Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | $175,293,102 | 79 | $2,218,900 | March 31, 2026 Previous quarter |
| CAPSTONE CAPITAL LLC | $175,080,684 | 26 | $6,733,872 | June 30, 2026 |
| ELEVATE WEALTH ADVISORY, INC | $175,078,610 | 127 | $1,378,572 | June 30, 2026 |
| Buttonwood Financial Group, LLC | $174,977,797 | 33 | $5,302,357 | June 30, 2026 |
| William Mack & Associates, Inc. | $174,947,843 | 73 | $2,396,546 | March 31, 2026 Previous quarter |
| Gallagher Capital Advisors, LLC | $174,933,544 | 71 | $2,463,853 | June 30, 2026 |
| Basepoint Wealth LLC | $174,788,059 | 631 | $277,002 | June 30, 2026 |
| Credit Capital Investments LLC | $174,623,540 | 42 | $4,157,703 | June 30, 2026 |
| PRING TURNER CAPITAL GROUP INC | $174,580,366 | 73 | $2,391,512 | June 30, 2026 |
| CogentBlue Wealth Advisors, LLC | $174,534,682 | 103 | $1,694,511 | June 30, 2026 |
| Hansen & Associates Financial Group, Inc. | $174,476,304 | 45 | $3,877,251 | June 30, 2026 |
| BOYAR ASSET MANAGEMENT INC. | $174,376,942 | 77 | $2,264,636 | June 30, 2026 |
| STILWELL VALUE LLC | $174,355,420 | 24 | $7,264,809 | June 30, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | $174,335,480 | 270 | $645,687 | June 30, 2026 |
| Coordinated Financial Services, Inc. | $174,288,690 | 176 | $990,277 | March 31, 2026 Previous quarter |
| ALTERNA WEALTH MANAGEMENT, INC | $174,273,399 | 109 | $1,598,839 | June 30, 2026 |
| Accelerate Investment Advisors LLC | $174,138,451 | 149 | $1,168,714 | June 30, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | $174,123,656 | 172 | $1,012,347 | June 30, 2026 |
| PIAR LLC | $174,049,515 | 92 | $1,891,843 | June 30, 2026 |
| Northwest Wealth Advisors, LLC | $174,039,043 | 66 | $2,636,955 | June 30, 2026 |
| 6th Street Advisors, LLC | $174,032,930 | 61 | $2,852,999 | June 30, 2026 |
| Pacific Wealth Strategies Group, Inc. | $174,010,084 | 59 | $2,949,323 | June 30, 2026 |
| Kalehua Capital Management LLC | $173,960,282 | 26 | $6,690,780 | June 30, 2026 |
| DHK Financial Advisors, Inc. | $173,888,205 | 87 | $1,998,715 | June 30, 2025 Stale |
| Cedar Point Capital Partners, LLC | $173,826,184 | 77 | $2,257,483 | June 30, 2026 |
| MontVue Capital Management, Inc. | $173,796,770 | 78 | $2,228,164 | June 30, 2026 |
| M.E. ALLISON & CO., INC. | $173,748,366 | 195 | $891,017 | June 30, 2026 |
| Triton Financial Group Inc | $173,699,327 | 99 | $1,754,539 | June 30, 2026 |
| Melia Wealth LLC | $173,677,463 | 23 | $7,551,194 | June 30, 2026 |
| Strategent Financial, LLC | $173,603,950 | 41 | $4,234,243 | June 30, 2026 |
| Livet Wealth, LLC | $173,376,071 | 122 | $1,421,115 | June 30, 2026 |
| Ehrenkranz Partners L.P. | $173,221,770 | 49 | $3,535,138 | June 30, 2026 |
| PVG ASSET MANAGEMENT CORP | $173,205,290 | 132 | $1,312,161 | June 30, 2026 |
| Natixis Investment Managers, LLC | $173,202,748 | 4 | $43,300,687 | June 30, 2026 |
| STAGE HARBOR FINANCIAL, LLC | $173,093,946 | 64 | $2,704,593 | June 30, 2026 |
| American Institute for Advanced Investment Management, LLP | $173,061,454 | 159 | $1,088,437 | June 30, 2026 |
| Kuhn & Co Investment Counsel | $173,043,976 | 149 | $1,161,369 | June 30, 2026 |
| Teton Advisors, LLC | $173,014,279 | 157 | $1,102,002 | June 30, 2026 |
| Concorde Asset Management, LLC | $172,840,551 | 152 | $1,137,109 | June 30, 2026 |
| Archvest Wealth Advisors, Inc. | $172,823,662 | 73 | $2,367,447 | June 30, 2026 |
| Hopwood Financial Services, Inc. | $172,672,127 | 92 | $1,876,871 | June 30, 2026 |
| DeLarme Wealth Management, Inc. | $172,459,014 | 68 | $2,536,162 | June 30, 2026 |
| Fundamenta Capital S.A. | $172,427,985 | 14 | $12,316,285 | June 30, 2026 |
| SANDERS MORRIS HARRIS LLC | $172,412,314 | 75 | $2,298,831 | June 30, 2026 |
| Investidor Profissional Gestao de Recursos Ltda. | $172,345,552 | 23 | $7,493,285 | June 30, 2026 |
| Pacific Park Financial, Inc. | $172,274,160 | 77 | $2,237,327 | June 30, 2026 |
| Innovative Wealth Building LLC | $172,132,081 | 84 | $2,049,191 | June 30, 2026 |
| Aspire Growth Partners LLC | $172,128,057 | 128 | $1,344,750 | June 30, 2026 |
| Networth Advisors, LLC | $172,108,141 | 383 | $449,369 | June 30, 2026 |
| Coastwise Capital Group, LLC | $172,019,131 | 143 | $1,202,931 | June 30, 2026 |
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