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Portfolio (Quarterly) Guide ↗
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Page 447 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/9/2026 Congress Asset Management Co Dec 2025 $14.2B 381 EDGAR ↗
1/9/2026 Diversified Trust Co Dec 2025 $5.4B 1,217 EDGAR ↗
1/9/2026 Dynamic Advisor Solutions LLC Dec 2025 $3.1B 932 EDGAR ↗
1/9/2026 Capital Asset Advisory Services LLC Dec 2025 $2.5B 289 EDGAR ↗
1/9/2026 Community Trust & Investment Co Dec 2025 $1.9B 263 EDGAR ↗
1/9/2026 Charles Schwab Trust Co Dec 2025 $1.5B 171 EDGAR ↗
1/9/2026 Appleton Partners Inc/Ma Dec 2025 $1.5B 263 EDGAR ↗
1/9/2026 First Heartland Consultants, Inc. Dec 2025 $1.3B 533 EDGAR ↗
1/9/2026 Seilern Investment Management Ltd Dec 2025 $1.3B 24 EDGAR ↗
1/9/2026 Teamwork Financial Advisors, LLC Dec 2025 $990M 205 EDGAR ↗
1/9/2026 Graves Light Lenhart Wealth, Inc. Dec 2025 $943M 191 EDGAR ↗
1/9/2026 180 Wealth Advisors, Llc Dec 2025 $878M 471 EDGAR ↗
1/9/2026 Bdf-Gestion Dec 2025 $818M 147 EDGAR ↗
1/9/2026 Inspirion Wealth Advisors, Llc Dec 2025 $817M 169 EDGAR ↗
1/9/2026 Peterson Wealth Advisors, LLC Dec 2025 $750M 107 EDGAR ↗
1/9/2026 Affinity Capital Advisors, LLC Dec 2025 $723M 173 EDGAR ↗
1/9/2026 Breakwater Capital Group Dec 2025 $717M 352 EDGAR ↗
1/9/2026 Central Bank & Trust Co Dec 2025 $647M 209 EDGAR ↗
1/9/2026 Montecito Bank & Trust Dec 2025 $627M 441 EDGAR ↗
1/9/2026 Dudley & Shanley, Inc. Dec 2025 $622M 34 EDGAR ↗
Page 447 of 507  ·  10,139 filings
← Prev 1… 445 446 447 448 449 …507 Next →