Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Archer Investment Management, LLC | $292,664,741 | 110 | $2,660,589 | June 30, 2026 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | $292,480,761 | 78 | $3,749,753 | June 30, 2026 |
| SALZHAUER MICHAEL | $292,435,657 | 89 | $3,285,794 | June 30, 2026 |
| PINEBRIDGE INVESTMENTS ASIA LTD | $292,391,274 | 7 | $41,770,182 | June 30, 2026 |
| Heathbridge Capital Management Ltd. | $292,387,647 | 28 | $10,442,416 | June 30, 2026 |
| Shore Point Advisors, LLC | $292,352,874 | 77 | $3,796,791 | June 30, 2026 |
| ADVISORTRUST PARTNERS, LLC | $292,346,540 | 199 | $1,469,078 | June 30, 2026 |
| Solstein Capital, LLC | $292,051,522 | 434 | $672,930 | June 30, 2026 |
| Wade Financial Advisory, Inc | $291,921,041 | 76 | $3,841,066 | March 31, 2025 Stale |
| TFG Advisers LLC | $291,906,072 | 208 | $1,403,395 | June 30, 2025 Stale |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | $291,720,273 | 32 | $9,116,259 | June 30, 2026 |
| Persistent Asset Partners Ltd | $291,660,649 | 804 | $362,762 | June 30, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | $291,553,772 | 149 | $1,956,737 | June 30, 2026 |
| Trellis Wealth Advisors LLC | $291,314,908 | 49 | $5,945,202 | June 30, 2026 |
| Lokken Investment Group LLC | $291,202,508 | 148 | $1,967,585 | Sept. 30, 2025 Stale |
| Napean Trading & Investment Co (Singapore) PTE Ltd | $291,123,057 | 16 | $18,195,191 | June 30, 2026 |
| HS Management Partners, LLC | $291,079,609 | 24 | $12,128,317 | June 30, 2026 |
| Tranquility Partners, LLC | $290,958,849 | 232 | $1,254,133 | June 30, 2026 |
| POWER WEALTH MANAGEMENT LLC | $290,938,026 | 118 | $2,465,576 | June 30, 2026 |
| Shared Vision Wealth Group LLC | $290,874,134 | 114 | $2,551,527 | June 30, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | $290,603,718 | 187 | $1,554,031 | March 31, 2026 Previous quarter |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | $290,536,634 | 16 | $18,158,540 | June 30, 2026 |
| LifePlan Investment Advisors, Inc. | $290,516,302 | 131 | $2,217,682 | June 30, 2026 |
| Visualize Group LP | $290,511,818 | 11 | $26,410,165 | June 30, 2026 |
| Nokomis Capital, L.L.C. | $290,297,156 | 55 | $5,278,130 | June 30, 2026 |
| Bayberry Capital Partners LP | $290,198,923 | 27 | $10,748,108 | June 30, 2026 |
| NerdWallet Wealth Partners, LLC | $290,193,734 | 69 | $4,205,706 | June 30, 2026 |
| Foresite Capital Management IV, LLC | $290,151,348 | 6 | $48,358,558 | June 30, 2026 |
| SGL Investment Advisors, Inc. | $289,890,010 | 131 | $2,212,901 | June 30, 2026 |
| RESOLUTE CAPITAL, LLC | $289,802,684 | 72 | $4,025,037 | June 30, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | $289,675,166 | 127 | $2,280,907 | June 30, 2026 |
| BOURNE LENT ASSET MANAGEMENT INC | $289,370,331 | 65 | $4,451,851 | June 30, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | $289,206,494 | 177 | $1,633,935 | June 30, 2026 |
| FCG Investment Co | $289,180,060 | 118 | $2,450,678 | June 30, 2026 |
| Towerpoint Wealth, LLC | $289,123,534 | 115 | $2,514,118 | June 30, 2026 |
| Lion Street Advisors, LLC | $289,025,586 | 224 | $1,290,293 | Sept. 30, 2025 Stale |
| Codex Capital Asset Management L.L.C. | $288,922,876 | 33 | $8,755,239 | June 30, 2026 |
| Paragon Private Wealth Management, LLC | $288,821,298 | 226 | $1,277,970 | June 30, 2026 |
| STABLEFORD CAPITAL II LLC | $288,651,775 | 147 | $1,963,618 | June 30, 2026 |
| CRUX WEALTH ADVISORS | $288,538,286 | 192 | $1,502,804 | June 30, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | $288,455,953 | 139 | $2,075,223 | June 30, 2026 |
| Obsidian Personal Planning Solutions LLC | $288,013,275 | 119 | $2,420,280 | Sept. 30, 2025 Stale |
| FWG Holdings, LLC | $287,991,399 | 127 | $2,267,649 | June 30, 2026 |
| RETIREMENT CAPITAL STRATEGIES | $287,968,932 | 68 | $4,234,837 | June 30, 2026 |
| 5AM Venture Management, LLC | $287,891,952 | 16 | $17,993,247 | June 30, 2026 |
| TKG Advisors, LLC | $287,883,865 | 94 | $3,062,594 | June 30, 2026 |
| Alliance Private Wealth, LLC | $287,845,957 | 82 | $3,510,317 | June 30, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | $287,652,974 | 195 | $1,475,143 | June 30, 2026 |
| Maestria Partners LLC | $287,591,247 | 14 | $20,542,232 | June 30, 2026 |
| Fernwood Investment Management, LLC | $287,569,337 | 165 | $1,742,844 | Dec. 31, 2024 Stale |
Page 106
of 189