Retirement Investment Advisors reports $1.43 billion AUM
Retirement Investment Advisors, Inc. disclosed $1.43 billion in assets under management as of September 30, 2026, highlighting its investment strategies.
Global X Japan reports $2.46 billion in 13F-HR filing
Global X Japan Co., Ltd. reveals a portfolio value of $2.46 billion in its latest 13F-HR filing, showcasing strategic investments across various sectors.
RMR Wealth Builders reports $1.72B in latest holdings
RMR Wealth Builders discloses $1.72 billion in investments, showcasing major holdings in tech and healthcare firms, reflecting strategic positioning.
Baring Asset Management files 13F notice on investment changes
Baring Asset Management (Asia) Ltd files a 13F notice, signaling potential shifts in investment strategy amid changing market conditions.
CFG Wealth Management Services reports $108.98 million in assets
CFG Wealth Management Services, Inc. reports $108.98 million in assets across 155 positions in its latest SEC filing, reflecting strategic investment decisions.
Wilsey Asset Management reports $681.15 million in holdings
Wilsey Asset Management Inc. reveals $681.15 million in holdings in its latest 13F-HR filing, reflecting its investment strategy as of September 30, 2026.
Fulcrum Equity Management Reports $125M Portfolio Value Increase
Fulcrum Equity Management's recent filing shows a portfolio valued at over $125 million, emphasizing strategic investments in technology and healthcare sectors.
Gradient Capital Advisors reports $433 million in holdings
Gradient Capital Advisors, LLC reveals $433 million in holdings in its latest 13F-HR filing, reflecting its investment strategy and market positioning.
AssetMark reports $59 billion in assets in latest filing
AssetMark, Inc. reveals over $59 billion in assets under management in its latest 13F-HR filing, reflecting strong growth in the asset management sector.
365 WMG Private Fund I reveals major holdings in 13F-HR report
365 WMG Private Fund I: Primus Fund LLC discloses its significant holdings in major companies in its latest 13F-HR filing, reflecting its investment strategy.
Professionally Managed Portfolios Files Annual Securities Report
Professionally Managed Portfolios files a 24F-2NT, detailing its annual securities sold and redeemed, reflecting significant market trends.
Moran Wealth Management reveals latest investment holdings
Moran Wealth Management, LLC discloses its recent investment holdings, showcasing strategic allocations in diverse sectors amid evolving market conditions.
Virtus Investment Trust Files New Registration Statement
Virtus Investment Trust's new filing allows for expanded investment opportunities, signaling growth in the competitive investment industry.
Perigon Wealth Management reveals $6.5B in latest 13F-HR filing
Perigon Wealth Management's recent 13F-HR filing shows $6.5 billion in holdings, highlighting its investment strategy and market position.
Monument Group Wealth Advisors reports $212.8M in assets
Monument Group Wealth Advisors files 13F-HR, revealing $212.8 million in assets under management as of September 30, 2026.
Marino, Stram & Associates Reports $644 Million Holdings
Marino, Stram & Associates LLC reports $644 million in holdings as of September 30, 2026, highlighting its investment strategies and competitive position.
Pineridge Advisors files 13F Notice for Q3 2026 holdings
Pineridge Advisors LLC files a 13F Notice, revealing changes in its investment strategy as of September 30, 2026, impacting the asset management industry.
Listed Funds Trust Files Certification with SEC
Listed Funds Trust has confirmed its compliance with SEC requirements through a recent filing, enhancing its transparency and accountability.
Broadway Wealth Solutions files 13F-HR for Q3 2026
Broadway Wealth Solutions, Inc. files its 13F-HR, showcasing its investment portfolio as of September 30, 2026, reflecting its strategies in wealth management.
Forum Funds II files summary prospectus for Acuitas Fund
Forum Funds II has filed a summary prospectus for the Acuitas US Microcap Fund, detailing its investment strategy and associated costs.