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Portfolio (Quarterly) Guide ↗
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Page 364 of 507  ·  10,135 filings
← Prev 1… 362 363 364 365 366 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/29/2026 Verdence Capital Advisors LLC Dec 2025 $1.7B 656 EDGAR ↗
1/29/2026 True Link Financial Advisors, LLC Dec 2025 $1.6B — EDGAR ↗
1/29/2026 Nichols & Pratt Advisers Llp /Ma Dec 2025 $1.6B 192 EDGAR ↗
1/29/2026 ProVise Management Group, LLC Dec 2025 $1.4B 257 EDGAR ↗
1/29/2026 Lee Danner & Bass Inc Dec 2025 $1.4B — EDGAR ↗
1/29/2026 Quent Capital, LLC Dec 2025 $1.4B 1,569 EDGAR ↗
1/29/2026 Rockwood Wealth Management, LLC Dec 2025 $1.3B — EDGAR ↗
1/29/2026 Nbc Securities, Inc. Dec 2025 $1.3B — EDGAR ↗
1/29/2026 China Universal Asset Management Co., Ltd. Dec 2025 $1.3B 497 EDGAR ↗
1/29/2026 RMR Wealth Builders Dec 2025 $1.2B 275 EDGAR ↗
1/29/2026 Polaris Capital Management, LLC Dec 2025 $1.2B 89 EDGAR ↗
1/29/2026 Tanglewood Wealth Management, Inc. Dec 2025 $1.1B 35 EDGAR ↗
1/29/2026 Compass Ion Advisors, LLC Dec 2025 $1.0B — EDGAR ↗
1/29/2026 Global Strategic Investment Solutions, LLC Dec 2025 $1.0B 150 EDGAR ↗
1/29/2026 Sentinel Trust Co Lba Dec 2025 $1.0B 133 EDGAR ↗
1/29/2026 Inscription Capital, LLC Dec 2025 $974M 682 EDGAR ↗
1/29/2026 Focused Wealth Management, Inc Dec 2025 $957M 213 EDGAR ↗
1/29/2026 Middleton & Co Inc/Ma Dec 2025 $942M 163 EDGAR ↗
1/29/2026 James Investment Research, Inc. Dec 2025 $916M 361 EDGAR ↗
1/29/2026 Stockman Wealth Management, Inc. Dec 2025 $859M 178 EDGAR ↗
Page 364 of 507  ·  10,135 filings
← Prev 1… 362 363 364 365 366 …507 Next →