Inc. Dec 2025 $273M 51 EDGAR ↗
2/6/2026 Kennedy Investment Group, Inc. Dec 2025 $265M — EDGAR ↗
2/6/2026 AF Advisors, Inc. Dec 2025 $263M — EDGAR ↗
2/6/2026 Lloyd Advisory Services, LLC. Dec 2025 $258M 563 EDGAR ↗
2/6/2026 Saranac Partners Ltd Dec 2025 $256M — EDGAR ↗
2/6/2026 SGL Investment Advisors, Inc. Dec 2025 $250M 126 EDGAR ↗
2/6/2026 AAF Wealth Management, LLC Dec 2025 $237M 56 EDGAR ↗
2/6/2026 Gables Capital Management Inc. Dec 2025 $237M 463 EDGAR ↗
2/6/2026 Fairtree Asset Management (Pty) Ltd Dec 2025 $217M — EDGAR ↗
Page 324 of 507  ·  10,135 filings
← Prev 1… 322 323 324 325 326 …507 Next →