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Portfolio (Quarterly) Guide ↗
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Page 396 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/23/2026 Guidance Capital, Inc Dec 2025 $409M 222 EDGAR ↗
1/23/2026 Monarch Capital Management Inc Dec 2025 $407M — EDGAR ↗
1/23/2026 Brown, Lisle/Cummings, Inc. Dec 2025 $406M — EDGAR ↗
1/23/2026 KG&L Capital Management,LLC Dec 2025 $403M 227 EDGAR ↗
1/23/2026 Natural Investments, Llc Dec 2025 $402M 280 EDGAR ↗
1/23/2026 RFG Holdings, Inc. Dec 2025 $399M — EDGAR ↗
1/23/2026 Kelly Financial Group Llc Dec 2025 $393M — EDGAR ↗
1/23/2026 Investment Advisory Group, LLC Dec 2025 $389M 194 EDGAR ↗
1/23/2026 Peak Financial Management, Inc. Dec 2025 $388M — EDGAR ↗
1/23/2026 Prism Advisors, Inc. Dec 2025 $375M — EDGAR ↗
1/23/2026 Ogorek Anthony Joseph /Ny/ /Adv Dec 2025 $364M — EDGAR ↗
1/23/2026 Atwater Malick LLC Dec 2025 $363M 90 EDGAR ↗
1/23/2026 Westbourne Investment Advisors, Inc. Dec 2025 $362M — EDGAR ↗
1/23/2026 Brown Miller Wealth Management, LLC Dec 2025 $362M — EDGAR ↗
1/23/2026 Highland Financial Advisors, LLC Dec 2025 $361M 66 EDGAR ↗
1/23/2026 Capital Planning LLC Dec 2025 $357M 84 EDGAR ↗
1/23/2026 Financial Advisory Partners, Llc Dec 2025 $355M — EDGAR ↗
1/23/2026 Steph & Co Dec 2025 $347M — EDGAR ↗
1/23/2026 Bouvel Investment Partners, LLC Dec 2025 $347M — EDGAR ↗
1/23/2026 Oxler Private Wealth LLC Dec 2025 $345M 90 EDGAR ↗
Page 396 of 507  ·  10,135 filings
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