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Portfolio (Quarterly) Guide ↗
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Page 477 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
11/10/2025 Dakota Wealth Management Sep 2025 $5.0B — EDGAR ↗
11/10/2025 First Financial Bankshares Inc Sep 2025 $4.9B — EDGAR ↗
11/10/2025 Sigma Planning Corp Sep 2025 $3.5B — EDGAR ↗
11/10/2025 Equitable Trust Co Sep 2025 $2.2B — EDGAR ↗
11/10/2025 Efficient Advisors, LLC Sep 2025 $1.8B — EDGAR ↗
11/10/2025 Monaco Asset Management SAM Sep 2025 $1.6B — EDGAR ↗
11/10/2025 Mcdonald Capital Investors Inc/Ca Sep 2025 $1.6B — EDGAR ↗
11/10/2025 Delta Accumulation, LLC Sep 2025 $1.6B — EDGAR ↗
11/10/2025 Sound View Wealth Advisors Group, LLC Sep 2025 $1.5B — EDGAR ↗
11/10/2025 Lutz Financial Services LLC Sep 2025 $1.4B — EDGAR ↗
11/10/2025 Journey Advisory Group, LLC Sep 2025 $1.4B — EDGAR ↗
11/10/2025 First Heartland Consultants, Inc. Sep 2025 $1.2B — EDGAR ↗
11/10/2025 Private Advisory Group LLC Sep 2025 $1.2B — EDGAR ↗
11/10/2025 China Universal Asset Management Co., Ltd. Sep 2025 $1.2B — EDGAR ↗
11/10/2025 Pekin Hardy Strauss, Inc. Sep 2025 $997M — EDGAR ↗
11/10/2025 D'Orazio & Associates, Inc. Sep 2025 $757M — EDGAR ↗
11/10/2025 Geometric Wealth Advisors Sep 2025 $751M — EDGAR ↗
11/10/2025 Colonial Trust Co / SC Sep 2025 $742M — EDGAR ↗
11/10/2025 Intelligence Driven Advisers, LLC Sep 2025 $721M — EDGAR ↗
11/10/2025 Advisors Preferred, LLC Sep 2025 $677M — EDGAR ↗
Page 477 of 507  ·  10,139 filings
← Prev 1… 475 476 477 478 479 …507 Next →