BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗
|
Page 391 of 507  ·  10,135 filings
← Prev 1… 389 390 391 392 393 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/26/2026 Nicholson Wealth Management Group, LLC Dec 2025 $170M — EDGAR ↗
1/26/2026 Lakewood Asset Management LLC Dec 2025 $170M — EDGAR ↗
1/26/2026 JGP Global Gestao de Recursos Ltda. Dec 2025 $169M — EDGAR ↗
1/26/2026 Andrews, Lucia Wealth Management Llc Dec 2025 $168M — EDGAR ↗
1/26/2026 Sterling Wealth Advisors Inc Dec 2025 $166M — EDGAR ↗
1/26/2026 Reyes Financial Architecture, Inc. Dec 2025 $164M — EDGAR ↗
1/26/2026 Code Waechter LLC Dec 2025 $156M — EDGAR ↗
1/26/2026 Zeit Capital LLC Dec 2025 $148M — EDGAR ↗
1/26/2026 DeLarme Wealth Management, Inc. Dec 2025 $141M — EDGAR ↗
1/26/2026 Haven Global Partners, LLC Dec 2025 $136M — EDGAR ↗
1/26/2026 Kampmann Melissa S. Dec 2025 $135M — EDGAR ↗
1/26/2026 Farnam Financial LLC Dec 2025 $133M — EDGAR ↗
1/26/2026 Adelphi Trust Co Dec 2025 $123M — EDGAR ↗
1/26/2026 Bretton Capital Management, LLC Dec 2025 $119M — EDGAR ↗
1/26/2026 Luts & Greenleigh Group, Inc. Dec 2025 $118M — EDGAR ↗
1/26/2026 Dynamic Financial Group Dec 2025 $117M — EDGAR ↗
1/26/2026 Apex Wealth Management, LLC Dec 2025 $98M — EDGAR ↗
1/26/2026 Drum Hill Capital, LLC Dec 2025 $96M — EDGAR ↗
1/26/2026 Turner Capital Investments, LLC Dec 2025 $88M — EDGAR ↗
1/26/2026 Riverview Trust Co Dec 2025 $83M — EDGAR ↗
Page 391 of 507  ·  10,135 filings
← Prev 1… 389 390 391 392 393 …507 Next →