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Portfolio (Quarterly) Guide ↗
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Page 405 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/22/2026 Washburn Capital Management, Inc. Dec 2025 $182M — EDGAR ↗
1/22/2026 Echo Wealth Management, LLC Dec 2025 $171M — EDGAR ↗
1/22/2026 Upper Left Wealth Management, LLC Dec 2025 $164M — EDGAR ↗
1/22/2026 Capstone Capital Llc Dec 2025 $154M — EDGAR ↗
1/22/2026 Nautilus Advisors LLC Dec 2025 $153M — EDGAR ↗
1/22/2026 Cascade Investment Group, Inc. Dec 2025 $150M — EDGAR ↗
1/22/2026 Columbia Advisory Partners Llc Dec 2025 $147M — EDGAR ↗
1/22/2026 Comprehensive Money Management Services LLC Dec 2025 $145M — EDGAR ↗
1/22/2026 Accordant Advisory Group Inc Dec 2025 $145M — EDGAR ↗
1/22/2026 Lesa Sroufe & Co Dec 2025 $134M — EDGAR ↗
1/22/2026 Trium Capital LLP Dec 2025 $129M — EDGAR ↗
1/22/2026 Campbell Deegan Wealth Management, LLC Dec 2025 $124M — EDGAR ↗
1/22/2026 Mh & Associates Securities Management Corp /Adv Dec 2025 $122M — EDGAR ↗
1/22/2026 Kennebec Savings Bank Dec 2025 $116M — EDGAR ↗
1/22/2026 Robert B. Daugherty Foundation Dec 2025 $101M — EDGAR ↗
1/22/2026 Garrison Bradford & Associates Inc Dec 2025 $92M — EDGAR ↗
1/22/2026 LDR Capital Management LLC Dec 2025 $72M — EDGAR ↗
1/22/2026 FSC Wealth Advisors, LLC Dec 2025 $62M — EDGAR ↗
1/21/2026 Modera Wealth Management, LLC Dec 2025 $8.6B 643 EDGAR ↗
1/21/2026 Prime Capital Investment Advisors, LLC Dec 2025 $8.2B 1,044 EDGAR ↗
Page 405 of 507  ·  10,135 filings
← Prev 1… 403 404 405 406 407 …507 Next →