Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Verity & Verity, LLC | $121,121,329 | 138 | $877,691 | June 30, 2026 |
| HICKORY ASSET MANAGEMENT, INC. | $120,922,650 | 91 | $1,328,820 | June 30, 2025 Stale |
| Miller Global Investments, LLC | $120,719,318 | 295 | $409,218 | June 30, 2026 |
| Stoic Point Capital Management LLC | $120,642,149 | 69 | $1,748,437 | June 30, 2026 |
| Roan Capital Partners | $120,583,499 | 78 | $1,545,942 | June 30, 2026 |
| KDK Private Wealth Management, LLC | $120,552,513 | 57 | $2,114,956 | June 30, 2026 |
| Mission Financial Group, LLC | $120,533,802 | 158 | $762,872 | June 30, 2026 |
| NDVR, Inc. | $120,519,866 | 121 | $996,032 | Dec. 31, 2025 Stale |
| Morangie Management LLC | $120,416,577 | 34 | $3,541,664 | June 30, 2026 |
| Helium Advisors LLC | $120,363,612 | 107 | $1,124,894 | June 30, 2026 |
| WealthCare Asset Management, LLC | $120,350,524 | 78 | $1,542,955 | June 30, 2026 |
| Mirabaud Asset Management Ltd | $120,221,337 | 49 | $2,453,497 | June 30, 2026 |
| RHL GROUP, LLC | $120,213,356 | 269 | $446,890 | June 30, 2026 |
| Payne Capital LLC | $119,999,238 | 59 | $2,033,885 | June 30, 2026 |
| Blue Line Capital, LLC / IL | $119,910,113 | 92 | $1,303,371 | June 30, 2026 |
| YANKCOM Partnership | $119,808,933 | 308 | $388,990 | June 30, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | $119,795,278 | 50 | $2,395,906 | June 30, 2026 |
| January Capital Advisors LLC | $119,658,623 | 55 | $2,175,611 | June 30, 2026 |
| Cypress Capital Management LLC (WY) | $119,640,476 | 213 | $561,692 | June 30, 2026 |
| Grand Central Investment Group | $119,568,026 | 40 | $2,989,201 | June 30, 2026 |
| waypoint wealth counsel | $119,549,004 | 150 | $796,993 | June 30, 2026 |
| ETF Store, Inc. | $119,536,298 | 114 | $1,048,564 | June 30, 2026 |
| Aryeh Capital Management Ltd. | $119,528,102 | 12 | $9,960,675 | Sept. 30, 2025 Stale |
| HEFFERNAN ADVISORY, INC | $119,508,011 | 43 | $2,779,256 | June 30, 2026 |
| Mann Financial Group, Inc. | $119,501,835 | 34 | $3,514,760 | June 30, 2026 |
| Baer Investment Advisory LLC | $119,495,141 | 43 | $2,778,957 | June 30, 2026 |
| 1015 Capital Partners, LLC | $119,363,313 | 609 | $195,999 | June 30, 2026 |
| Red Mountain Financial, LLC | $119,194,786 | 82 | $1,453,595 | June 30, 2026 |
| DBK Financial Counsel, LLC | $119,191,512 | 56 | $2,128,420 | June 30, 2026 |
| Worthington Financial Partners, LLC | $119,185,269 | 99 | $1,203,892 | June 30, 2026 |
| Ankerstar Wealth, LLC | $119,173,023 | 989 | $120,499 | June 30, 2026 |
| Bannerstone Capital Management, LLC | $119,109,445 | 113 | $1,054,066 | June 30, 2026 |
| Oakmont Advisory Group, LLC | $119,062,925 | 505 | $235,768 | June 30, 2026 |
| Finhabits Advisors LLC | $118,943,425 | 15 | $7,929,562 | June 30, 2026 |
| Value Investment Professionals, LLC | $118,932,425 | 97 | $1,226,107 | June 30, 2026 |
| AUCTUS ADVISORS LLC | $118,876,594 | 34 | $3,496,370 | June 30, 2026 |
| FSA WEALTH PARTNERS, INC. | $118,867,040 | 69 | $1,722,711 | June 30, 2026 |
| Belleair Asset Management, LLC | $118,849,601 | 84 | $1,414,876 | June 30, 2026 |
| EnCap Energy Capital Fund IX, L.P. | $118,801,178 | 1 | $118,801,178 | Dec. 31, 2024 Stale |
| NatWest Group plc | $118,761,090 | 48 | $2,474,189 | June 30, 2026 |
| Ruggiero Investments, Inc. | $118,699,274 | 89 | $1,333,700 | June 30, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | $118,698,121 | 96 | $1,236,439 | June 30, 2026 |
| Peck Wealth Management, LLC | $118,692,401 | 127 | $934,586 | June 30, 2026 |
| Yong Rong (HK) Asset Management Ltd | $118,628,000 | 15 | $7,908,533 | June 30, 2026 |
| HighRoad Wealth Advisors, LLC | $118,609,831 | 38 | $3,121,311 | June 30, 2026 |
| Boyer Financial Services, Inc. | $118,445,505 | 57 | $2,077,991 | June 30, 2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | $118,339,537 | 56 | $2,113,206 | June 30, 2026 |
| Hobbs Wealth Management, LLC | $118,321,018 | 23 | $5,144,392 | June 30, 2026 |
| Directional Asset Management | $118,308,066 | 94 | $1,258,596 | June 30, 2026 |
| Kingsbury Capital Investment Advisors LLC | $118,195,925 | 121 | $976,826 | June 30, 2026 |
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