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Portfolio (Quarterly) Guide ↗
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Page 457 of 507  ·  10,139 filings
← Prev 1… 455 456 457 458 459 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/7/2026 Private Client Services, Llc Dec 2025 $320M 193 EDGAR ↗
1/7/2026 Norman Fields, Gottscho Capital Management, LLC Dec 2025 $310M 61 EDGAR ↗
1/7/2026 Vigilare Wealth Management Dec 2025 $297M 116 EDGAR ↗
1/7/2026 Tounjian Advisory Partners, Llc Dec 2025 $295M 150 EDGAR ↗
1/7/2026 Aventura Private Wealth, LLC Dec 2025 $278M 859 EDGAR ↗
1/7/2026 Holistic Financial Partners Dec 2025 $276M 136 EDGAR ↗
1/7/2026 Aventura Private Wealth, LLC Sep 2025 $271M 808 EDGAR ↗
1/7/2026 Everpar Advisors Llc Dec 2025 $270M 268 EDGAR ↗
1/7/2026 AAFMAA Wealth Management & Trust LLC Dec 2025 $255M 122 EDGAR ↗
1/7/2026 Bay Rivers Group Dec 2025 $247M 97 EDGAR ↗
1/7/2026 IMPACTfolio, LLC Dec 2025 $238M 36 EDGAR ↗
1/7/2026 Melone Private Wealth, LLC Dec 2025 $236M 58 EDGAR ↗
1/7/2026 Exeter Financial, LLC Dec 2025 $235M 97 EDGAR ↗
1/7/2026 New England Research & Management, Inc. Dec 2025 $229M 144 EDGAR ↗
1/7/2026 Tealwood Asset Management Inc Dec 2025 $223M 119 EDGAR ↗
1/7/2026 Lakeridge Wealth Management LLC Dec 2025 $220M 156 EDGAR ↗
1/7/2026 Epiq Partners, Llc Dec 2025 $214M 75 EDGAR ↗
1/7/2026 Innova Wealth Partners Dec 2025 $198M 151 EDGAR ↗
1/7/2026 Lake Hills Wealth Management, LLC Dec 2025 $192M 58 EDGAR ↗
1/7/2026 Envision Financial LLC Dec 2025 $189M 42 EDGAR ↗
Page 457 of 507  ·  10,139 filings
← Prev 1… 455 456 457 458 459 …507 Next →