Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| LRZ CAPITAL LLC | $197,379,237 | 18 | $10,965,513 | June 30, 2026 |
| JACKSON HILL ADVISORS, LLC | $197,351,450 | 13 | $15,180,881 | June 30, 2026 |
| Gildi - lifeyrissjodur | $197,186,413 | 2 | $98,593,207 | March 31, 2026 Previous quarter |
| AFFINITY INVESTMENT ADVISORS, LLC | $197,176,730 | 140 | $1,408,405 | June 30, 2026 |
| Optivise Advisory Services LLC | $196,992,774 | 228 | $864,003 | June 30, 2026 |
| United Financial Planning Group LLC | $196,938,382 | 465 | $423,523 | June 30, 2026 |
| HG Vora Capital Management, LLC | $196,814,627 | 5 | $39,362,925 | June 30, 2026 |
| Radcliff Management LLC | $196,630,950 | 1 | $196,630,950 | June 30, 2026 |
| Rings Capital Management LLC | $196,532,480 | 7 | $28,076,069 | June 30, 2026 |
| Cahill Wealth Management, LLC | $196,474,806 | 49 | $4,009,690 | March 31, 2025 Stale |
| Rubicon Founders LLC | $196,449,698 | 3 | $65,483,233 | June 30, 2026 |
| Global Wealth Management, LLC | $196,377,017 | 47 | $4,178,234 | June 30, 2026 |
| Viewpoint Capital Management LLC | $196,311,294 | 120 | $1,635,927 | June 30, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $196,210,433 | 34 | $5,770,895 | June 30, 2026 |
| Crystal Rock Capital Management | $196,185,880 | 34 | $5,770,173 | June 30, 2026 |
| NRI Wealth Management LC | $196,063,332 | 31 | $6,324,624 | Dec. 31, 2025 Stale |
| Lunate Capital Ltd | $196,005,350 | 10 | $19,600,535 | June 30, 2026 |
| Echo Wealth Management, LLC | $195,934,109 | 47 | $4,168,811 | June 30, 2026 |
| BERNZOTT CAPITAL ADVISORS | $195,878,633 | 33 | $5,935,716 | June 30, 2025 Stale |
| McHugh Group, LLC | $195,657,321 | 86 | $2,275,085 | June 30, 2026 |
| Carroll Advisory Group, LLC | $195,386,268 | 74 | $2,640,355 | June 30, 2026 |
| Kades & Cheifetz LLC | $195,377,201 | 108 | $1,809,048 | Dec. 31, 2024 Stale |
| Octahedron Capital Management L.P. | $195,347,070 | 15 | $13,023,138 | June 30, 2026 |
| BANTAMAC CAPITAL, LLC | $195,283,967 | 76 | $2,569,526 | June 30, 2026 |
| Revere Asset Management, Inc | $195,220,940 | 27 | $7,230,405 | March 31, 2026 Previous quarter |
| Momentous Wealth Management, Inc. | $195,130,223 | 48 | $4,065,213 | June 30, 2026 |
| WestCap Management, LLC | $195,081,871 | 2 | $97,540,936 | June 30, 2026 |
| SFM, LLC | $195,067,226 | 69 | $2,827,061 | June 30, 2026 |
| Touchstone Capital, Inc. | $195,046,497 | 49 | $3,980,541 | Sept. 30, 2025 Stale |
| Delos Wealth Advisors, LLC | $195,029,149 | 304 | $641,543 | June 30, 2026 |
| Finivi Inc. | $194,939,997 | 111 | $1,756,216 | June 30, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | $194,880,498 | 134 | $1,454,332 | June 30, 2026 |
| Constitution Capital LLC | $194,797,661 | 62 | $3,141,898 | June 30, 2026 |
| Cosner Financial Group, LLC | $194,720,871 | 37 | $5,262,726 | June 30, 2026 |
| CAMDEN NATIONAL BANK | $194,642,831 | 184 | $1,057,841 | June 30, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | $194,521,207 | 67 | $2,903,302 | June 30, 2026 |
| BIRCH FINANCIAL GROUP, LLC | $194,509,883 | 135 | $1,440,814 | June 30, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | $194,486,768 | 300 | $648,289 | June 30, 2026 |
| SVRN Asset Management, LLC | $194,485,872 | 51 | $3,813,448 | June 30, 2026 |
| EHRLICH FINANCIAL GROUP | $194,428,101 | 119 | $1,633,850 | June 30, 2026 |
| Aurora Investment Counsel | $194,409,069 | 113 | $1,720,434 | June 30, 2026 |
| S&T Bank/PA | $194,352,992 | 445 | $436,748 | June 30, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | $194,327,978 | 115 | $1,689,809 | June 30, 2026 |
| International Private Wealth Advisors LLC | $194,265,105 | 160 | $1,214,157 | June 30, 2026 |
| Key Capital Management, INC | $194,213,855 | 726 | $267,512 | June 30, 2026 |
| Ibex Investors LLC | $194,072,501 | 15 | $12,938,167 | June 30, 2026 |
| Pioneer Family Office, LLC | $194,046,104 | 129 | $1,504,233 | June 30, 2026 |
| True Vision MN LLC | $193,902,643 | 98 | $1,978,598 | March 31, 2026 Previous quarter |
| TMT General Partner Ltd | $193,819,397 | 3 | $64,606,466 | June 30, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | $193,663,397 | 122 | $1,587,405 | June 30, 2026 |
Page 131
of 189