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Portfolio (Quarterly) Guide ↗
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Page 403 of 507  ·  10,135 filings
← Prev 1… 401 402 403 404 405 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/22/2026 HHM Wealth Advisors, LLC Dec 2025 $850M — EDGAR ↗
1/22/2026 Cache Advisors, LLC Dec 2025 $814M — EDGAR ↗
1/22/2026 City Holding Co Dec 2025 $813M — EDGAR ↗
1/22/2026 Premier Path Wealth Partners, LLC Dec 2025 $774M — EDGAR ↗
1/22/2026 Foundation Resource Management Inc Dec 2025 $747M — EDGAR ↗
1/22/2026 Alpha Omega Wealth Management LLC Dec 2025 $603M — EDGAR ↗
1/22/2026 Legacy Trust Dec 2025 $535M — EDGAR ↗
1/22/2026 Newman Dignan & Sheerar, Inc. Dec 2025 $480M — EDGAR ↗
1/22/2026 Whitaker-Myers Wealth Managers, LTD. Dec 2025 $479M — EDGAR ↗
1/22/2026 Weaver Capital Management LLC Dec 2025 $474M — EDGAR ↗
1/22/2026 Madrona Financial Services, LLC Dec 2025 $468M — EDGAR ↗
1/22/2026 DeDora Capital, Inc. Dec 2025 $422M — EDGAR ↗
1/22/2026 Hill Island Financial Llc Dec 2025 $418M — EDGAR ↗
1/22/2026 tru Independence LLC Dec 2025 $397M — EDGAR ↗
1/22/2026 Ifrah Financial Services, Inc. Dec 2025 $389M — EDGAR ↗
1/22/2026 BOCHK Asset Management Ltd Dec 2025 $374M — EDGAR ↗
1/22/2026 WealthBridge Investment Counsel Inc. Dec 2025 $333M — EDGAR ↗
1/22/2026 Intergy Private Wealth, LLC Dec 2025 $331M — EDGAR ↗
1/22/2026 Squire Investment Management Company, LLC Dec 2025 $330M — EDGAR ↗
1/22/2026 Fiduciary Planning LLC Dec 2025 $329M — EDGAR ↗
Page 403 of 507  ·  10,135 filings
← Prev 1… 401 402 403 404 405 …507 Next →