CIK 0001600999
Company
MANAGED ASSET PORTFOLIOS, LLC
- Top symbols
- No symbols yet
- Holdings value
- $874.91M
- Location
- Rochester, MI
- Next action
- Open filer profile
500 Wealthiest 'M' SEC Filers
Filter the SEC filer directory by first letter and compare disclosed holdings activity.
CIK 0002109205
Company
McMillan Office, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $870.85M
- Location
- St. Clair Shores, MI
- Next action
- Open filer profile
CIK 0001803227
Company
MATTERN CAPITAL MANAGEMENT, LLC
- Top symbols
- No symbols yet
- Holdings value
- $856.75M
- Location
- Lakewood, CO
- Next action
- Open filer profile
CIK 0001014738
Company
MASTRAPASQUA ASSET MANAGEMENT INC
- Top symbols
- No symbols yet
- Holdings value
- $853.03M
- Location
- Nashville, TN
- Next action
- Open filer profile
CIK 0001964819
Company
McGlone Suttner Wealth Management, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $852.42M
- Location
- Appleton, WI
- Next action
- Open filer profile
CIK 0001666606
Company
Mint Tower Capital Management B.V.
- Top symbols
- No symbols yet
- Holdings value
- $846.95M
- Location
- Amsterdam, Netherlands
- Next action
- Open filer profile
CIK 0001697934
Company
Moloney Securities Asset Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $840.32M
- Location
- Manchester, MO
- Next action
- Open filer profile
CIK 0001781942
Company
Meridian Wealth Partners, LLC
- Top symbols
- No symbols yet
- Holdings value
- $826.11M
- Location
- Exton, PA
- Next action
- Open filer profile
CIK 0001633227
Company
McGowan Group Asset Management, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $822.86M
- Location
- Dallas, TX
- Next action
- Open filer profile
CIK 0001633446
Company
Mirador Capital Partners LP
- Top symbols
- No symbols yet
- Holdings value
- $816.39M
- Location
- Pleasanton, CA
- Next action
- Open filer profile
CIK 0001632105
Company
MITCHELL MCLEOD PUGH & WILLIAMS INC
- Top symbols
- No symbols yet
- Holdings value
- $814.76M
- Location
- Mobile, AL
- Next action
- Open filer profile
CIK 0001439743
Company
Mechanics Bank Trust Department
- Top symbols
- No symbols yet
- Holdings value
- $808.2M
- Location
- Walnut Creek, CA
- Next action
- Open filer profile
CIK 0001844424
Company
Madison Wealth Partners, Inc
- Top symbols
- No symbols yet
- Holdings value
- $785.86M
- Location
- Madison, WI
- Next action
- Open filer profile
CIK 0001395067
Company
Marquette Asset Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $776.36M
- Location
- Minneapolis, MN
- Next action
- Open filer profile
CIK 0001393389
Company
Manchester Capital Management LLC
- Top symbols
- No symbols yet
- Holdings value
- $768.43M
- Location
- Manchester, VT
- Next action
- Open filer profile
CIK 0001599719
Company
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
- Top symbols
- No symbols yet
- Holdings value
- $759.12M
- Location
- Tel Aviv
- Next action
- Open filer profile
CIK 0001833140
Company
McLean Asset Management Corp
- Top symbols
- No symbols yet
- Holdings value
- $756.54M
- Location
- Tysons, VA
- Next action
- Open filer profile
CIK 0002052964
Company
MATAURO, LLC
- Top symbols
- No symbols yet
- Holdings value
- $756.4M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001571355
Individual
Meyer Malka
- Top symbols
- HOOD, ROOT
- Holdings value
- $739.6M
- Location
- Palo Alto, CA
- Next action
- Open filer profile
CIK 0001729854
Company
MainStreet Investment Advisors LLC
- Top symbols
- No symbols yet
- Holdings value
- $734.26M
- Location
- Chicago, IL
- Next action
- Open filer profile
CIK 0001044321
Individual
Austin W. Greenhouse David M. Marxe
- Top symbols
- No symbols yet
- Holdings value
- $733.19M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0000351051
Company
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
- Top symbols
- No symbols yet
- Holdings value
- $732.64M
- Location
- Cambridge, MA
- Next action
- Open filer profile
CIK 0002002628
Company
Morton Capital Management LLC/CA
- Top symbols
- No symbols yet
- Holdings value
- $731.28M
- Location
- Calabasas, CA
- Next action
- Open filer profile
CIK 0001569638
Company
M Holdings Securities, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $731.09M
- Location
- Portland, OR
- Next action
- Open filer profile
CIK 0001590729
Company
Millstreet Capital Management LLC
- Top symbols
- DBD, AAWH
- Holdings value
- $726.12M
- Location
- Boston, MA
- Next action
- Open filer profile
CIK 0001281084
Company
Monarch Alternative Capital LP
- Top symbols
- CGEH, PYYX
- Holdings value
- $722.45M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001056515
Company
MURPHY CAPITAL MANAGEMENT INC
- Top symbols
- No symbols yet
- Holdings value
- $720.17M
- Location
- Bedminster, NJ
- Next action
- Open filer profile
CIK 0001618376
Company
MAGNOLIA GROUP, LLC
- Top symbols
- NNI, RMAX, CRMT
- Holdings value
- $712.27M
- Location
- Omaha, NE
- Next action
- Open filer profile
CIK 0001104186
Company
MASTERS CAPITAL MANAGEMENT LLC
- Top symbols
- No symbols yet
- Holdings value
- $711.32M
- Location
- Atlanta, GA
- Next action
- Open filer profile
CIK 0001767601
Company
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
- Top symbols
- No symbols yet
- Holdings value
- $702.98M
- Location
- Indianapolis, IN
- Next action
- Open filer profile
CIK 0001714506
Company
Mountain Capital Investment Advisors Inc.
- Top symbols
- No symbols yet
- Holdings value
- $700.69M
- Location
- Westminster, CO
- Next action
- Open filer profile
CIK 0001542324
Company
Mraz, Amerine & Associates, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $697.12M
- Location
- Modesto, CA
- Next action
- Open filer profile
CIK 0001784277
Company
Matrix Trust Co
- Top symbols
- No symbols yet
- Holdings value
- $689.54M
- Location
- Denver, CO
- Next action
- Open filer profile
CIK 0001541349
Company
Myriad Asset Management Ltd.
- Top symbols
- No symbols yet
- Holdings value
- $685.89M
- Location
- North Point, Hong Kong
- Next action
- Open filer profile
CIK 0001841496
Company
Marshall Financial Group, LLC
- Top symbols
- No symbols yet
- Holdings value
- $685.71M
- Location
- Hunt Valley, MD
- Next action
- Open filer profile
CIK 0001218735
Company
MASON CAPITAL MANAGEMENT LLC
- Top symbols
- LEGO
- Holdings value
- $679.55M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0002010858
Company
Maia Wealth LLC
- Top symbols
- No symbols yet
- Holdings value
- $677.17M
- Location
- Denver, CO
- Next action
- Open filer profile
CIK 0001767474
Company
MA Private Wealth
- Top symbols
- No symbols yet
- Holdings value
- $671.36M
- Location
- San Carlos, CA
- Next action
- Open filer profile
CIK 0001422508
Company
Montecito Bank & Trust
- Top symbols
- No symbols yet
- Holdings value
- $668.41M
- Location
- Santa Barbara, CA
- Next action
- Open filer profile
CIK 0001162695
Company
MCMORGAN & CO LLC
- Top symbols
- No symbols yet
- Holdings value
- $664.04M
- Location
- San Francisco, CA
- Next action
- Open filer profile
CIK 0001744318
Company
MinichMacGregor Wealth Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $659.19M
- Location
- Saratoga Springs, NY
- Next action
- Open filer profile
CIK 0001609674
Company
Mengis Capital Management, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $657.67M
- Location
- Portland, OR
- Next action
- Open filer profile
CIK 0001080351
Company
MITCHELL CAPITAL MANAGEMENT CO
- Top symbols
- No symbols yet
- Holdings value
- $657.48M
- Location
- Leawood, KS
- Next action
- Open filer profile
CIK 0002110081
Company
Marble Wealth, LLC
- Top symbols
- No symbols yet
- Holdings value
- $653.27M
- Location
- Montgomery, AL
- Next action
- Open filer profile
CIK 0001922875
Company
MAYPORT, LLC
- Top symbols
- No symbols yet
- Holdings value
- $644.81M
- Location
- Newton, MA
- Next action
- Open filer profile
CIK 0001008868
Company
MARTIN & CO INC /TN/
- Top symbols
- No symbols yet
- Holdings value
- $640.11M
- Location
- Knoxville, TN
- Next action
- Open filer profile
CIK 0001708759
Company
Maytus Capital Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $635.73M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0002039437
Company
Martel Wealth Advisors LLC
- Top symbols
- No symbols yet
- Holdings value
- $635.69M
- Location
- Vancouver, WA
- Next action
- Open filer profile
CIK 0001067324
Company
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC
- Top symbols
- No symbols yet
- Holdings value
- $635.37M
- Location
- Boise, ID
- Next action
- Open filer profile
CIK 0001964722
Company
MILESTONE ASSET MANAGEMENT, LLC
- Top symbols
- No symbols yet
- Holdings value
- $634.74M
- Location
- Pittsburgh, PA
- Next action
- Open filer profile
CIK 0001744373
Company
Machina Capital S.A.S.
- Top symbols
- No symbols yet
- Holdings value
- $631.05M
- Location
- Paris
- Next action
- Open filer profile
CIK 0001099762
Company
MARINO, STRAM & ASSOCIATES LLC
- Top symbols
- No symbols yet
- Holdings value
- $627.76M
- Location
- Braintree, MA
- Next action
- Open filer profile
CIK 0001917686
Company
Mason & Associates Inc
- Top symbols
- No symbols yet
- Holdings value
- $619.04M
- Location
- Los Angeles, CA
- Next action
- Open filer profile
CIK 0001842370
Company
M. Kulyk & Associates, LLC
- Top symbols
- No symbols yet
- Holdings value
- $612.87M
- Location
- Decatur, GA
- Next action
- Open filer profile
CIK 0001802376
Company
Mattern Wealth Management LLC
- Top symbols
- No symbols yet
- Holdings value
- $609.34M
- Location
- Lawrence, KS
- Next action
- Open filer profile
CIK 0001705711
Company
Morse Asset Management, Inc
- Top symbols
- No symbols yet
- Holdings value
- $603.83M
- Location
- Darien, CT
- Next action
- Open filer profile
CIK 0001802091
Company
Marotta Asset Management
- Top symbols
- No symbols yet
- Holdings value
- $600.93M
- Location
- Charlottesville, VA
- Next action
- Open filer profile
CIK 0001904770
Company
Manhattan West Asset Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $598.9M
- Location
- Los Angeles, CA
- Next action
- Open filer profile
CIK 0002072353
Company
Meiji Yasuda America Inc
- Top symbols
- No symbols yet
- Holdings value
- $597.57M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0000935359
Company
Matthew Goff Investment Advisor, LLC
- Top symbols
- No symbols yet
- Holdings value
- $592.62M
- Location
- Houston, TX
- Next action
- Open filer profile
CIK 0001688184
Company
MFA WEALTH ADVISORS, LLC
- Top symbols
- No symbols yet
- Holdings value
- $586.31M
- Location
- Pittsburgh, PA
- Next action
- Open filer profile
CIK 0001803662
Company
MAGNOLIA CAPITAL ADVISORS LLC
- Top symbols
- No symbols yet
- Holdings value
- $582.67M
- Location
- Ridgeland, MS
- Next action
- Open filer profile
CIK 0001114702
Company
MARIETTA INVESTMENT PARTNERS LLC
- Top symbols
- No symbols yet
- Holdings value
- $581.69M
- Location
- Milwaukee, WI
- Next action
- Open filer profile
CIK 0000310158
Company
Merck & Co., Inc.
- Top symbols
- PSNL, HARP
- Holdings value
- $580.08M
- Location
- Rahway, NJ
- Next action
- Open filer profile
CIK 0001622431
Company
McNamara Financial Services, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $579.74M
- Location
- Marshfield, MA
- Next action
- Open filer profile
CIK 0002056306
Company
MSH Capital Advisors LLC
- Top symbols
- No symbols yet
- Holdings value
- $574.99M
- Location
- Scottsdale, AZ
- Next action
- Open filer profile
CIK 0002056045
Company
M37 Management LP
- Top symbols
- No symbols yet
- Holdings value
- $574.73M
- Location
- Menlo Park, CA
- Next action
- Open filer profile
CIK 0000915287
Company
MCKINLEY CAPITAL MANAGEMENT LLC
- Top symbols
- No symbols yet
- Holdings value
- $571.41M
- Location
- Anchorage, AK
- Next action
- Open filer profile
CIK 0000866590
Company
MANCHESTER FINANCIAL INC
- Top symbols
- No symbols yet
- Holdings value
- $561.64M
- Location
- Westlake Village, CA
- Next action
- Open filer profile
CIK 0001536336
Company
Ma Investment Partnership, LP
- Top symbols
- No symbols yet
- Holdings value
- $561.43M
- Location
- Hillsborough, CA
- Next action
- Open filer profile
CIK 0001801583
Company
Mission Creek Capital Partners, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $558.58M
- Location
- San Francisco, CA
- Next action
- Open filer profile
CIK 0000936941
Company
MOODY ALDRICH PARTNERS LLC
- Top symbols
- No symbols yet
- Holdings value
- $556.6M
- Location
- Marblehead, MA
- Next action
- Open filer profile
CIK 0002055889
Company
Moment Partners, LLC
- Top symbols
- No symbols yet
- Holdings value
- $554.91M
- Location
- San Francisco, CA
- Next action
- Open filer profile
CIK 0002130487
Company
Militia Capital Management LLC
- Top symbols
- No symbols yet
- Holdings value
- $554.45M
- Location
- Austin, TX
- Next action
- Open filer profile
CIK 0001475271
Company
MOLLER WEALTH PARTNERS
- Top symbols
- No symbols yet
- Holdings value
- $552.82M
- Location
- Northfield, IL
- Next action
- Open filer profile
CIK 0001040762
Company
MALTESE CAPITAL MANAGEMENT LLC
- Top symbols
- No symbols yet
- Holdings value
- $548.57M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001655183
Company
Mudrick Capital Management, L.P.
- Top symbols
- THRY, VRM, HYMC, Getaround, Inc
- Holdings value
- $548.17M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001578370
Company
Madrona Financial Services, LLC
- Top symbols
- No symbols yet
- Holdings value
- $542.59M
- Location
- Everett, WA
- Next action
- Open filer profile
CIK 0001664324
Company
Mandatum Life Insurance Co Ltd
- Top symbols
- No symbols yet
- Holdings value
- $540.14M
- Location
- Helsinki, Finland
- Next action
- Open filer profile
CIK 0001695664
Company
Mascoma Wealth Management LLC
- Top symbols
- No symbols yet
- Holdings value
- $539.32M
- Location
- Hanover, NH
- Next action
- Open filer profile
CIK 0001657428
Company
Manitou Investment Management Ltd.
- Top symbols
- No symbols yet
- Holdings value
- $537.92M
- Location
- Toronto, Ontario, Canada
- Next action
- Open filer profile
CIK 0001371726
Company
MYCIO WEALTH PARTNERS, LLC
- Top symbols
- No symbols yet
- Holdings value
- $535.01M
- Location
- Philadelphia, PA
- Next action
- Open filer profile
CIK 0002044232
Company
MINDSET WEALTH MANAGEMENT, LLC
- Top symbols
- No symbols yet
- Holdings value
- $519.14M
- Location
- Indianapolis, IN
- Next action
- Open filer profile
CIK 0001762068
Company
MBM WEALTH CONSULTANTS, LLC
- Top symbols
- No symbols yet
- Holdings value
- $518.61M
- Location
- Chesterfield, MO
- Next action
- Open filer profile
CIK 0001912095
Company
Milestones Administradora de Recursos Ltda.
- Top symbols
- No symbols yet
- Holdings value
- $517.65M
- Location
- Jaragua Do Sul
- Next action
- Open filer profile
CIK 0001556278
Company
Magnitude Capital, LLC
- Top symbols
- HG
- Holdings value
- $513.4M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001843543
Company
Medina Value Partners, LLC
- Top symbols
- No symbols yet
- Holdings value
- $510.39M
- Location
- Los Angeles, CA
- Next action
- Open filer profile
CIK 0001730575
Company
Midwest Professional Planners, LTD.
- Top symbols
- No symbols yet
- Holdings value
- $510.3M
- Location
- Wausau, WI
- Next action
- Open filer profile
CIK 0000320376
Company
MCRAE CAPITAL MANAGEMENT INC
- Top symbols
- No symbols yet
- Holdings value
- $508.12M
- Location
- Morristown, NJ
- Next action
- Open filer profile
CIK 0001729428
Company
Monument Capital Management
- Top symbols
- No symbols yet
- Holdings value
- $497.18M
- Location
- Alexandria, VA
- Next action
- Open filer profile
CIK 0002079098
Company
MARS JEWETT FINANCIAL GROUP, INC.
- Top symbols
- No symbols yet
- Holdings value
- $494.08M
- Location
- Bellevue, WA
- Next action
- Open filer profile
CIK 0001838222
Company
Maxi Investments CY Ltd
- Top symbols
- No symbols yet
- Holdings value
- $494.05M
- Location
- Limassol, Cyprus
- Next action
- Open filer profile
CIK 0001213206
Company
MARATHON CAPITAL MANAGEMENT
- Top symbols
- No symbols yet
- Holdings value
- $493.93M
- Location
- Hunt Valley, MD
- Next action
- Open filer profile
CIK 0002011821
Company
MORTON COMMUNITY BANK
- Top symbols
- No symbols yet
- Holdings value
- $491.01M
- Location
- East Peoria, IL
- Next action
- Open filer profile
CIK 0001911097
Company
Marion Wealth Management
- Top symbols
- No symbols yet
- Holdings value
- $490.17M
- Location
- Monroeville, PA
- Next action
- Open filer profile
CIK 0001844314
Company
Montis Financial, LLC
- Top symbols
- No symbols yet
- Holdings value
- $489.09M
- Location
- Waltham, MA
- Next action
- Open filer profile
CIK 0001864916
Company
Mezzasalma Advisors, LLC
- Top symbols
- No symbols yet
- Holdings value
- $487.78M
- Location
- Tinton Falls, NJ
- Next action
- Open filer profile
CIK 0001133014
Company
MONETARY MANAGEMENT GROUP INC
- Top symbols
- No symbols yet
- Holdings value
- $486.59M
- Location
- St Louis, MO
- Next action
- Open filer profile
CIK 0001907809
Company
Mudita Advisors LLP
- Top symbols
- No symbols yet
- Holdings value
- $481.05M
- Location
- London, United Kingdom
- Next action
- Open filer profile
CIK 0001895045
Company
Mason & Associates, LLC
- Top symbols
- No symbols yet
- Holdings value
- $480.57M
- Location
- Newport News, VA
- Next action
- Open filer profile