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Portfolio (Quarterly) Guide ↗
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Page 458 of 507  ·  10,139 filings
← Prev 1… 456 457 458 459 460 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/7/2026 Corsicana & Co. Dec 2025 $178M 259 EDGAR ↗
1/7/2026 Pps&V Asset Management Consultants, Inc. Dec 2025 $172M 41 EDGAR ↗
1/7/2026 Baring Financial LLC Dec 2025 $164M 70 EDGAR ↗
1/7/2026 Panoramic Capital Partners, LLC Dec 2025 $163M 62 EDGAR ↗
1/7/2026 St. Louis Financial Planners Asset Management, LLC Dec 2025 $163M 43 EDGAR ↗
1/7/2026 DecisionMap Wealth Management, LLC Dec 2025 $162M 134 EDGAR ↗
1/7/2026 VERITY Wealth Advisors Dec 2025 $161M 82 EDGAR ↗
1/7/2026 Sterling Manor Financial, LLC Dec 2025 $160M 35 EDGAR ↗
1/7/2026 Retirement Wealth Solutions LLC Dec 2025 $158M 760 EDGAR ↗
1/7/2026 Stonekeep Investments, LLC Dec 2025 $156M 61 EDGAR ↗
1/7/2026 Processus Wealth & Capital Management, LLC Dec 2025 $152M 35 EDGAR ↗
1/7/2026 Winebrenner Capital Management Llc Dec 2025 $150M 138 EDGAR ↗
1/7/2026 Clark & Stuart, Inc Dec 2025 $145M 51 EDGAR ↗
1/7/2026 Bannerman Wealth Management Group, Llc Dec 2025 $141M 33 EDGAR ↗
1/7/2026 Platt Investment Counsel, LLC Dec 2025 $135M 12 EDGAR ↗
1/7/2026 Mfg Wealth Management, Inc. Dec 2025 $128M 61 EDGAR ↗
1/7/2026 American Asset Management Inc. Dec 2025 $118M 35 EDGAR ↗
1/7/2026 Qp Wealth Management, Llc Dec 2025 $113M 105 EDGAR ↗
1/7/2026 Green Alpha Advisors, LLC Dec 2025 $109M 115 EDGAR ↗
1/7/2026 Stonebridge Wealth Management, LLC Dec 2025 $106M 38 EDGAR ↗
Page 458 of 507  ·  10,139 filings
← Prev 1… 456 457 458 459 460 …507 Next →