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Portfolio (Quarterly) Guide ↗
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Page 379 of 507  ·  10,135 filings
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/27/2026 Financial Advisory Corp Dec 2025 $688M 51 EDGAR ↗
1/27/2026 Fortis Capital Advisors, LLC Dec 2025 $677M 311 EDGAR ↗
1/27/2026 Hudson Edge Investment Partners Inc. Dec 2025 $675M 87 EDGAR ↗
1/27/2026 Horst & Graben Wealth Management LLC Dec 2025 $663M 179 EDGAR ↗
1/27/2026 DSG Capital Advisors, LLC Dec 2025 $656M 119 EDGAR ↗
1/27/2026 Greystone Financial Group, LLC Dec 2025 $641M 97 EDGAR ↗
1/27/2026 Optas, LLC Dec 2025 $639M 1,175 EDGAR ↗
1/27/2026 Security Financial Services, INC. Dec 2025 $637M 212 EDGAR ↗
1/27/2026 SageGuard Financial Group, LLC Dec 2025 $628M 177 EDGAR ↗
1/27/2026 Probity Advisors, Inc. Dec 2025 $624M 232 EDGAR ↗
1/27/2026 Rainey & Randall Wealth Advisors Inc. Dec 2025 $613M 76 EDGAR ↗
1/27/2026 Retirement Income Solutions, Inc Dec 2025 $590M 170 EDGAR ↗
1/27/2026 Duncker Streett & Co Inc Dec 2025 $563M EDGAR ↗
1/27/2026 Summit Wealth Partners, LLC Dec 2025 $541M 203 EDGAR ↗
1/27/2026 Waterfront Wealth Inc. Dec 2025 $526M 273 EDGAR ↗
1/27/2026 Seeds Investor Llc Dec 2025 $522M 266 EDGAR ↗
1/27/2026 Hobart Private Capital, LLC Dec 2025 $512M EDGAR ↗
1/27/2026 Old Second National Bank Of Aurora Dec 2025 $500M 402 EDGAR ↗
1/27/2026 Stordahl Capital Management, Inc. Dec 2025 $486M 63 EDGAR ↗
1/27/2026 Benedict Financial Advisors Inc Dec 2025 $474M 135 EDGAR ↗
Page 379 of 507  ·  10,135 filings