BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗
|
Page 449 of 507  ·  10,139 filings
← Prev 1… 447 448 449 450 451 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/9/2026 Somerset Trust Co Dec 2025 $327M 226 EDGAR ↗
1/9/2026 jvl associates llc Dec 2025 $307M 63 EDGAR ↗
1/9/2026 Cambridge Financial Group, LLC Dec 2025 $288M 169 EDGAR ↗
1/9/2026 Friday Financial Dec 2025 $284M 90 EDGAR ↗
1/9/2026 Elevation Wealth Partners, Llc Dec 2025 $282M 959 EDGAR ↗
1/9/2026 Silver Lake Advisory, LLC Dec 2025 $258M 103 EDGAR ↗
1/9/2026 Dopkins Wealth Management, Llc Dec 2025 $245M 81 EDGAR ↗
1/9/2026 Aurelius Family Office LLC Dec 2025 $233M 48 EDGAR ↗
1/9/2026 Pacifica Partners Inc. Dec 2025 $225M 458 EDGAR ↗
1/9/2026 GEM Asset Management, LLC Dec 2025 $224M 107 EDGAR ↗
1/9/2026 FOCUS Wealth Advisors, LLC Dec 2025 $215M 58 EDGAR ↗
1/9/2026 Hardin Capital Partners, LLC Dec 2025 $212M 132 EDGAR ↗
1/9/2026 Constitution Capital LLC Dec 2025 $211M 64 EDGAR ↗
1/9/2026 Westview Management dba Westview Investment Advisors Dec 2025 $210M 75 EDGAR ↗
1/9/2026 Murphy, Middleton, Hinkle & Parker, Inc. Dec 2025 $207M 133 EDGAR ↗
1/9/2026 Aull & Monroe Investment Management Corp Dec 2025 $200M 120 EDGAR ↗
1/9/2026 IFS Advisors, LLC Dec 2025 $192M 193 EDGAR ↗
1/9/2026 Baron Financial Group, LLC Dec 2025 $187M 57 EDGAR ↗
1/9/2026 Rf&L Wealth Management, Llc Dec 2025 $178M 62 EDGAR ↗
1/9/2026 Independence Wealth Advisors, LLC Dec 2025 $178M 83 EDGAR ↗
Page 449 of 507  ·  10,139 filings
← Prev 1… 447 448 449 450 451 …507 Next →