Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| AG Asset Advisory, LLC | $123,632,541 | 28 | $4,415,448 | June 30, 2026 |
| LEGACY SOLUTIONS, LLC | $123,577,976 | 88 | $1,404,295 | June 30, 2026 |
| Southern Style Financial, Inc. | $123,521,315 | 28 | $4,411,476 | Dec. 31, 2024 Stale |
| Niles Investment Management, LLC | $123,493,616 | 19 | $6,499,664 | June 30, 2026 |
| City Center Advisors, LLC | $123,491,164 | 170 | $726,419 | June 30, 2026 |
| Wealth Care LLC | $123,469,849 | 73 | $1,691,368 | June 30, 2026 |
| Bolthouse Investments, LLC | $123,396,636 | 86 | $1,434,845 | June 30, 2026 |
| Scientech Research LLC | $123,369,926 | 224 | $550,759 | June 30, 2026 |
| ATLas Financial Planning LLC | $123,343,861 | 69 | $1,787,592 | June 30, 2026 |
| Aldebaran Financial Inc. | $123,160,191 | 82 | $1,501,954 | June 30, 2026 |
| AGH Wealth Advisors, LLC | $123,098,652 | 129 | $954,253 | June 30, 2026 |
| RHS Financial, LLC | $123,077,260 | 165 | $745,923 | June 30, 2026 |
| Wealth Advisory Team LLC | $123,009,711 | 39 | $3,154,095 | June 30, 2026 |
| Powerhouse Assets LLC | $122,846,560 | 57 | $2,155,203 | June 30, 2026 |
| Alamut Investment Management LLP | $122,794,494 | 3 | $40,931,498 | June 30, 2026 |
| Miller Financial Services LLC | $122,730,860 | 142 | $864,302 | June 30, 2026 |
| Benchmark Financial, LLC | $122,700,049 | 54 | $2,272,223 | June 30, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | $122,629,051 | 33 | $3,716,032 | June 30, 2026 |
| SFAM, LLC | $122,579,457 | 262 | $467,861 | June 30, 2026 |
| Walsh & Associates, LLC | $122,423,146 | 245 | $499,686 | June 30, 2026 |
| Hardworking Capital Advisors, LLC | $122,395,865 | 84 | $1,457,094 | June 30, 2026 |
| WORLDLY PARTNERS MANAGEMENT, LLC | $122,389,094 | 3 | $40,796,365 | June 30, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | $122,375,802 | 27 | $4,532,437 | June 30, 2026 |
| General Partner, Inc. | $122,328,889 | 167 | $732,508 | June 30, 2026 |
| Birchwood Financial Partners, Inc. | $122,265,059 | 352 | $347,344 | June 30, 2026 |
| Guardian Capital, LLC | $122,255,279 | 79 | $1,547,535 | June 30, 2026 |
| High Point Wealth Management, LLC | $122,244,689 | 250 | $488,979 | June 30, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | $122,234,903 | 69 | $1,771,520 | June 30, 2026 |
| Curat Global, LLC | $122,176,428 | 251 | $486,759 | June 30, 2026 |
| Wall Capital Group, Inc. | $122,172,551 | 30 | $4,072,418 | June 30, 2026 |
| LPF Advisors LLC | $122,165,609 | 34 | $3,593,106 | March 31, 2025 Stale |
| WFA of San Diego, LLC | $122,124,854 | 94 | $1,299,201 | June 30, 2026 |
| Cooke Wealth Management, LLC | $122,107,283 | 39 | $3,130,956 | June 30, 2026 |
| JHP Wealth Management, LLC | $122,102,417 | 40 | $3,052,560 | June 30, 2026 |
| Coral Wealth Management, LLC | $122,058,850 | 17 | $7,179,932 | June 30, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | $121,969,841 | 39 | $3,127,432 | June 30, 2026 |
| Moneda S.A. Administradora General de Fondos | $121,951,562 | 31 | $3,933,921 | June 30, 2026 |
| Clientfirst Wealth Management, LLC | $121,742,656 | 53 | $2,297,031 | June 30, 2026 |
| Greenline Wealth Management LLC | $121,684,994 | 131 | $928,893 | June 30, 2026 |
| Drystone LLC | $121,621,309 | 18 | $6,756,739 | June 30, 2026 |
| Torrey-Payne Wealth Management, LLC | $121,594,823 | 39 | $3,117,816 | June 30, 2026 |
| INSTITUTIONAL VENTURE MANAGEMENT XV, LLC | $121,528,446 | 3 | $40,509,482 | June 30, 2026 |
| Portus Wealth Advisors, LLC | $121,487,383 | 50 | $2,429,748 | June 30, 2026 |
| Alexander Randolph Advisory, Inc. | $121,409,191 | 41 | $2,961,200 | June 30, 2026 |
| Dala Group, LLC | $121,383,370 | 68 | $1,785,050 | June 30, 2026 |
| SUMMIT INVESTMENT ADVISORS, INC. | $121,354,819 | 55 | $2,206,451 | June 30, 2025 Stale |
| Shorepath Capital Management LLC | $121,348,624 | 23 | $5,276,027 | June 30, 2025 Stale |
| Chapman Investment Management, LLC | $121,238,941 | 27 | $4,490,331 | June 30, 2026 |
| CFO CAPITAL MANAGEMENT LLC | $121,159,141 | 104 | $1,164,992 | March 31, 2026 Previous quarter |
| VERUS WEALTH MANAGEMENT, LLC | $121,140,772 | 57 | $2,125,277 | June 30, 2026 |
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