Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| PETRA FINANCIAL ADVISORS INC | $215,735,390 | 168 | $1,284,139 | June 30, 2026 |
| FOCUS Wealth Advisors, LLC | $215,718,628 | 61 | $3,536,371 | June 30, 2026 |
| MARSHALL & SULLIVAN INC /WA/ | $215,682,955 | 43 | $5,015,883 | Sept. 30, 2025 Stale |
| Capstone Wealth Management, LLC | $215,508,772 | 188 | $1,146,323 | June 30, 2026 |
| Capital Wealth Alliance, LLC | $215,457,049 | 99 | $2,176,334 | June 30, 2026 |
| Hardin Capital Partners, LLC | $215,360,376 | 141 | $1,527,379 | June 30, 2026 |
| Wealth Intelligence, LLC | $215,278,517 | 59 | $3,648,788 | June 30, 2026 |
| Running Oak Capital LLC | $215,244,591 | 59 | $3,648,213 | June 30, 2026 |
| Franchise GP Ltd | $215,232,420 | 39 | $5,518,780 | June 30, 2026 |
| Cornerstone Wealth Partners, LLC | $215,136,586 | 17 | $12,655,093 | June 30, 2026 |
| Cassady Wealth & Retirement Planning, LLC | $215,040,586 | 104 | $2,067,698 | June 30, 2026 |
| Destiny Capital Corp/CO | $215,022,171 | 58 | $3,707,279 | June 30, 2026 |
| Base Wealth Management LLC | $214,985,248 | 66 | $3,257,352 | June 30, 2026 |
| Gouws Capital LLC | $214,952,594 | 55 | $3,908,229 | June 30, 2026 |
| Kellett Wealth Advisors, LLC | $214,816,518 | 97 | $2,214,603 | June 30, 2026 |
| KRS Capital Management, LLC | $214,790,228 | 124 | $1,732,179 | June 30, 2026 |
| GLR Partners, LLC | $214,735,086 | 111 | $1,934,550 | June 30, 2026 |
| Crown Oak Advisors, LLC | $214,720,775 | 23 | $9,335,686 | June 30, 2026 |
| PETERSON WEALTH MANAGEMENT | $214,601,027 | 184 | $1,166,310 | June 30, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | $214,580,584 | 79 | $2,716,210 | June 30, 2026 |
| Nipun Capital, L.P. | $214,529,422 | 8 | $26,816,178 | June 30, 2026 |
| LifeSteps Financial, Inc. | $214,515,465 | 792 | $270,853 | June 30, 2026 |
| Signature Wealth Management Partners, LLC | $214,487,719 | 122 | $1,758,096 | June 30, 2026 |
| Praesidium Investment Management Company, LLC | $214,464,266 | 12 | $17,872,022 | June 30, 2026 |
| VAUGHAN & Co SECURITIES, INC. | $214,444,686 | 61 | $3,515,487 | June 30, 2026 |
| Pinnacle Wealth Management Group, Inc. | $214,353,199 | 128 | $1,674,634 | June 30, 2026 |
| Bayshore Capital Advisors, LLC | $214,197,596 | 42 | $5,099,943 | June 30, 2026 |
| Kearns & Associates LLC | $214,195,704 | 41 | $5,224,285 | June 30, 2026 |
| Holos Integrated Wealth LLC | $214,156,621 | 378 | $566,552 | June 30, 2026 |
| Fort Vancouver Investment Management, LLC | $214,142,697 | 62 | $3,453,914 | June 30, 2026 |
| Starwood Capital Group Management, L.L.C. | $214,141,437 | 6 | $35,690,240 | June 30, 2026 |
| Successful Portfolios LLC | $214,128,621 | 199 | $1,076,023 | June 30, 2026 |
| Broadway Wealth Solutions, Inc. | $214,089,928 | 92 | $2,327,064 | June 30, 2026 |
| Mader & Shannon Wealth Management, Inc. | $214,067,904 | 21 | $10,193,710 | June 30, 2026 |
| Econ Financial Services Corp | $214,007,028 | 72 | $2,972,320 | June 30, 2026 |
| Cladis Investment Advisory, LLC | $213,977,030 | 173 | $1,236,861 | June 30, 2026 |
| Eliot Finkel Investment Counsel, LLC | $213,931,259 | 33 | $6,482,765 | June 30, 2026 |
| Tassel Capital Management, Inc. | $213,664,275 | 45 | $4,748,095 | June 30, 2026 |
| Taylor Frigon Capital Management LLC | $213,647,350 | 93 | $2,297,283 | June 30, 2026 |
| Kingsman Wealth Management, Inc. | $213,607,177 | 76 | $2,810,621 | June 30, 2026 |
| Fortis Advisors, LLC | $213,597,202 | 122 | $1,750,797 | June 30, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | $213,585,350 | 185 | $1,154,515 | June 30, 2026 |
| Birchview Capital, LP | $213,568,198 | 72 | $2,966,225 | June 30, 2026 |
| Ayrshire Capital Management LLC | $213,520,880 | 50 | $4,270,418 | June 30, 2026 |
| Ararat Capital Management LP | $213,480,723 | 17 | $12,557,690 | June 30, 2026 |
| Stephenson & Company, Inc. | $213,459,582 | 50 | $4,269,192 | June 30, 2026 |
| Alchemi Wealth, LLC | $213,437,488 | 168 | $1,270,461 | June 30, 2026 |
| Griffith & Werner, Inc. | $213,404,000 | 71 | $3,005,690 | June 30, 2026 |
| NAPA WEALTH MANAGEMENT | $213,354,686 | 148 | $1,441,586 | Sept. 30, 2025 Stale |
| HORIZON BANCORP INC /IN/ | $213,349,000 | 197 | $1,082,990 | June 30, 2026 |
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