Institutional Investors

Institution Portfolio value Positions Avg position As of
Keyframe Capital Partners, L.P. $202,466 1 $202,466 June 30, 2026
Industrial Alliance Investment Management Inc. $212,465 8 $26,558 June 30, 2026
Sowa Financial Group, Inc. $214,514 29 $7,397 June 30, 2026
Lipe & Dalton $215,132 94 $2,289 June 30, 2026
Mitsubishi UFJ Asset Management (UK) Ltd. $215,236 95 $2,266 June 30, 2026
DELTA CAPITAL MANAGEMENT LLC $217,159 108 $2,011 June 30, 2026
Bull Street Advisors, LLC $219,020 95 $2,305 June 30, 2026
Citadel Investment Advisory, Inc. $220,258 76 $2,898 June 30, 2026
Coston, McIsaac & Partners $223,595 944 $237 June 30, 2026
Ashburton (Jersey) Ltd $226,670 52 $4,359 Dec. 31, 2024 Stale
Cairn Investment Group, Inc. $226,748 65 $3,488 June 30, 2026
AlphaMark Advisors, LLC $231,038 642 $360 Dec. 31, 2024 Stale
ASSET PLANNING SERVICES INC /LA/ /ADV $235,611 36 $6,545 June 30, 2026
ASO GROUP Ltd $235,879 56 $4,212 June 30, 2026
R. W. Roge & Company, Inc. $239,051 69 $3,465 June 30, 2026
Beaton Management Co. Inc. $245,442 157 $1,563 June 30, 2026
Warburton Capital Management, LLC $245,870 75 $3,278 June 30, 2026
Elite Financial, Inc. $247,569 55 $4,501 June 30, 2026
Cunning Capital Partners, LP $247,764 55 $4,505 June 30, 2026
EMC Capital Management $253,284 53 $4,779 June 30, 2026
Silver Oak Advisory Group, Inc. $253,628 86 $2,949 June 30, 2026
PFC CAPITAL GROUP, INC. $260,092 89 $2,922 June 30, 2026
TEALWOOD ASSET MANAGEMENT INC $260,510 121 $2,153 June 30, 2026
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL $263,004 90 $2,922 June 30, 2026
Krensavage Asset Management, LLC $263,223 18 $14,624 June 30, 2026
Wayfinding Financial, LLC $264,035 171 $1,544 June 30, 2026
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD $264,474 22 $12,022 June 30, 2025 Stale
Packer & Co Ltd $267,409 10 $26,741 March 31, 2026 Previous quarter
Peloton Wealth Strategists $270,546 91 $2,973 June 30, 2026
BEDDOW CAPITAL MANAGEMENT INC $271,259 55 $4,932 Sept. 30, 2025 Stale
Evolution Advisers, Inc. $272,066 942 $289 June 30, 2026
Verde Servicos Internacionais S.A. $272,933 48 $5,686 June 30, 2026
Cloud Capital Management, LLC $274,124 126 $2,176 June 30, 2026
Forum Finance Group S.A. $277,993 344 $808 June 30, 2026
FNY Investment Advisers, LLC $278,208 981 $284 June 30, 2026
Keener Financial Planning LLC $279,554 61 $4,583 June 30, 2026
Palisades Hudson Asset Management, L.P. $281,287 108 $2,605 June 30, 2026
Athos Capital Ltd $281,817 38 $7,416 June 30, 2026
HENDLEY & CO INC $282,579 47 $6,012 June 30, 2026
Financial Connections Group, Inc. $287,606 251 $1,146 March 31, 2026 Previous quarter
AMS Capital Ltda $290,896 14 $20,778 June 30, 2026
ARCH CAPITAL GROUP LTD. $290,954 4 $72,739 June 30, 2026
ROANOKE ASSET MANAGEMENT CORP/ NY $292,052 93 $3,140 March 31, 2025 Stale
Eagle Capital Management, LLC $292,907 50 $5,858 June 30, 2026
Colorado Capital Management, Inc. $293,080 101 $2,902 June 30, 2026
Investor's Fiduciary Advisor Network, LLC $294,461 219 $1,345 June 30, 2026
X-Square Capital, LLC $295,803 164 $1,804 March 31, 2026 Previous quarter
Jackson Creek Investment Advisors LLC $301,790 312 $967 June 30, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC $305,415 1 $305,415 June 30, 2026
SoundView Advisors Inc. $306,893 32 $9,590 June 30, 2026
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