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Portfolio (Quarterly) Guide ↗
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Page 330 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/5/2026 Am Investment Strategies Llc Dec 2025 $481M — EDGAR ↗
2/5/2026 Castle Rock Wealth Management, LLC Dec 2025 $463M — EDGAR ↗
2/5/2026 Gr Financial Group, Llc Dec 2025 $445M — EDGAR ↗
2/5/2026 Petix & Botte Co Dec 2025 $441M — EDGAR ↗
2/5/2026 Paulson Wealth Management Inc. Dec 2025 $433M — EDGAR ↗
2/5/2026 Atlas Private Wealth Advisors Dec 2025 $428M — EDGAR ↗
2/5/2026 Tejara Capital Ltd Dec 2025 $425M — EDGAR ↗
2/5/2026 Wealthspring Capital LLC Dec 2025 $424M — EDGAR ↗
2/5/2026 AMJ Financial Wealth Management Dec 2025 $423M — EDGAR ↗
2/5/2026 Granite Bay Wealth Management, LLC Dec 2025 $416M — EDGAR ↗
2/5/2026 Duncan Williams Asset Management, LLC Dec 2025 $402M — EDGAR ↗
2/5/2026 Astoria Strategic Wealth, Inc. Dec 2025 $397M — EDGAR ↗
2/5/2026 Sequent Planning LLC Dec 2025 $393M — EDGAR ↗
2/5/2026 Wim Investment Management Ltd Dec 2025 $387M — EDGAR ↗
2/5/2026 Roberts Glore & Co Inc /Il/ Dec 2025 $375M — EDGAR ↗
2/5/2026 Fulcrum Asset Management LLP Dec 2025 $359M 182 EDGAR ↗
2/5/2026 Chase Investment Counsel Corp Dec 2025 $358M — EDGAR ↗
2/5/2026 PCG Wealth Advisors, LLC Dec 2025 $353M — EDGAR ↗
2/5/2026 O'Brien Greene & Co. Inc Dec 2025 $337M — EDGAR ↗
2/5/2026 Atlas Wealth LLC Dec 2025 $329M — EDGAR ↗
Page 330 of 507  ·  10,135 filings
← Prev 1… 328 329 330 331 332 …507 Next →