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Portfolio (Quarterly) Guide ↗
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Page 413 of 507  ·  10,135 filings
← Prev 1… 411 412 413 414 415 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/21/2026 Pine Brook Road Advisors, L.P. Dec 2025 $141M 1 EDGAR ↗
1/21/2026 Persium Advisors, LLC Dec 2025 $139M 62 EDGAR ↗
1/21/2026 Paladin Advisory Group, LLC Dec 2025 $137M 245 EDGAR ↗
1/21/2026 Guild Investment Management, Inc. Dec 2025 $135M — EDGAR ↗
1/21/2026 Intrinsic Value Partners, LLC Dec 2025 $133M — EDGAR ↗
1/21/2026 Daytona Street Capital LLC Dec 2025 $129M 304 EDGAR ↗
1/21/2026 Rydar Equities, Inc. Dec 2025 $128M — EDGAR ↗
1/21/2026 Edmp, Inc. Dec 2025 $122M 68 EDGAR ↗
1/21/2026 William Howard & Co Financial Advisors Inc Dec 2025 $119M — EDGAR ↗
1/21/2026 C2C Wealth Management, LLC Dec 2025 $119M — EDGAR ↗
1/21/2026 Tandem Investment Partners LLC Dec 2025 $119M 70 EDGAR ↗
1/21/2026 4Wealth Advisors, Inc. Dec 2025 $117M 147 EDGAR ↗
1/21/2026 Nestegg Advisors, Inc. Dec 2025 $117M 51 EDGAR ↗
1/21/2026 Cooke Wealth Management, LLC Dec 2025 $115M 37 EDGAR ↗
1/21/2026 Graham Capital Wealth Management, Llc Dec 2025 $109M 63 EDGAR ↗
1/21/2026 Ethos Capital Management, Inc. Dec 2025 $106M 55 EDGAR ↗
1/21/2026 Baer Investment Advisory LLC Dec 2025 $105M 36 EDGAR ↗
1/21/2026 Delphi Management Inc /Ma/ Dec 2025 $103M — EDGAR ↗
1/21/2026 Sensenig Capital Advisors, Inc Dec 2025 $98M — EDGAR ↗
1/21/2026 ProCore Advisors, LLC Dec 2025 $98M — EDGAR ↗
Page 413 of 507  ·  10,135 filings
← Prev 1… 411 412 413 414 415 …507 Next →