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Portfolio (Quarterly) Guide ↗
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Page 354 of 507  ·  10,135 filings
← Prev 1… 352 353 354 355 356 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/2/2026 Millstone Evans Group, LLC Dec 2025 $170M 857 EDGAR ↗
2/2/2026 Eq Wealth Advisors, Llc Dec 2025 $169M 259 EDGAR ↗
2/2/2026 Tevis Investment Management Dec 2025 $166M 106 EDGAR ↗
2/2/2026 Pillar Financial Advisors, LLC Dec 2025 $166M 111 EDGAR ↗
2/2/2026 Bullseye Investment Management, LLC Sep 2025 $164M 91 EDGAR ↗
2/2/2026 Syntax Research, Inc. Dec 2025 $162M 193 EDGAR ↗
2/2/2026 Del-Sette Capital Management, LLC Dec 2025 $162M 54 EDGAR ↗
2/2/2026 Alpha Wealth Funds, LLC Dec 2025 $162M 51 EDGAR ↗
2/2/2026 Grantvest Financial Group LLC Dec 2025 $156M 183 EDGAR ↗
2/2/2026 Hidden Cove Wealth Management, LLC Dec 2025 $155M 102 EDGAR ↗
2/2/2026 Aurora Private Wealth, Inc. Dec 2025 $152M 163 EDGAR ↗
2/2/2026 Brooktree Capital Management Dec 2025 $150M 41 EDGAR ↗
2/2/2026 Sagace Wealth Management LLC Dec 2025 $147M 71 EDGAR ↗
2/2/2026 Longview Financial Advisors, Inc. Dec 2025 $147M 46 EDGAR ↗
2/2/2026 Chicago Capital Management, LLC Dec 2025 $147M 43 EDGAR ↗
2/2/2026 Chapman Financial Group, Llc Dec 2025 $147M 305 EDGAR ↗
2/2/2026 Retirement Planning Group, Llc / Ny Dec 2025 $147M 87 EDGAR ↗
2/2/2026 FSA Advisors, Inc. Dec 2025 $144M 215 EDGAR ↗
2/2/2026 Welch Financial Planning, LLC Dec 2025 $137M 60 EDGAR ↗
2/2/2026 Carbahal Olsen Financial Services Group, LLC Dec 2025 $130M 42 EDGAR ↗
Page 354 of 507  ·  10,135 filings
← Prev 1… 352 353 354 355 356 …507 Next →