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Portfolio (Quarterly) Guide ↗
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Page 492 of 508  ·  10,141 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
10/28/2025 Burrus Financial Services, Inc. Sep 2025 $218M — EDGAR ↗
10/28/2025 Apeiron Capital Ltd Sep 2025 $210M — EDGAR ↗
10/28/2025 Greenhouse Wealth Management, LLC Sep 2025 $167M — EDGAR ↗
10/28/2025 Ariston Services Group Sep 2025 $166M — EDGAR ↗
10/28/2025 Erickson Financial Group, LLC Sep 2025 $159M — EDGAR ↗
10/28/2025 Eq Wealth Advisors, Llc Sep 2025 $152M — EDGAR ↗
10/28/2025 Elevate Capital Advisors, LLC Sep 2025 $143M — EDGAR ↗
10/28/2025 Keystone Financial Services, LLC Sep 2025 $143M — EDGAR ↗
10/28/2025 Forefront Wealth Management Inc. Sep 2025 $136M — EDGAR ↗
10/28/2025 SageOak Financial, LLC Sep 2025 $136M — EDGAR ↗
10/28/2025 Koa Wealth Management, LLC Sep 2025 $135M — EDGAR ↗
10/28/2025 Retirement Planning Group, Llc / Ny Sep 2025 $134M — EDGAR ↗
10/28/2025 Blalock Williams, Llc Sep 2025 $114M — EDGAR ↗
10/28/2025 Cannon Global Investment Management, LLC Sep 2025 $67M — EDGAR ↗
10/28/2025 Deroy & Devereaux Private Investment Counsel Inc Sep 2025 $2M — EDGAR ↗
10/27/2025 Japan Post Holdings Co., Ltd. Sep 2025 $5.8B — EDGAR ↗
10/27/2025 Concurrent Investment Advisors, LLC Sep 2025 $5.8B — EDGAR ↗
10/27/2025 Mackay Shields Llc Sep 2025 $2.9B — EDGAR ↗
10/27/2025 Tokio Marine Asset Management Co Ltd Sep 2025 $2.8B — EDGAR ↗
10/27/2025 Bogart Wealth, LLC Sep 2025 $2.5B — EDGAR ↗
Page 492 of 508  ·  10,141 filings
← Prev 1… 490 491 492 493 494 …508 Next →