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Portfolio (Quarterly) Guide ↗
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Page 451 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/8/2026 Sound View Wealth Advisors Group, LLC Dec 2025 $1.5B 416 EDGAR ↗
1/8/2026 Armstrong Advisory Group, Inc Dec 2025 $1.5B 954 EDGAR ↗
1/8/2026 Value Partners Investments Inc. Dec 2025 $1.3B 100 EDGAR ↗
1/8/2026 Tompkins Financial Corp Dec 2025 $1.3B 827 EDGAR ↗
1/8/2026 GuoLine Advisory Pte Ltd Dec 2025 $1.1B 23 EDGAR ↗
1/8/2026 Cooper Financial Group Dec 2025 $940M 380 EDGAR ↗
1/8/2026 Gryphon Financial Partners LLC Dec 2025 $935M 350 EDGAR ↗
1/8/2026 Signet Financial Management, Llc Dec 2025 $895M 287 EDGAR ↗
1/8/2026 Grove Bank & Trust Dec 2025 $889M 975 EDGAR ↗
1/8/2026 Occidental Asset Management, LLC Dec 2025 $832M 295 EDGAR ↗
1/8/2026 Versant Capital Management, Inc Dec 2025 $797M 2,639 EDGAR ↗
1/8/2026 Maridea Wealth Management LLC Dec 2025 $666M 402 EDGAR ↗
1/8/2026 Oliver Luxxe Assets LLC Dec 2025 $657M 189 EDGAR ↗
1/8/2026 Financial Management Network Inc Dec 2025 $632M 186 EDGAR ↗
1/8/2026 Lincoln Capital LLC Dec 2025 $552M 131 EDGAR ↗
1/8/2026 Goodman Financial Corp Dec 2025 $528M 71 EDGAR ↗
1/8/2026 M. Kulyk & Associates, LLC Dec 2025 $523M 107 EDGAR ↗
1/8/2026 Regent Peak Wealth Advisors LLC Dec 2025 $507M 192 EDGAR ↗
1/8/2026 Moller Wealth Partners Dec 2025 $478M 69 EDGAR ↗
1/8/2026 Ddfg, Inc Dec 2025 $457M 87 EDGAR ↗
Page 451 of 507  ·  10,139 filings
← Prev 1… 449 450 451 452 453 …507 Next →