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Portfolio (Quarterly) Guide ↗
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Page 353 of 507  ·  10,135 filings
← Prev 1… 351 352 353 354 355 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/2/2026 Cairn Investment Group, Inc. Dec 2025 $211M 66 EDGAR ↗
2/2/2026 Summit Place Financial Advisors, LLC Dec 2025 $206M 98 EDGAR ↗
2/2/2026 Pachira Investments Inc. Dec 2025 $205M 72 EDGAR ↗
2/2/2026 Signature Wealth Management Partners, LLC Dec 2025 $202M 120 EDGAR ↗
2/2/2026 MN Wealth Advisors, LLC Dec 2025 $198M 123 EDGAR ↗
2/2/2026 Level Wealth Management LLC Dec 2025 $196M 60 EDGAR ↗
2/2/2026 Mission Hills Financial Advisory, LLC Dec 2025 $189M 53 EDGAR ↗
2/2/2026 Gouws Capital LLC Dec 2025 $189M 55 EDGAR ↗
2/2/2026 Riverchase Wealth Management, Llc Dec 2025 $184M 73 EDGAR ↗
2/2/2026 Sachetta, LLC Dec 2025 $183M 1,272 EDGAR ↗
2/2/2026 Independence Asset Advisors, LLC Dec 2025 $181M 18 EDGAR ↗
2/2/2026 Sun Financial Inc Dec 2025 $179M 157 EDGAR ↗
2/2/2026 Everest Management Corp. Dec 2025 $179M 63 EDGAR ↗
2/2/2026 Objectivity Squared, LLC Dec 2025 $179M 57 EDGAR ↗
2/2/2026 Pettee Investors, Inc. Dec 2025 $178M 111 EDGAR ↗
2/2/2026 Guardian Wealth Advisors, LLC Dec 2025 $177M 70 EDGAR ↗
2/2/2026 McHugh Group, LLC Dec 2025 $176M 81 EDGAR ↗
2/2/2026 Golden Road Advisors Llc Dec 2025 $176M 49 EDGAR ↗
2/2/2026 Williams Financial, LLC Dec 2025 $173M 24 EDGAR ↗
2/2/2026 Astra Wealth Partners LLC Dec 2025 $170M 99 EDGAR ↗
Page 353 of 507  ·  10,135 filings
← Prev 1… 351 352 353 354 355 …507 Next →