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Portfolio (Quarterly) Guide ↗
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Page 400 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/23/2026 Ti-Trust, Inc Dec 2025 $162M 129 EDGAR ↗
1/23/2026 Atala Financial Inc Dec 2025 $157M 122 EDGAR ↗
1/23/2026 Palouse Capital Management, Inc. Dec 2025 $156M 162 EDGAR ↗
1/23/2026 Sippican Capital Advisors Dec 2025 $156M — EDGAR ↗
1/23/2026 Ball & Co Wealth Management Inc. Dec 2025 $155M — EDGAR ↗
1/23/2026 Elevate Capital Advisors, LLC Dec 2025 $151M 78 EDGAR ↗
1/23/2026 Valley Brook Capital Group, Inc. Dec 2025 $151M 120 EDGAR ↗
1/23/2026 Fortune Financial Advisors, LLC Dec 2025 $148M 99 EDGAR ↗
1/23/2026 Community Bank of Raymore Dec 2025 $147M 121 EDGAR ↗
1/23/2026 Helios Capital Management Pte. Ltd Dec 2025 $146M — EDGAR ↗
1/23/2026 Cathy Pareto & Associates, Inc Dec 2025 $144M — EDGAR ↗
1/23/2026 SpringVest Wealth Management LLC Dec 2025 $144M 73 EDGAR ↗
1/23/2026 S. R. Schill & Associates Dec 2025 $142M — EDGAR ↗
1/23/2026 Kagan Cocozza Asset Management Dec 2025 $141M 64 EDGAR ↗
1/23/2026 Uptown Financial Advisors LLC Dec 2025 $140M 78 EDGAR ↗
1/23/2026 Forefront Wealth Management Inc. Dec 2025 $139M 71 EDGAR ↗
1/23/2026 Summit Financial Consulting LLC Dec 2025 $138M — EDGAR ↗
1/23/2026 Eagle Bay Advisors LLC Dec 2025 $137M — EDGAR ↗
1/23/2026 PMG Wealth Management, Inc. Dec 2025 $136M — EDGAR ↗
1/23/2026 Axos Invest Inc. Dec 2025 $136M — EDGAR ↗
Page 400 of 507  ·  10,135 filings
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