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Portfolio (Quarterly) Guide ↗
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Page 500 of 508  ·  10,141 filings
Filed Fund / Institution Period Portfolio Value Holdings Filing
10/17/2025 Parisi Gray Wealth Management Sep 2025 $384M EDGAR ↗
10/17/2025 BankPlus Trust Department Sep 2025 $374M EDGAR ↗
10/17/2025 Westend Capital Management, LLC Sep 2025 $343M EDGAR ↗
10/17/2025 Srh Advisors, Llc Sep 2025 $343M EDGAR ↗
10/17/2025 Indiana Trust & Investment Management Co Sep 2025 $329M EDGAR ↗
10/17/2025 Lakeridge Wealth Management LLC Sep 2025 $225M EDGAR ↗
10/17/2025 Arcadia Investment Advisors Llc Sep 2025 $206M EDGAR ↗
10/17/2025 Smallwood Wealth Investment Management, LLC Sep 2025 $196M EDGAR ↗
10/17/2025 Retireful, LLC Sep 2025 $103M EDGAR ↗
10/16/2025 Blue Trust, Inc. Sep 2025 $8.9B EDGAR ↗
10/16/2025 Beacon Investment Advisory Services, Inc. Sep 2025 $2.4B EDGAR ↗
10/16/2025 Portman Square Capital LLP Sep 2025 $2.3B EDGAR ↗
10/16/2025 Highland Capital Management, Llc Sep 2025 $2.0B EDGAR ↗
10/16/2025 Rice Hall James & Associates, Llc Sep 2025 $1.8B EDGAR ↗
10/16/2025 Ami Asset Management Corp Sep 2025 $1.8B EDGAR ↗
10/16/2025 Rebalance, Llc Sep 2025 $1.7B EDGAR ↗
10/16/2025 MBL Wealth, LLC Sep 2025 $1.1B EDGAR ↗
10/16/2025 Greenup Street Wealth Management Llc Sep 2025 $651M EDGAR ↗
10/16/2025 Marotta Asset Management Sep 2025 $531M EDGAR ↗
10/16/2025 Raub Brock Capital Management LP Sep 2025 $465M EDGAR ↗
Page 500 of 508  ·  10,141 filings