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Portfolio (Quarterly) Guide ↗
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Page 349 of 507  ·  10,135 filings
← Prev 1… 347 348 349 350 351 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/2/2026 Opes Wealth Management LLC Dec 2025 $613M 148 EDGAR ↗
2/2/2026 Capital Management Corp /Va Dec 2025 $610M 74 EDGAR ↗
2/2/2026 Citizens Business Bank Dec 2025 $605M 226 EDGAR ↗
2/2/2026 Partners in Financial Planning Dec 2025 $591M 115 EDGAR ↗
2/2/2026 Gibraltar Capital Management, Inc. Dec 2025 $588M 115 EDGAR ↗
2/2/2026 Ellis Investment Partners, LLC Dec 2025 $573M 251 EDGAR ↗
2/2/2026 Bellecapital International Ltd. Dec 2025 $563M 129 EDGAR ↗
2/2/2026 Winslow Asset Management Inc Dec 2025 $542M 79 EDGAR ↗
2/2/2026 LMG Wealth Partners, LLC Dec 2025 $536M 153 EDGAR ↗
2/2/2026 Long Run Wealth Advisors, LLC Dec 2025 $531M 106 EDGAR ↗
2/2/2026 Ashton Thomas Securities, Llc Dec 2025 $527M 297 EDGAR ↗
2/2/2026 Headinvest, Llc Dec 2025 $503M 215 EDGAR ↗
2/2/2026 Manhattan West Asset Management, LLC Dec 2025 $489M 141 EDGAR ↗
2/2/2026 Altrius Capital Management Inc Dec 2025 $472M 86 EDGAR ↗
2/2/2026 Uptick Partners, Llc Dec 2025 $469M 326 EDGAR ↗
2/2/2026 Alliance Wealth Advisors, LLC /UT Dec 2025 $462M 250 EDGAR ↗
2/2/2026 Essex Bank Dec 2025 $461M 572 EDGAR ↗
2/2/2026 Cypress Point Wealth Management, LLC Dec 2025 $458M 90 EDGAR ↗
2/2/2026 Aikya Investment Management Ltd Dec 2025 $441M 4 EDGAR ↗
2/2/2026 PKS Advisory Services, LLC Dec 2025 $438M 255 EDGAR ↗
Page 349 of 507  ·  10,135 filings
← Prev 1… 347 348 349 350 351 …507 Next →