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Portfolio (Quarterly) Guide ↗
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Page 372 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/28/2026 Milestone Asset Management, Llc Dec 2025 $530M — EDGAR ↗
1/28/2026 Serenus Wealth Advisors, LLC Dec 2025 $517M — EDGAR ↗
1/28/2026 Paradice Investment Management LLC Dec 2025 $513M — EDGAR ↗
1/28/2026 Cranbrook Wealth Management, LLC Dec 2025 $507M — EDGAR ↗
1/28/2026 Builder Investment Group Inc /Adv Dec 2025 $463M — EDGAR ↗
1/28/2026 Mio Partners, Inc. Dec 2025 $444M — EDGAR ↗
1/28/2026 Laurore Ltd Dec 2025 $436M — EDGAR ↗
1/28/2026 West Michigan Advisors, Llc Dec 2025 $436M — EDGAR ↗
1/28/2026 White Pine Investment CO Dec 2025 $424M — EDGAR ↗
1/28/2026 Briaud Financial Planning Inc Dec 2025 $406M — EDGAR ↗
1/28/2026 Morton Brown Family Wealth, LLC Dec 2025 $367M — EDGAR ↗
1/28/2026 EnRich Financial Partners LLC Dec 2025 $367M — EDGAR ↗
1/28/2026 Proathlete Wealth Management Llc Dec 2025 $367M — EDGAR ↗
1/28/2026 City State Bank Dec 2025 $365M — EDGAR ↗
1/28/2026 PhiloSmith Capital Corp Dec 2025 $364M — EDGAR ↗
1/28/2026 Crown Wealth Group, LLC Dec 2025 $358M — EDGAR ↗
1/28/2026 Field & Main Bank Dec 2025 $347M — EDGAR ↗
1/28/2026 Provident Wealth Management, LLC Dec 2025 $338M — EDGAR ↗
1/28/2026 Accretive Wealth Partners, LLC Dec 2025 $337M — EDGAR ↗
1/28/2026 Hudson Value Partners, LLC Dec 2025 $336M — EDGAR ↗
Page 372 of 507  ·  10,135 filings
← Prev 1… 370 371 372 373 374 …507 Next →