Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| CEERA INVESTMENTS, LLC | $235,885,758 | 101 | $2,335,503 | June 30, 2026 |
| CMG Global Holdings, LLC | $235,807,948 | 100 | $2,358,079 | June 30, 2026 |
| EPIQ PARTNERS, LLC | $235,791,604 | 98 | $2,406,037 | June 30, 2026 |
| Frederick Financial Consultants, LLC | $235,728,653 | 121 | $1,948,171 | June 30, 2026 |
| Latko Wealth Management, Ltd. | $235,574,721 | 37 | $6,366,884 | June 30, 2026 |
| Team Financial Group, LLC | $235,546,712 | 56 | $4,206,191 | June 30, 2026 |
| G&S Capital LLC | $235,520,669 | 124 | $1,899,360 | March 31, 2025 Stale |
| BostonPremier Wealth LLC | $235,468,718 | 79 | $2,980,617 | June 30, 2026 |
| Allodium Investment Consultants, LLC | $235,464,894 | 57 | $4,130,963 | June 30, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | $235,394,615 | 150 | $1,569,297 | June 30, 2026 |
| DLK Investment Management, LLC | $235,153,589 | 96 | $2,449,517 | June 30, 2026 |
| Plan A Wealth LLC | $235,074,407 | 194 | $1,211,724 | June 30, 2026 |
| Prepared Retirement Institute LLC | $234,908,561 | 94 | $2,499,027 | June 30, 2026 |
| MN Wealth Advisors, LLC | $234,881,090 | 134 | $1,752,844 | June 30, 2026 |
| Norway Savings Bank | $234,854,541 | 104 | $2,258,217 | June 30, 2026 |
| BONTEMPO OHLY CAPITAL MGMT LLC | $234,822,019 | 33 | $7,115,819 | June 30, 2026 |
| AMANSA CAPITAL PTE. LTD. | $234,806,902 | 2 | $117,403,451 | June 30, 2026 |
| Crestview Partners II GP, L.P. | $234,770,756 | 3 | $78,256,919 | June 30, 2026 |
| PEREGRINE INVESTMENT MANAGEMENT INC | $234,712,428 | 26 | $9,027,401 | June 30, 2026 |
| Core Wealth Partners LLC | $234,701,584 | 191 | $1,228,804 | June 30, 2026 |
| Long Path Partners LP | $234,638,038 | 10 | $23,463,804 | June 30, 2026 |
| Serenity Investment Advisors | $234,604,672 | 76 | $3,086,904 | June 30, 2026 |
| Trevian Wealth Management LLC | $234,599,614 | 45 | $5,213,325 | June 30, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | $234,564,565 | 100 | $2,345,646 | June 30, 2026 |
| Clarus Wealth Advisors | $234,551,148 | 88 | $2,665,354 | March 31, 2026 Previous quarter |
| Northern Capital Management, Inc. | $234,512,966 | 55 | $4,263,872 | June 30, 2026 |
| CURA WEALTH ADVISORS, LLC | $234,274,584 | 140 | $1,673,390 | June 30, 2026 |
| Kessler Investment Group, LLC | $234,224,461 | 81 | $2,891,660 | June 30, 2026 |
| Aletheian Wealth Advisors LLC | $234,161,850 | 109 | $2,148,274 | June 30, 2026 |
| Ariose Capital Management Ltd | $234,146,388 | 19 | $12,323,494 | June 30, 2026 |
| Resolute Capital Asset Partners LLC | $234,087,881 | 48 | $4,876,831 | June 30, 2026 |
| Old North State Wealth Management, LLC | $234,069,475 | 112 | $2,089,906 | June 30, 2026 |
| Fortune 45 LLC | $234,046,562 | 36 | $6,501,293 | June 30, 2026 |
| Carroll Investors, Inc | $234,016,470 | 31 | $7,548,918 | June 30, 2026 |
| Pilgrim Partners Asia Pte Ltd | $233,999,325 | 108 | $2,166,660 | June 30, 2026 |
| WEST BANCORPORATION INC | $233,834,586 | 95 | $2,461,417 | June 30, 2026 |
| Blue Sky Capital Consultants Group, Inc. | $233,822,506 | 74 | $3,159,764 | June 30, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | $233,791,074 | 789 | $296,313 | June 30, 2026 |
| Olistico Wealth, LLC | $233,767,488 | 334 | $699,903 | June 30, 2026 |
| Fortune Financial Advisors, LLC | $233,739,564 | 163 | $1,433,985 | June 30, 2026 |
| Arta Finance Wealth Management LLC | $233,656,510 | 105 | $2,225,300 | June 30, 2026 |
| Richardson Capital Management LLC | $233,454,267 | 243 | $960,717 | June 30, 2026 |
| Sterneck Capital Management, LLC | $233,415,667 | 103 | $2,266,172 | June 30, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | $233,388,297 | 122 | $1,913,019 | June 30, 2026 |
| LECAP ASSET MANAGEMENT LTD | $233,175,403 | 254 | $918,013 | June 30, 2026 |
| Sustainable Insight Capital Management, LLC | $233,154,227 | 78 | $2,989,157 | June 30, 2026 |
| Braeburn Wealth Management LLC | $232,978,436 | 99 | $2,353,318 | June 30, 2026 |
| Ironclad Investments LLC | $232,954,518 | 3 | $77,651,506 | June 30, 2026 |
| TRB Advisors LP | $232,873,253 | 6 | $38,812,209 | June 30, 2026 |
| BRIGHTON SECURITIES CORP. | $232,832,182 | 50 | $4,656,644 | June 30, 2026 |
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