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Portfolio (Quarterly) Guide ↗
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Page 485 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
11/4/2025 Processus Wealth & Capital Management, LLC Sep 2025 $139M — EDGAR ↗
11/4/2025 North Berkeley Wealth Management, LLC Sep 2025 $127M — EDGAR ↗
11/4/2025 Sageworth Trust Co of South Dakota Sep 2025 $106M — EDGAR ↗
11/4/2025 Gritstone Asset Management Llc Sep 2025 $97M — EDGAR ↗
11/4/2025 Hoya Capital Real Estate, LLC Sep 2025 $6M — EDGAR ↗
11/4/2025 Altium Capital Management LLC Sep 2025 $628,262 — EDGAR ↗
11/4/2025 UCLA Foundation Sep 2025 $1 — EDGAR ↗
11/3/2025 Truist Financial Corp Sep 2025 $74.0B — EDGAR ↗
11/3/2025 J. Safra Sarasin Holding AG Sep 2025 $6.2B — EDGAR ↗
11/3/2025 Stonehage Fleming Financial Services Holdings Ltd Sep 2025 $3.5B — EDGAR ↗
11/3/2025 Pittenger & Anderson Inc Sep 2025 $2.7B — EDGAR ↗
11/3/2025 Principle Wealth Partners LLC Sep 2025 $1.7B — EDGAR ↗
11/3/2025 Scion Asset Management Sep 2025 $1.4B 8 —
11/3/2025 Folger Nolan Fleming Douglas Capital Management, Inc Sep 2025 $958M — EDGAR ↗
11/3/2025 GPS Wealth Strategies Group, LLC Sep 2025 $947M — EDGAR ↗
11/3/2025 Sym Financial Corp Sep 2025 $935M — EDGAR ↗
11/3/2025 Cfm Wealth Partners Llc Sep 2025 $689M — EDGAR ↗
11/3/2025 Human Investing LLC Sep 2025 $677M — EDGAR ↗
11/3/2025 KPP Advisory Services LLC Sep 2025 $675M — EDGAR ↗
11/3/2025 DSG Capital Advisors, LLC Sep 2025 $628M — EDGAR ↗
Page 485 of 507  ·  10,139 filings
← Prev 1… 483 484 485 486 487 …507 Next →