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Portfolio (Quarterly) Guide ↗
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Page 342 of 507  ·  10,135 filings
← Prev 1… 340 341 342 343 344 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/3/2026 Mgo One Seven Llc Dec 2025 $4.9B — EDGAR ↗
2/3/2026 Grimes & Co Wealth Management, Llc Dec 2025 $4.2B — EDGAR ↗
2/3/2026 Wesbanco Bank Inc Dec 2025 $3.6B — EDGAR ↗
2/3/2026 Diversify Wealth Management, Llc Dec 2025 $2.1B — EDGAR ↗
2/3/2026 Sigma Investment Counselors Inc Dec 2025 $2.0B — EDGAR ↗
2/3/2026 American Assets Investment Management, LLC Dec 2025 $1.4B — EDGAR ↗
2/3/2026 Stack Financial Management, Inc Dec 2025 $1.3B — EDGAR ↗
2/3/2026 Washington Trust Advisors, Inc. Dec 2025 $1.3B — EDGAR ↗
2/3/2026 Credit Industriel Et Commercial Dec 2025 $1.3B — EDGAR ↗
2/3/2026 Elevation Point Wealth Partners, Llc Jun 2025 $1.3B 554 EDGAR ↗
2/3/2026 Falcon Wealth Planning Dec 2025 $1.2B — EDGAR ↗
2/3/2026 Elevation Point Wealth Partners, Llc Mar 2025 $1.2B 538 EDGAR ↗
2/3/2026 Indivisible Partners Dec 2025 $922M — EDGAR ↗
2/3/2026 Financial Partners Group, Inc Dec 2025 $865M — EDGAR ↗
2/3/2026 LaFleur & Godfrey LLC Dec 2025 $826M — EDGAR ↗
2/3/2026 S-Bank Fund Management Ltd Dec 2025 $771M — EDGAR ↗
2/3/2026 K.J. Harrison & Partners Inc Dec 2025 $752M — EDGAR ↗
2/3/2026 Jlb & Associates Inc Dec 2025 $741M — EDGAR ↗
2/3/2026 Acorn Financial Advisory Services Inc /Adv Dec 2025 $678M — EDGAR ↗
2/3/2026 AssuredPartners Investment Advisors, LLC Dec 2025 $672M — EDGAR ↗
Page 342 of 507  ·  10,135 filings
← Prev 1… 340 341 342 343 344 …507 Next →