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Portfolio (Quarterly) Guide ↗
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Page 442 of 507  ·  10,137 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/12/2026 Certified Advisory Corp Dec 2025 $1.1B — EDGAR ↗
1/12/2026 Heartwood Wealth Advisors LLC Dec 2025 $1.1B — EDGAR ↗
1/12/2026 Lvm Capital Management Ltd/Mi Dec 2025 $1.1B — EDGAR ↗
1/12/2026 Moody National Bank Trust Division Dec 2025 $1.0B — EDGAR ↗
1/12/2026 Bath Savings Trust Co Dec 2025 $1.0B — EDGAR ↗
1/12/2026 SeaCrest Wealth Management, LLC Dec 2025 $988M — EDGAR ↗
1/12/2026 Curated Wealth Partners LLC Dec 2025 $925M — EDGAR ↗
1/12/2026 Burns J W & Co Inc/Ny Dec 2025 $903M — EDGAR ↗
1/12/2026 Quantum Financial Advisors, LLC Dec 2025 $891M — EDGAR ↗
1/12/2026 Viking Fund Management Llc Dec 2025 $863M — EDGAR ↗
1/12/2026 Howard Financial Services, Ltd. Dec 2025 $855M — EDGAR ↗
1/12/2026 Cullen Investment Group, Ltd. Dec 2025 $771M — EDGAR ↗
1/12/2026 Roble, Belko & Company, Inc Dec 2025 $763M — EDGAR ↗
1/12/2026 Fiduciary Financial Group, Llc Dec 2025 $708M — EDGAR ↗
1/12/2026 Thrive Wealth Management, LLC Dec 2025 $681M — EDGAR ↗
1/12/2026 Harbor Group, Inc. Dec 2025 $668M — EDGAR ↗
1/12/2026 Sentinel Pension Advisors, Llc Dec 2025 $651M — EDGAR ↗
1/12/2026 Gilman Hill Asset Management, LLC Dec 2025 $635M — EDGAR ↗
1/12/2026 First Bank & Trust Dec 2025 $614M — EDGAR ↗
1/12/2026 Perennial Advisors, LLC Dec 2025 $596M — EDGAR ↗
Page 442 of 507  ·  10,137 filings
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