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Portfolio (Quarterly) Guide ↗
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Page 326 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/6/2026 Blackston Financial Advisory Group, LLC Dec 2025 $164M — EDGAR ↗
2/6/2026 Providence Wealth Advisors, LLC Dec 2025 $160M 89 EDGAR ↗
2/6/2026 Magnolia Private Wealth, LLC Dec 2025 $143M — EDGAR ↗
2/6/2026 Flavin Financial Services, Inc. Sep 2025 $141M 70 EDGAR ↗
2/6/2026 Gambit Capital Management, LLC Dec 2025 $140M 133 EDGAR ↗
2/6/2026 Orca Wealth Management, LLC Dec 2025 $140M — EDGAR ↗
2/6/2026 Vitruvian Partners LLP Dec 2025 $139M — EDGAR ↗
2/6/2026 Aflac Inc Dec 2025 $139M — EDGAR ↗
2/6/2026 Muirfield Wealth Advisors Llc Dec 2025 $136M 75 EDGAR ↗
2/6/2026 Entrust Financial Llc Dec 2025 $135M — EDGAR ↗
2/6/2026 Stolz & Associates, Ps Dec 2025 $130M 32 EDGAR ↗
2/6/2026 Northwest Wealth Advisors, LLC Dec 2025 $128M — EDGAR ↗
2/6/2026 Midwestern Financial, LLC /IA Dec 2025 $121M — EDGAR ↗
2/6/2026 GPS Wealth Strategies Group, LLC Dec 2025 $117M 582 EDGAR ↗
2/6/2026 Nano Cap New Millennium Growth Fund L P Dec 2025 $117M 181 EDGAR ↗
2/6/2026 RD Lewis Holdings, Inc. Dec 2025 $117M 90 EDGAR ↗
2/6/2026 PSP Research LLC Dec 2025 $114M — EDGAR ↗
2/6/2026 Flavin Financial Services, Inc. Jun 2025 $103M 65 EDGAR ↗
2/6/2026 Karras Company, Inc. Dec 2025 $103M 57 EDGAR ↗
2/6/2026 Platt Wealth Management LLC Dec 2025 $101M 44 EDGAR ↗
Page 326 of 507  ·  10,135 filings
← Prev 1… 324 325 326 327 328 …507 Next →