Institutional Investors

Institution Portfolio value Positions Avg position As of
Gator Capital Management, LLC $476,552,067 68 $7,008,119 June 30, 2026
RFG Holdings, Inc. $476,871,999 87 $5,481,287 June 30, 2026
Standpoint Asset Management, LLC $476,987,028 8 $59,623,379 June 30, 2026
Cornerstone Wealth Advisors, Inc. $477,174,202 55 $8,675,895 June 30, 2026
Palumbo Wealth Management LLC $477,620,448 237 $2,015,276 June 30, 2026
Mattson Financial Services, LLC $477,759,914 235 $2,033,021 June 30, 2026
Knox Lane LP $478,019,093 1 $478,019,093 June 30, 2026
Barry Investment Advisors, LLC $478,072,874 102 $4,686,989 June 30, 2026
Evernest Financial Advisors, LLC $478,144,203 191 $2,503,373 June 30, 2026
May Hill Capital, LLC $478,739,787 256 $1,870,077 June 30, 2026
Kraft, Davis & Associates, LLC $478,787,266 155 $3,088,950 June 30, 2026
Triune Financial Partners, LLC $478,880,739 49 $9,773,076 June 30, 2026
VALUEWORKS LLC $479,205,693 38 $12,610,676 June 30, 2026
Bank of New Hampshire $479,234,051 537 $892,428 June 30, 2026
CONTINENTAL GENERAL INSURANCE CO $479,555,359 9 $53,283,929 June 30, 2026
Marino Management, LLC $479,931,765 11 $43,630,160 June 30, 2026
Napier Financial, LLC $479,956,445 472 $1,016,857 June 30, 2026
Standard General L.P. $480,244,571 2 $240,122,286 June 30, 2026
Mason & Associates, LLC $480,573,022 45 $10,679,400 June 30, 2026
Hurlow Wealth Management Group, Inc. $480,634,097 125 $3,845,073 June 30, 2026
Mechanics Bank Trust Department $480,658,148 211 $2,278,001 June 30, 2026
NovaPoint Capital, LLC $480,880,876 161 $2,986,838 June 30, 2026
Mudita Advisors LLP $481,045,547 24 $20,043,564 June 30, 2026
BENDER ROBERT & ASSOCIATES $481,200,232 39 $12,338,467 June 30, 2026
Winch Advisory Services, LLC $481,310,603 567 $848,872 June 30, 2026
JPL Wealth Management, LLC $481,358,680 1,876 $256,588 June 30, 2026
Stewardship Advisors, LLC $481,448,541 175 $2,751,135 June 30, 2026
Sage Capital Advisors,llc $481,915,605 140 $3,442,254 June 30, 2026
Yelin Lapidot Holdings Management Ltd. $482,040,380 85 $5,671,063 June 30, 2026
Storgate, LLC $482,079,621 351 $1,373,446 June 30, 2026
Sciencast Management LP $482,425,876 235 $2,052,876 June 30, 2026
Shengqi Capital (Hong Kong) Ltd $483,747,321 12 $40,312,277 June 30, 2026
Global View Capital Management LLC $484,420,421 146 $3,317,948 June 30, 2026
WEDGEWOOD PARTNERS INC $484,433,173 18 $26,912,954 June 30, 2026
Prentice Wealth Management LLC $484,436,457 126 $3,844,734 June 30, 2026
FOURSIXTHREE CAPITAL LP $484,675,003 17 $28,510,294 June 30, 2026
Plan Group Financial, LLC $484,700,479 249 $1,946,588 June 30, 2026
Ashford Advisors, LLC $484,785,470 23 $21,077,629 June 30, 2026
Field & Main Bank $484,840,794 271 $1,789,080 June 30, 2026
Crestview Partners IV GP, L.P. $484,924,440 2 $242,462,220 June 30, 2026
Cadent Capital Advisors, LLC $485,056,453 201 $2,413,216 June 30, 2026
Stephens Greth Foundation $485,223,455 4 $121,305,864 June 30, 2026
WALLER FINANCIAL PLANNING GROUP, INC $485,629,107 78 $6,226,014 June 30, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC $485,701,685 82 $5,923,191 June 30, 2026
Berkeley Capital Partners, LLC $485,901,852 203 $2,393,605 June 30, 2026
Genworth Financial Inc $486,124,194 2 $243,062,097 June 30, 2026
Vodafone Ventures Ltd $486,219,083 1 $486,219,083 June 30, 2026
HARVEY CAPITAL MANAGEMENT INC $486,245,503 92 $5,285,277 June 30, 2026
MONETARY MANAGEMENT GROUP INC $486,592,614 335 $1,452,515 June 30, 2026
Lorne Steinberg Wealth Management Inc. $486,633,547 72 $6,758,799 June 30, 2026
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