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Portfolio (Quarterly) Guide ↗
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Page 348 of 507  ·  10,135 filings
← Prev 1… 346 347 348 349 350 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/2/2026 Heritage Financial Services, LLC Dec 2025 $1.2B 126 EDGAR ↗
2/2/2026 Estate Counselors, LLC Dec 2025 $1.2B 90 EDGAR ↗
2/2/2026 SNS Financial Group, LLC Dec 2025 $1.2B 315 EDGAR ↗
2/2/2026 Verus Financial Partners, Inc. Dec 2025 $1.1B 115 EDGAR ↗
2/2/2026 Vista Capital Partners, Inc. Dec 2025 $1.0B 152 EDGAR ↗
2/2/2026 Planning Center, Inc. Dec 2025 $979M 76 EDGAR ↗
2/2/2026 Legacy Edge Advisors, LLC Dec 2025 $914M 217 EDGAR ↗
2/2/2026 Souders Financial Advisors Dec 2025 $873M 208 EDGAR ↗
2/2/2026 Ascent Wealth Partners, LLC Dec 2025 $869M 183 EDGAR ↗
2/2/2026 One Wealth Advisors, LLC Dec 2025 $818M 298 EDGAR ↗
2/2/2026 Academy Capital Management Dec 2025 $753M 42 EDGAR ↗
2/2/2026 Capital Investment Counsel, LLC Dec 2025 $720M 140 EDGAR ↗
2/2/2026 KPP Advisory Services LLC Dec 2025 $689M 328 EDGAR ↗
2/2/2026 Wilkins Investment Counsel Inc Dec 2025 $686M 120 EDGAR ↗
2/2/2026 Allegheny Financial Group Dec 2025 $676M 286 EDGAR ↗
2/2/2026 Triasima Portfolio Management inc. Dec 2025 $668M 143 EDGAR ↗
2/2/2026 Cornerstone Planning Group LLC Dec 2025 $641M 1,709 EDGAR ↗
2/2/2026 Woodard & Co Asset Management Group Inc /Adv Dec 2025 $632M 171 EDGAR ↗
2/2/2026 SevenBridge Financial Group, LLC Dec 2025 $622M 208 EDGAR ↗
2/2/2026 Advisors Preferred, LLC Dec 2025 $614M 228 EDGAR ↗
Page 348 of 507  ·  10,135 filings
← Prev 1… 346 347 348 349 350 …507 Next →