Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| JHP Wealth Management, LLC | $122,102,417 | 40 | $3,052,560 | June 30, 2026 |
| Cooke Wealth Management, LLC | $122,107,283 | 39 | $3,130,956 | June 30, 2026 |
| WFA of San Diego, LLC | $122,124,854 | 94 | $1,299,201 | June 30, 2026 |
| LPF Advisors LLC | $122,165,609 | 34 | $3,593,106 | March 31, 2025 Stale |
| Wall Capital Group, Inc. | $122,172,551 | 30 | $4,072,418 | June 30, 2026 |
| Curat Global, LLC | $122,176,428 | 251 | $486,759 | June 30, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | $122,234,903 | 69 | $1,771,520 | June 30, 2026 |
| High Point Wealth Management, LLC | $122,244,689 | 250 | $488,979 | June 30, 2026 |
| Guardian Capital, LLC | $122,255,279 | 79 | $1,547,535 | June 30, 2026 |
| Birchwood Financial Partners, Inc. | $122,265,059 | 352 | $347,344 | June 30, 2026 |
| General Partner, Inc. | $122,328,889 | 167 | $732,508 | June 30, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | $122,375,802 | 27 | $4,532,437 | June 30, 2026 |
| WORLDLY PARTNERS MANAGEMENT, LLC | $122,389,094 | 3 | $40,796,365 | June 30, 2026 |
| Hardworking Capital Advisors, LLC | $122,395,865 | 84 | $1,457,094 | June 30, 2026 |
| Walsh & Associates, LLC | $122,423,146 | 245 | $499,686 | June 30, 2026 |
| SFAM, LLC | $122,579,457 | 262 | $467,861 | June 30, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | $122,629,051 | 33 | $3,716,032 | June 30, 2026 |
| Benchmark Financial, LLC | $122,700,049 | 54 | $2,272,223 | June 30, 2026 |
| Miller Financial Services LLC | $122,730,860 | 142 | $864,302 | June 30, 2026 |
| Alamut Investment Management LLP | $122,794,494 | 3 | $40,931,498 | June 30, 2026 |
| Powerhouse Assets LLC | $122,846,560 | 57 | $2,155,203 | June 30, 2026 |
| Wealth Advisory Team LLC | $123,009,711 | 39 | $3,154,095 | June 30, 2026 |
| RHS Financial, LLC | $123,077,260 | 165 | $745,923 | June 30, 2026 |
| AGH Wealth Advisors, LLC | $123,098,652 | 129 | $954,253 | June 30, 2026 |
| Aldebaran Financial Inc. | $123,160,191 | 82 | $1,501,954 | June 30, 2026 |
| ATLas Financial Planning LLC | $123,343,861 | 69 | $1,787,592 | June 30, 2026 |
| Scientech Research LLC | $123,369,926 | 224 | $550,759 | June 30, 2026 |
| Bolthouse Investments, LLC | $123,396,636 | 86 | $1,434,845 | June 30, 2026 |
| Wealth Care LLC | $123,469,849 | 73 | $1,691,368 | June 30, 2026 |
| City Center Advisors, LLC | $123,491,164 | 170 | $726,419 | June 30, 2026 |
| Niles Investment Management, LLC | $123,493,616 | 19 | $6,499,664 | June 30, 2026 |
| Southern Style Financial, Inc. | $123,521,315 | 28 | $4,411,476 | Dec. 31, 2024 Stale |
| LEGACY SOLUTIONS, LLC | $123,577,976 | 88 | $1,404,295 | June 30, 2026 |
| AG Asset Advisory, LLC | $123,632,541 | 28 | $4,415,448 | June 30, 2026 |
| Capital CS Group, LLC | $123,677,661 | 72 | $1,717,745 | June 30, 2026 |
| DB Fitzpatrick & Co, Inc | $123,734,916 | 100 | $1,237,349 | June 30, 2026 |
| Infinity Wealth Counsel, LLC | $123,759,137 | 65 | $1,903,987 | June 30, 2026 |
| Wagner Wealth Management, Corp | $123,823,991 | 101 | $1,225,980 | June 30, 2026 |
| Cria, Inc. | $123,835,922 | 2 | $61,917,961 | June 30, 2026 |
| Elefante Mark B | $123,836,986 | 60 | $2,063,950 | June 30, 2026 |
| Clarion Wealth Managment Partners, LLC | $123,882,696 | 87 | $1,423,939 | June 30, 2026 |
| Corps Capital Advisors, LLC | $123,966,309 | 99 | $1,252,185 | June 30, 2026 |
| Robocap Asset Management Ltd | $124,013,020 | 22 | $5,636,955 | June 30, 2026 |
| CONQUIS FINANCIAL LLC | $124,015,219 | 54 | $2,296,578 | June 30, 2026 |
| Opus Financial Solutions LLC | $124,040,284 | 111 | $1,117,480 | June 30, 2026 |
| Prospect Financial Group LLC | $124,133,236 | 70 | $1,773,332 | June 30, 2026 |
| Concorde Financial Corp | $124,148,575 | 26 | $4,774,945 | June 30, 2026 |
| Palatine Hill Wealth Management, LLC | $124,164,464 | 55 | $2,257,536 | June 30, 2026 |
| Sherwood Financial Partners, LLC | $124,229,411 | 8 | $15,528,676 | June 30, 2026 |
| EDMP, INC. | $124,257,173 | 70 | $1,775,102 | June 30, 2026 |
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