Institutional Investors

Institution Portfolio value Positions Avg position As of
Redwood Family Wealth LLC $113,974,192 110 $1,036,129 June 30, 2026
Fremen Capital Management LP $113,978,496 14 $8,141,321 June 30, 2026
TSG Consumer Partners LP $113,983,439 1 $113,983,439 June 30, 2026
Explore Capital Management, LLC $114,022,595 11 $10,365,690 June 30, 2026
SWF LLC $114,040,288 14 $8,145,735 June 30, 2026
TRUSTCO BANK CORP N Y $114,151,841 77 $1,482,491 June 30, 2026
Vavra Capital Management, LLC $114,284,645 22 $5,194,757 June 30, 2026
Premier Private Wealth Management LLC $114,301,769 60 $1,905,029 June 30, 2026
JBGlobal.com LLC $114,335,771 32 $3,572,993 June 30, 2026
Rosenthal | Henry Capital Advisors, Inc. $114,354,354 48 $2,382,382 June 30, 2026
MERCATO PARTNERS GROWTH III GP, LLC $114,416,808 1 $114,416,808 Dec. 31, 2025 Stale
Cedrus Wealth Group LLC $114,512,792 51 $2,245,349 June 30, 2026
GGV Capital LLC $114,516,970 8 $14,314,621 Dec. 31, 2024 Stale
Bey-Douglas LLC $114,636,152 56 $2,047,074 March 31, 2026 Previous quarter
Hobart Private Capital, LLC $114,679,692 137 $837,078 June 30, 2026
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC $114,713,706 36 $3,186,492 June 30, 2026
Townsend Financial Planning, LLC $114,718,570 30 $3,823,952 June 30, 2026
Urban Wealth Management, LLC $114,722,861 107 $1,072,176 June 30, 2026
Parsonex Advisory Services, Inc. $114,941,691 50 $2,298,834 June 30, 2026
Alan B Lancz & Associates, Inc. $114,988,170 138 $833,248 June 30, 2026
PENINSULA ASSET MANAGEMENT INC $115,176,330 54 $2,132,895 June 30, 2026
Titiun Yejiel $115,199,760 40 $2,879,994 June 30, 2026
VISION FINANCIAL MARKETS LLC $115,254,599 413 $279,067 June 30, 2026
Bluebird Wealth Management LLC $115,348,844 89 $1,296,054 June 30, 2026
Investment Insight Wealth Management, LLC $115,407,544 44 $2,622,899 June 30, 2026
Jefferson Bridge Capital, LLC $115,411,614 53 $2,177,578 June 30, 2026
KITCHING PARTNERS, LLC $115,462,087 40 $2,886,552 June 30, 2026
Priebe Wealth Holdings LLC $115,486,910 53 $2,178,998 June 30, 2025 Stale
Pacific Capital Partners Ltd $115,564,791 40 $2,889,120 June 30, 2026
Vistica Wealth Advisors, LLC $115,579,758 54 $2,140,366 June 30, 2026
Stembrook Asset Management, LLC $115,816,203 51 $2,270,906 June 30, 2026
ALPHA CAPITAL ADVISORS INC /ADV $115,870,470 34 $3,407,955 June 30, 2026
SFI Advisors, LLC $115,908,321 55 $2,107,424 June 30, 2026
Rovida Advisors Inc. $115,974,638 12 $9,664,553 Sept. 30, 2025 Stale
OakTrust Wealth Advisors, LLC $116,027,254 69 $1,681,554 June 30, 2026
J.M. Arbour, LLC $116,028,055 132 $879,000 June 30, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. $116,052,464 77 $1,507,175 June 30, 2026
Monetary Solutions, Ltd $116,115,846 397 $292,483 June 30, 2026
Accuvest Global Advisors $116,214,000 78 $1,489,923 June 30, 2026
Financially in Tune, LLC $116,304,851 77 $1,510,453 March 31, 2026 Previous quarter
AMES NATIONAL CORP $116,315,114 67 $1,736,046 March 31, 2026 Previous quarter
Teca Partners, LP $116,332,015 8 $14,541,502 June 30, 2026
WealthSpring Partners, LLC $116,364,075 71 $1,638,931 June 30, 2026
Pursuit Wealth Management LLC $116,366,794 118 $986,159 Dec. 31, 2025 Stale
MEMBERS CAPITAL ADVISORS INC $116,420,478 7 $16,631,497 June 30, 2026
Minot DeBlois Advisors LLC $116,464,953 240 $485,271 June 30, 2026
Value Base Ltd. $116,579,437 6 $19,429,906 June 30, 2026
Advisory Advocates, LLC $116,621,454 188 $620,327 June 30, 2026
V. M. MANNING & CO., INC. $116,655,442 53 $2,201,046 June 30, 2026
Wisconsin Wealth Advisors, LLC $116,698,178 90 $1,296,646 June 30, 2026
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