Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Alhambra Investment Management LLC | $229,115,863 | 182 | $1,258,878 | June 30, 2026 |
| Paul R. Ried Financial Group, LLC | $228,915,588 | 47 | $4,870,544 | June 30, 2026 |
| Smallwood Wealth Investment Management, LLC | $228,878,835 | 529 | $432,663 | June 30, 2026 |
| Wealth Enhancement Trust Services, Inc. | $228,842,064 | 1,529 | $149,668 | June 30, 2026 |
| Painted Porch Advisors LLC | $228,833,351 | 75 | $3,051,111 | June 30, 2026 |
| Asset Advisory Group, Inc. | $228,777,273 | 125 | $1,830,218 | June 30, 2026 |
| tru Independence LLC | $228,659,103 | 108 | $2,117,214 | June 30, 2026 |
| Innovative Asset Advisors Group, LLC | $228,574,317 | 287 | $796,426 | June 30, 2026 |
| Bremer Bank National Association | $228,530,519 | 176 | $1,298,469 | March 31, 2025 Stale |
| Wildcat Capital Management, LLC | $228,529,463 | 3 | $76,176,488 | June 30, 2026 |
| DOW CHEMICAL CO /DE/ | $228,467,745 | 4 | $57,116,936 | June 30, 2026 |
| Summit Place Financial Advisors, LLC | $228,308,631 | 110 | $2,075,533 | June 30, 2026 |
| IRON Financial LLC | $228,227,583 | 151 | $1,511,441 | June 30, 2026 |
| Benchmark Investment Advisors LLC | $228,018,344 | 70 | $3,257,405 | June 30, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | $227,956,809 | 98 | $2,326,090 | March 31, 2026 Previous quarter |
| Mission Hills Financial Advisory, LLC | $227,620,775 | 89 | $2,557,537 | June 30, 2026 |
| Capital Square, LLC | $227,534,680 | 241 | $944,127 | June 30, 2026 |
| Castleview Partners, LLC | $227,523,963 | 223 | $1,020,287 | June 30, 2026 |
| Beartown Capital Management, LLC | $227,420,523 | 41 | $5,546,842 | June 30, 2026 |
| Tower View Wealth Management LLC | $227,399,155 | 205 | $1,109,264 | June 30, 2026 |
| Signet Investment Advisory Group, Inc. | $227,348,358 | 73 | $3,114,361 | June 30, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | $227,277,741 | 46 | $4,940,820 | June 30, 2026 |
| WMG Financial Advisors, LLC | $227,271,485 | 105 | $2,164,490 | June 30, 2026 |
| Edge Financial Advisors LLC | $227,260,350 | 135 | $1,683,410 | Dec. 31, 2025 Stale |
| Next Level Wealth Planning, LLC | $227,162,869 | 74 | $3,069,769 | June 30, 2026 |
| Flower City Capital | $227,117,336 | 49 | $4,635,048 | June 30, 2026 |
| Wingate Wealth Advisors, Inc. | $227,057,847 | 127 | $1,787,857 | June 30, 2026 |
| TFB Advisors LLC | $227,046,439 | 190 | $1,194,981 | June 30, 2026 |
| Smith Thornton Advisors LLC | $226,956,475 | 140 | $1,621,118 | June 30, 2026 |
| ELCO Management Co., LLC | $226,888,634 | 174 | $1,303,958 | June 30, 2026 |
| CROBAN | $226,868,776 | 81 | $2,800,849 | June 30, 2026 |
| Sassicaia Capital Advisers LLC | $226,822,437 | 32 | $7,088,201 | June 30, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | $226,714,476 | 181 | $1,252,566 | June 30, 2026 |
| Ridgepath Capital Management LLC | $226,597,725 | 54 | $4,196,254 | June 30, 2026 |
| FirstWave Capital Management LLC | $226,579,894 | 63 | $3,596,506 | June 30, 2026 |
| Mink Brook Asset Management LLC | $226,572,538 | 52 | $4,357,164 | June 30, 2026 |
| Oak Barrel Wealth Advisory LLC | $226,452,999 | 86 | $2,633,174 | June 30, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | $226,404,323 | 100 | $2,264,043 | June 30, 2026 |
| Gross & Hartman Investments LLC | $226,400,182 | 80 | $2,830,002 | June 30, 2026 |
| Missouri Trust & Investment Co | $226,360,551 | 146 | $1,550,415 | June 30, 2026 |
| Adalta Capital Management LLC | $226,258,811 | 103 | $2,196,687 | June 30, 2026 |
| Point Windward Advisors Inc. | $226,146,214 | 97 | $2,331,404 | June 30, 2026 |
| Ariadne Wealth Management, LP | $226,071,110 | 254 | $890,044 | June 30, 2026 |
| Baugh & Associates, LLC | $226,017,950 | 42 | $5,381,380 | June 30, 2026 |
| Arch Global Advisors, LLC | $226,014,260 | 59 | $3,830,750 | June 30, 2026 |
| Laurel Wealth Planning LLC | $225,999,957 | 67 | $3,373,134 | June 30, 2026 |
| Charter Capital Management, LLC\DE | $225,916,641 | 75 | $3,012,222 | June 30, 2026 |
| Junk Investment Group, LLC | $225,909,918 | 97 | $2,328,968 | June 30, 2026 |
| True Wind Capital Management, L.P. | $225,836,100 | 2 | $112,918,050 | June 30, 2026 |
| Disciplined Equity Management, Inc. | $225,792,263 | 45 | $5,017,606 | June 30, 2026 |
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