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Portfolio (Quarterly) Guide ↗
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Page 450 of 507  ·  10,139 filings
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/9/2026 Ptm Wealth Management, Llc Dec 2025 $177M 56 EDGAR ↗
1/9/2026 Crocodile Capital Partners GmbH Dec 2025 $167M 15 EDGAR ↗
1/9/2026 Capstone Wealth Management Group LLC Dec 2025 $165M 129 EDGAR ↗
1/9/2026 ZynergyRetirementPlanningLLC Dec 2025 $163M 27 EDGAR ↗
1/9/2026 Cultivar Capital, Inc. Dec 2025 $156M 43 EDGAR ↗
1/9/2026 Silvia Mccoll Wealth Management, Llc Dec 2025 $150M 116 EDGAR ↗
1/9/2026 Partnership Wealth Management, LLC Dec 2025 $139M 68 EDGAR ↗
1/9/2026 Post Resch Tallon Group Inc. Dec 2025 $118M 109 EDGAR ↗
1/9/2026 Lwm Advisors Inc Dec 2025 $114M 29 EDGAR ↗
1/9/2026 Capital CS Group, LLC Dec 2025 $65M 73 EDGAR ↗
1/9/2026 Carolinas Wealth Consulting Llc Dec 2025 $1 1 EDGAR ↗
1/8/2026 Nordea Investment Management Ab Dec 2025 $116.4B 1,984 EDGAR ↗
1/8/2026 Wealth Enhancement Advisory Services, Llc Dec 2025 $73.7B 3,925 EDGAR ↗
1/8/2026 Sarasin & Partners LLP Dec 2025 $9.6B 77 EDGAR ↗
1/8/2026 Gradient Investments LLC Dec 2025 $6.3B 343 EDGAR ↗
1/8/2026 NorthCrest Asset Manangement, LLC Dec 2025 $4.5B 821 EDGAR ↗
1/8/2026 Fulton Bank, N.A. Dec 2025 $2.9B 1,024 EDGAR ↗
1/8/2026 Wedmont Private Capital Dec 2025 $2.9B 806 EDGAR ↗
1/8/2026 Legacy Private Trust Co. Dec 2025 $1.7B 344 EDGAR ↗
1/8/2026 Stephens Group Asset Management, Llc Dec 2025 $1.5B 26 EDGAR ↗
Page 450 of 507  ·  10,139 filings