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Portfolio (Quarterly) Guide ↗
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Page 340 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/4/2026 WealthTrust Asset Management, LLC Dec 2025 $143M — EDGAR ↗
2/4/2026 Jacksonville Wealth Management, LLC Dec 2025 $141M 74 EDGAR ↗
2/4/2026 Anson Capital, Inc. Dec 2025 $137M 85 EDGAR ↗
2/4/2026 Chapman Investment Management, LLC Dec 2025 $137M — EDGAR ↗
2/4/2026 AGH Wealth Advisors, LLC Dec 2025 $133M 175 EDGAR ↗
2/4/2026 Fairway Financial, LLC Dec 2025 $132M — EDGAR ↗
2/4/2026 Katamaran Capital LLP Dec 2025 $132M 34 EDGAR ↗
2/4/2026 Corus Family Wealth Advisors Dec 2025 $125M 66 EDGAR ↗
2/4/2026 Peak Wealth Management LLC Dec 2025 $120M 51 EDGAR ↗
2/4/2026 Stonebridge Financial Group, LLC / MO Dec 2025 $116M 159 EDGAR ↗
2/4/2026 Nwm Advisors, Llc Dec 2025 $115M — EDGAR ↗
2/4/2026 Investment Advisory Services Group LLC Dec 2025 $113M 31 EDGAR ↗
2/4/2026 Simcoe Capital LLC Dec 2025 $106M 31 EDGAR ↗
2/4/2026 Ebert Capital Management Inc. Dec 2025 $103M 25 EDGAR ↗
2/4/2026 Western Pacific Wealth Management, LP Dec 2025 $103M 181 EDGAR ↗
2/4/2026 Kailix Advisors LLC Dec 2025 $90M 9 EDGAR ↗
2/4/2026 Wedgewood Investors Inc /Pa/ Dec 2025 $88M — EDGAR ↗
2/4/2026 Englebert Financial Advisers, LLC Dec 2025 $87M 53 EDGAR ↗
2/4/2026 BRC-Global BAH Investments Ltd. Dec 2025 $85M 1 EDGAR ↗
2/4/2026 AIFG Consultants Ltd. Dec 2025 $58M 54 EDGAR ↗
Page 340 of 507  ·  10,135 filings
← Prev 1… 338 339 340 341 342 …507 Next →