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Portfolio (Quarterly) Guide ↗
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Page 373 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/28/2026 Quaker Wealth Management, LLC Dec 2025 $316M — EDGAR ↗
1/28/2026 Planned Solutions, Inc. Dec 2025 $312M — EDGAR ↗
1/28/2026 TTP Investments, Inc. Dec 2025 $307M — EDGAR ↗
1/28/2026 Barrett & Company, Inc. Dec 2025 $300M — EDGAR ↗
1/28/2026 Key Client Fiduciary Advisors, LLC Dec 2025 $293M — EDGAR ↗
1/28/2026 G&S Capital LLC Dec 2025 $283M — EDGAR ↗
1/28/2026 RJA Asset Management LLC Dec 2025 $283M — EDGAR ↗
1/28/2026 Walker Financial Services, Inc. Dec 2025 $276M — EDGAR ↗
1/28/2026 O'Rourke & Company, Inc Dec 2025 $257M — EDGAR ↗
1/28/2026 Cora Capital Advisors Llc Dec 2025 $257M — EDGAR ↗
1/28/2026 Bigelow Investment Advisors, LLC Dec 2025 $256M — EDGAR ↗
1/28/2026 Evergreen Private Wealth LLC Dec 2025 $254M — EDGAR ↗
1/28/2026 Juno Financial Group LLC Dec 2025 $250M — EDGAR ↗
1/28/2026 Retirement Planning Co of New England, Inc. Dec 2025 $249M — EDGAR ↗
1/28/2026 Financial Symmetry Inc Dec 2025 $245M — EDGAR ↗
1/28/2026 Deane Retirement Strategies, Inc. Dec 2025 $242M — EDGAR ↗
1/28/2026 Boyd Wealth Management, LLC Dec 2025 $236M — EDGAR ↗
1/28/2026 Investmark Advisory Group LLC Dec 2025 $235M — EDGAR ↗
1/28/2026 Trail Ridge Investment Advisors, LLC Dec 2025 $233M — EDGAR ↗
1/28/2026 Cambridge Capital Management, Llc Dec 2025 $223M — EDGAR ↗
Page 373 of 507  ·  10,135 filings
← Prev 1… 371 372 373 374 375 …507 Next →