BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗
|
Page 455 of 507  ·  10,139 filings
← Prev 1… 453 454 455 456 457 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/7/2026 TruWealth Advisors, LLC Dec 2025 $2.0B 182 EDGAR ↗
1/7/2026 Procyon Advisors, LLC Dec 2025 $2.0B 561 EDGAR ↗
1/7/2026 Cyndeo Wealth Partners, LLC Dec 2025 $1.9B 477 EDGAR ↗
1/7/2026 Fragasso Financial Advisors Inc Dec 2025 $1.7B 297 EDGAR ↗
1/7/2026 Baldwin Wealth Partners Llc/Ma Dec 2025 $1.6B 292 EDGAR ↗
1/7/2026 Cahaba Wealth Management, Inc. Dec 2025 $1.4B 156 EDGAR ↗
1/7/2026 Harbor Investment Advisory, Llc Dec 2025 $1.3B 1,230 EDGAR ↗
1/7/2026 Magnus Financial Group LLC Dec 2025 $1.3B 419 EDGAR ↗
1/7/2026 Northside Capital Management, LLC Dec 2025 $1.2B 201 EDGAR ↗
1/7/2026 Everhart Financial Group, Inc. Dec 2025 $1.1B 417 EDGAR ↗
1/7/2026 Tetrad Corp Dec 2025 $1.0B 3 EDGAR ↗
1/7/2026 Central Pacific Bank - Trust Division Dec 2025 $815M 923 EDGAR ↗
1/7/2026 Gilbert & Cook, Inc. Dec 2025 $796M 220 EDGAR ↗
1/7/2026 Capital Advantage, Inc. Dec 2025 $741M 149 EDGAR ↗
1/7/2026 Henrickson Nauta Wealth Advisors, Inc. Dec 2025 $678M — EDGAR ↗
1/7/2026 Wilsey Asset Management Inc Dec 2025 $644M 29 EDGAR ↗
1/7/2026 Riversedge Advisors, Llc Dec 2025 $615M 214 EDGAR ↗
1/7/2026 Boston Standard Wealth Management, LLC Dec 2025 $606M 51 EDGAR ↗
1/7/2026 TCP Asset Management, LLC Dec 2025 $594M 111 EDGAR ↗
1/7/2026 Sovereign Financial Group, Inc. Dec 2025 $580M 349 EDGAR ↗
Page 455 of 507  ·  10,139 filings
← Prev 1… 453 454 455 456 457 …507 Next →