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Portfolio (Quarterly) Guide ↗
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Page 416 of 507  ·  10,135 filings
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/20/2026 Pine Harbor Wealth Management, LLC Dec 2025 $326M EDGAR ↗
1/20/2026 Realta Investment Advisors Dec 2025 $306M EDGAR ↗
1/20/2026 Investment Research & Advisory Group, Inc. Dec 2025 $302M EDGAR ↗
1/20/2026 Hall Laurie J Trustee Dec 2025 $301M EDGAR ↗
1/20/2026 Town & Country Bank & Trust CO dba First Bankers Trust CO Dec 2025 $297M EDGAR ↗
1/20/2026 Greenbush Financial Group, LLC Dec 2025 $294M EDGAR ↗
1/20/2026 Miller Wealth Advisors, Llc Dec 2025 $271M 136 EDGAR ↗
1/20/2026 Palisades Investment Partners, LLC Dec 2025 $265M EDGAR ↗
1/20/2026 Hubbell Strickland Wealth Management, LLC Dec 2025 $249M EDGAR ↗
1/20/2026 Reliant Investment Management, LLC Dec 2025 $247M EDGAR ↗
1/20/2026 YANKCOM Partnership Dec 2025 $235M EDGAR ↗
1/20/2026 Midwest Financial Group LLC Dec 2025 $226M EDGAR ↗
1/20/2026 Blue Square Asset Management, Llc Dec 2025 $225M EDGAR ↗
1/20/2026 eCIO, Inc. Dec 2025 $215M EDGAR ↗
1/20/2026 Pflug Koory, LLC Dec 2025 $214M EDGAR ↗
1/20/2026 HMV Wealth Advisors, LLC Dec 2025 $200M EDGAR ↗
1/20/2026 Prospera Capital Management, LLC Dec 2025 $198M EDGAR ↗
1/20/2026 Arta Finance Wealth Management LLC Dec 2025 $196M EDGAR ↗
1/20/2026 Income Research & Management Dec 2025 $190M EDGAR ↗
1/20/2026 Sylvest Advisors, LLC Dec 2025 $187M EDGAR ↗
Page 416 of 507  ·  10,135 filings