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Portfolio (Quarterly) Guide ↗
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Page 411 of 507  ·  10,135 filings
← Prev 1… 409 410 411 412 413 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/21/2026 MBE Wealth Management, LLC Dec 2025 $239M — EDGAR ↗
1/21/2026 Ccg Wealth Management, Llc Dec 2025 $233M — EDGAR ↗
1/21/2026 Summa Corp. Dec 2025 $233M — EDGAR ↗
1/21/2026 Citadel Investment Advisory, Inc. Dec 2025 $231M — EDGAR ↗
1/21/2026 Carolina Wealth Advisors, LLC Dec 2025 $224M 272 EDGAR ↗
1/21/2026 Step Capital Management Pte. Ltd. Dec 2025 $218M 26 EDGAR ↗
1/21/2026 Finley Financial, LLC Dec 2025 $218M 109 EDGAR ↗
1/21/2026 Hrc Wealth Management, Llc Dec 2025 $209M 56 EDGAR ↗
1/21/2026 V2 Financial group LLC Dec 2025 $203M — EDGAR ↗
1/21/2026 Beaumont Asset Management, L.L.C. Dec 2025 $200M 71 EDGAR ↗
1/21/2026 Planning Directions Inc Dec 2025 $198M — EDGAR ↗
1/21/2026 Signature Resources Capital Management, LLC Dec 2025 $198M 694 EDGAR ↗
1/21/2026 Main Line Retirement Advisors, LLC Dec 2025 $198M 46 EDGAR ↗
1/21/2026 Clayton Financial Group LLC Dec 2025 $196M — EDGAR ↗
1/21/2026 Center For Asset Management LLC Dec 2025 $191M — EDGAR ↗
1/21/2026 Kentucky Trust Co Dec 2025 $189M 304 EDGAR ↗
1/21/2026 Brown Shipley& Co Ltd Dec 2025 $187M — EDGAR ↗
1/21/2026 Pacific Point Advisors, LLC Dec 2025 $187M — EDGAR ↗
1/21/2026 Base Wealth Management LLC Dec 2025 $186M — EDGAR ↗
1/21/2026 Wernau Asset Management Inc. Dec 2025 $185M 49 EDGAR ↗
Page 411 of 507  ·  10,135 filings
← Prev 1… 409 410 411 412 413 …507 Next →