Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Putney Financial Group LLC | $111,058,499 | 78 | $1,423,827 | June 30, 2026 |
| Integrity Wealth Partners, LLC | $111,104,799 | 99 | $1,122,271 | March 31, 2026 Previous quarter |
| Elevation Wealth Management LLC | $111,124,747 | 146 | $761,128 | June 30, 2026 |
| Fortitude Financial, LLC | $111,286,091 | 28 | $3,974,503 | June 30, 2026 |
| Kazazian Asset Management, LLC | $111,286,452 | 51 | $2,182,087 | June 30, 2026 |
| GLP Holdings LLLP | $111,316,381 | 4 | $27,829,095 | June 30, 2026 |
| Valued Retirements, Inc. | $111,351,625 | 101 | $1,102,491 | June 30, 2026 |
| Weaver C. Barksdale & Associates, Inc. | $111,471,704 | 62 | $1,797,931 | June 30, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | $111,486,838 | 136 | $819,756 | June 30, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | $111,501,063 | 100 | $1,115,011 | June 30, 2026 |
| RCW Management, LLC | $111,538,347 | 68 | $1,640,270 | June 30, 2026 |
| Investment Management Trust, LLC | $111,569,951 | 78 | $1,430,384 | June 30, 2026 |
| Van Diest Capital, LLC | $111,596,884 | 176 | $634,073 | June 30, 2026 |
| truNorth Financial Services, Inc. | $111,684,248 | 59 | $1,892,953 | June 30, 2026 |
| Stonebridge Wealth Management, LLC | $111,696,738 | 37 | $3,018,831 | June 30, 2026 |
| SCOPIA CAPITAL MANAGEMENT LP | $111,730,385 | 19 | $5,880,547 | June 30, 2026 |
| Watershed Asset Management, L.L.C. | $111,796,406 | 116 | $963,762 | June 30, 2026 |
| Crescent Sterling, Ltd. | $111,798,457 | 85 | $1,315,276 | June 30, 2026 |
| BANTA ASSET MANAGEMENT LP | $111,986,602 | 20 | $5,599,330 | June 30, 2026 |
| Skerryvore Asset Management Ltd | $111,997,815 | 7 | $15,999,688 | June 30, 2026 |
| Whitford Management LLC | $112,019,349 | 22 | $5,091,789 | June 30, 2026 |
| TOWN LANE MANAGEMENT LP | $112,043,740 | 3 | $37,347,913 | June 30, 2026 |
| Traub Capital Management LLC | $112,094,624 | 132 | $849,202 | June 30, 2026 |
| Luma Capital S.A. - SPF | $112,129,769 | 12 | $9,344,147 | June 30, 2026 |
| HS Investments IV Ltd | $112,139,962 | 2 | $56,069,981 | June 30, 2026 |
| DWM Financial Group, Inc. | $112,196,561 | 40 | $2,804,914 | June 30, 2026 |
| Parrish Capital LLC | $112,202,546 | 86 | $1,304,681 | March 31, 2026 Previous quarter |
| Emergence GP Partners, LLC | $112,267,353 | 4 | $28,066,838 | June 30, 2026 |
| Chicago Capital Management, LLC | $112,300,553 | 27 | $4,159,280 | June 30, 2026 |
| Teucrium Investment Advisors, LLC | $112,385,506 | 47 | $2,391,181 | June 30, 2026 |
| Measured Risk Portfolios, Inc. | $112,415,060 | 63 | $1,784,366 | June 30, 2026 |
| Broyhill Asset Management, LLC | $112,465,650 | 77 | $1,460,593 | June 30, 2026 |
| Defined Financial Planning LLC | $112,567,881 | 68 | $1,655,410 | June 30, 2025 Stale |
| OFC FINANCIAL PLANNING, LLC | $112,574,884 | 56 | $2,010,266 | June 30, 2026 |
| SMITH THOMAS W | $112,623,244 | 5 | $22,524,649 | June 30, 2026 |
| Ark Wealth Advisors LLC | $112,678,304 | 87 | $1,295,153 | June 30, 2026 |
| Objective Capital Management, LLC | $112,684,114 | 103 | $1,094,021 | June 30, 2026 |
| Clear Point Advisors Inc. | $112,837,153 | 93 | $1,213,303 | June 30, 2026 |
| MSRH, LLC | $112,888,759 | 29 | $3,892,716 | March 31, 2026 Previous quarter |
| INVESTED ADVISORS | $113,068,133 | 152 | $743,869 | June 30, 2026 |
| Ally Bridge Group (NY) LLC | $113,071,435 | 25 | $4,522,857 | June 30, 2026 |
| 53 HOUSE LLP | $113,263,538 | 8 | $14,157,942 | March 31, 2025 Stale |
| Michael Brady & Co., LLC | $113,330,236 | 58 | $1,953,970 | June 30, 2026 |
| Royal Palms Capital LLC | $113,430,635 | 57 | $1,990,011 | June 30, 2026 |
| IFC & Insurance Marketing, Inc. | $113,574,087 | 78 | $1,456,078 | June 30, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | $113,654,299 | 44 | $2,583,052 | June 30, 2026 |
| SURIENCE PRIVATE WEALTH LLC | $113,703,851 | 45 | $2,526,752 | June 30, 2026 |
| Standard Family Office LLC | $113,770,477 | 31 | $3,670,015 | June 30, 2026 |
| Lane Generational LLC | $113,915,398 | 43 | $2,649,195 | June 30, 2026 |
| Shepherd Street Advisors LLC | $113,943,386 | 86 | $1,324,923 | June 30, 2026 |
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