Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| National Wealth Management Group, LLC | $323,427,031 | 226 | $1,431,093 | June 30, 2026 |
| United Community Bank | $323,406,625 | 534 | $605,630 | June 30, 2026 |
| Walker Financial Services, Inc. | $323,312,596 | 45 | $7,184,724 | June 30, 2026 |
| Kenora Financial, LLC | $323,170,308 | 133 | $2,429,852 | June 30, 2026 |
| Granger Management LLC | $322,823,226 | 15 | $21,521,548 | June 30, 2026 |
| Forefront Wealth Partners, LLC | $322,747,619 | 177 | $1,823,433 | June 30, 2026 |
| Sharper & Granite LLC | $322,739,020 | 109 | $2,960,908 | June 30, 2026 |
| Royal Harbor Partners, LLC | $322,734,585 | 56 | $5,763,118 | June 30, 2026 |
| Pacifica Partners Inc. | $322,673,476 | 424 | $761,022 | June 30, 2026 |
| Sophron Capital Management L.P. | $322,651,887 | 43 | $7,503,532 | June 30, 2026 |
| Prosperity Financial Group, Inc. | $322,649,169 | 184 | $1,753,528 | June 30, 2026 |
| Quantum Financial Planning Services, Inc. | $322,549,778 | 58 | $5,561,203 | June 30, 2026 |
| Northstar Advisory Group, LLC | $322,470,867 | 119 | $2,709,839 | June 30, 2026 |
| CURIO WEALTH, LLC | $322,283,058 | 78 | $4,131,834 | June 30, 2026 |
| S SQUARED TECHNOLOGY, LLC | $322,270,970 | 33 | $9,765,787 | June 30, 2026 |
| Squadron Capital Management LLC | $322,245,820 | 43 | $7,494,089 | June 30, 2026 |
| Westshore Wealth, LLC | $322,115,815 | 107 | $3,010,428 | June 30, 2026 |
| Jackson, Grant Investment Advisers, Inc. | $322,018,845 | 421 | $764,890 | June 30, 2026 |
| EnCap Investments L.P. | $322,018,009 | 3 | $107,339,336 | June 30, 2026 |
| Ketron Financial | $321,945,382 | 64 | $5,030,397 | June 30, 2026 |
| AJ Advisors, LLC | $321,828,921 | 37 | $8,698,079 | June 30, 2026 |
| MKT Advisors LLC | $321,811,585 | 155 | $2,076,204 | June 30, 2026 |
| Sonoma Allocations LLC | $321,806,164 | 118 | $2,727,171 | June 30, 2026 |
| Realta Investment Advisors | $321,770,614 | 378 | $851,245 | June 30, 2026 |
| Hapanowicz & Associates Financial Services, Inc | $321,483,639 | 37 | $8,688,747 | June 30, 2026 |
| Nine Ten Capital Management LLC | $321,345,000 | 8 | $40,168,125 | June 30, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | $321,194,178 | 107 | $3,001,815 | June 30, 2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | $321,088,581 | 153 | $2,098,618 | June 30, 2026 |
| Selkirk Management LLC | $320,964,763 | 14 | $22,926,055 | June 30, 2026 |
| RJA Asset Management LLC | $320,917,241 | 4 | $80,229,310 | June 30, 2026 |
| Glass Jacobson Investment Advisors llc | $320,910,473 | 618 | $519,273 | June 30, 2026 |
| GE INVESTMENT MANAGEMENT CORP. | $320,887,181 | 4 | $80,221,795 | June 30, 2026 |
| TMB Capital Partners, LLC | $320,577,981 | 177 | $1,811,175 | June 30, 2026 |
| Biltmore Wealth Management, LLC | $320,385,902 | 58 | $5,523,895 | June 30, 2026 |
| Aft, Forsyth & Sober, LLC | $320,006,488 | 60 | $5,333,441 | June 30, 2026 |
| EWG Elevate Inc. | $320,005,730 | 119 | $2,689,124 | Sept. 30, 2025 Stale |
| Samalin Investment Counsel, LLC | $319,998,990 | 336 | $952,378 | June 30, 2026 |
| INVESTMENT PARTNERS, LTD. | $319,940,800 | 167 | $1,915,813 | June 30, 2026 |
| JW Asset Management, LLC | $319,865,383 | 21 | $15,231,685 | June 30, 2026 |
| MEEDER ASSET MANAGEMENT INC | $319,818,500 | 930 | $343,891 | June 30, 2026 |
| Passive Capital Management, LLC. | $319,791,735 | 94 | $3,402,040 | June 30, 2026 |
| Prospera Capital Management, LLC | $319,789,303 | 63 | $5,076,021 | June 30, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | $319,763,559 | 82 | $3,899,556 | June 30, 2026 |
| Fairhaven Wealth Management, LLC | $319,718,199 | 116 | $2,756,191 | Dec. 31, 2024 Stale |
| SELDON CAPITAL LP | $319,646,467 | 74 | $4,319,547 | June 30, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | $319,580,122 | 266 | $1,201,429 | June 30, 2026 |
| WRAPMANAGER INC | $319,574,584 | 150 | $2,130,497 | June 30, 2026 |
| ADIRONDACK TRUST CO | $319,519,816 | 558 | $572,616 | June 30, 2026 |
| Leisure Capital Management | $319,450,328 | 157 | $2,034,715 | June 30, 2026 |
| Charles-Lim Capital Ltd | $319,398,485 | 6 | $53,233,081 | June 30, 2026 |
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