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Portfolio (Quarterly) Guide ↗
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Page 445 of 507  ·  10,137 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/12/2026 Private Wealth Group, LLC Dec 2025 $208M — EDGAR ↗
1/12/2026 Castleview Partners, LLC Dec 2025 $202M — EDGAR ↗
1/12/2026 David J Yvars Group Dec 2025 $188M — EDGAR ↗
1/12/2026 Archer Investment Management, LLC Dec 2025 $186M — EDGAR ↗
1/12/2026 Robinson Value Management, Ltd. Dec 2025 $185M — EDGAR ↗
1/12/2026 Tilia Fiduciary Partners, Inc. Dec 2025 $181M — EDGAR ↗
1/12/2026 Byrne Asset Management LLC Dec 2025 $181M — EDGAR ↗
1/12/2026 Ryan Investment Management, Inc. Dec 2025 $181M — EDGAR ↗
1/12/2026 Beacon Financial Strategies CORP Dec 2025 $179M — EDGAR ↗
1/12/2026 Salvus Wealth Management, LLC Dec 2025 $179M — EDGAR ↗
1/12/2026 Orser Capital Management, Llc Dec 2025 $177M — EDGAR ↗
1/12/2026 Optivise Advisory Services LLC Dec 2025 $173M — EDGAR ↗
1/12/2026 Silverberg Bernstein Capital Management LLC Dec 2025 $173M — EDGAR ↗
1/12/2026 Farrell Financial LLC Dec 2025 $170M — EDGAR ↗
1/12/2026 Uhlmann Price Securities, Llc Dec 2025 $169M — EDGAR ↗
1/12/2026 Thompson Davis & Co., Inc. Dec 2025 $167M — EDGAR ↗
1/12/2026 Shotwell Rutter Baer Inc Dec 2025 $167M 39 EDGAR ↗
1/12/2026 Systrade AG Dec 2025 $164M — EDGAR ↗
1/12/2026 Ffg Retirement Advisors Llc Dec 2025 $161M — EDGAR ↗
1/12/2026 Breakthru Advisory Services, Llc Dec 2025 $156M — EDGAR ↗
Page 445 of 507  ·  10,137 filings
← Prev 1… 443 444 445 446 447 …507 Next →