Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| WAYSTONE ADVISORS LLC | $134,078,178 | 110 | $1,218,893 | June 30, 2026 |
| Arnold Financial Planning LLC | $134,090,098 | 41 | $3,270,490 | June 30, 2026 |
| LWM ADVISORS INC | $134,110,628 | 37 | $3,624,612 | June 30, 2026 |
| Daytona Street Capital LLC | $134,230,659 | 277 | $484,587 | June 30, 2026 |
| Vista Cima Wealth Management LLC | $134,275,583 | 49 | $2,740,318 | June 30, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | $134,282,002 | 103 | $1,303,709 | June 30, 2026 |
| Boreal Capital Management LLC | $134,286,874 | 507 | $264,866 | June 30, 2026 |
| Hingham Institution for Savings | $134,303,551 | 15 | $8,953,570 | June 30, 2026 |
| David Wealth Management LLC | $134,337,674 | 55 | $2,442,503 | June 30, 2025 Stale |
| Valtrion Capital Management, LLC | $134,356,707 | 103 | $1,304,434 | June 30, 2026 |
| Bangor Savings Bank | $134,357,837 | 543 | $247,436 | June 30, 2026 |
| Athena Wealth Management, LLC | $134,455,722 | 104 | $1,292,843 | June 30, 2026 |
| Cook & Bynum Capital Management, LLC | $134,506,807 | 6 | $22,417,801 | June 30, 2026 |
| OBSIDIAN CIO, LLC | $134,508,526 | 221 | $608,636 | June 30, 2026 |
| Life Planning Partners, Inc | $134,543,381 | 71 | $1,894,977 | June 30, 2026 |
| Summitas Investment Management LLC | $134,558,527 | 10 | $13,455,853 | June 30, 2026 |
| BLVD Private Wealth, LLC | $134,558,612 | 71 | $1,895,192 | June 30, 2026 |
| VanWeelden Wealth Management, LLC | $134,566,851 | 19 | $7,082,466 | June 30, 2026 |
| RM Financial Services, LLC | $134,587,735 | 79 | $1,703,642 | June 30, 2026 |
| Texas Bank & Trust Co | $134,608,906 | 185 | $727,616 | June 30, 2026 |
| MRP Capital Investments, LLC | $134,642,000 | 223 | $603,776 | June 30, 2026 |
| Point72 Italy, S.r.l. | $134,682,548 | 19 | $7,088,555 | Sept. 30, 2025 Stale |
| Oath Planning, LLC | $134,719,007 | 71 | $1,897,451 | June 30, 2026 |
| Andrew Hill Investment Advisors, Inc. | $134,737,304 | 57 | $2,363,812 | June 30, 2026 |
| Prospect Capital Advisors, LLC | $134,744,404 | 30 | $4,491,480 | June 30, 2026 |
| Stirlingshire Investments, Inc. | $134,854,762 | 221 | $610,203 | June 30, 2026 |
| PIPER SANDLER & CO. | $134,885,749 | 19 | $7,099,250 | June 30, 2026 |
| Western Reserve Capital Management, LLC | $134,900,708 | 53 | $2,545,296 | June 30, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | $134,998,777 | 80 | $1,687,485 | June 30, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | $135,008,642 | 19 | $7,105,718 | June 30, 2026 |
| BFI Wealth Solutions, LLC | $135,047,613 | 82 | $1,646,922 | June 30, 2026 |
| Titan Investment Management LLC | $135,059,985 | 38 | $3,554,210 | June 30, 2026 |
| Barnett & Company, Inc. | $135,064,210 | 86 | $1,570,514 | June 30, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | $135,191,380 | 78 | $1,733,223 | June 30, 2026 |
| RD Lewis Holdings, Inc. | $135,202,692 | 88 | $1,536,394 | June 30, 2026 |
| INTREPID FAMILY OFFICE LLC | $135,227,774 | 36 | $3,756,327 | June 30, 2026 |
| 180 GPS Investments IC Ltd | $135,252,331 | 23 | $5,880,536 | June 30, 2026 |
| Tsai Capital Corp | $135,308,633 | 17 | $7,959,331 | June 30, 2026 |
| Executive Wealth Management, LLC | $135,413,701 | 255 | $531,034 | Dec. 31, 2024 Stale |
| Northwest Bank & Trust Co | $135,486,181 | 198 | $684,274 | Dec. 31, 2024 Stale |
| Targeted Financial Services LLC | $135,505,905 | 63 | $2,150,887 | June 30, 2026 |
| FIRST COMMUNITY TRUST NA | $135,521,083 | 359 | $377,496 | March 31, 2026 Previous quarter |
| Telligent Fund, LP | $135,676,256 | 23 | $5,898,968 | June 30, 2026 |
| Donalies Financial Planning, LLC | $135,680,379 | 78 | $1,739,492 | June 30, 2026 |
| CORE WEALTH ADVISORS, LLC | $135,711,766 | 35 | $3,877,479 | June 30, 2026 |
| Phillips Wealth Planners LLC | $135,756,115 | 217 | $625,604 | June 30, 2026 |
| Challenger Wealth Management | $135,861,273 | 65 | $2,090,173 | June 30, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | $135,926,029 | 83 | $1,637,663 | June 30, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | $135,962,551 | 79 | $1,721,045 | June 30, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | $135,970,494 | 127 | $1,070,634 | June 30, 2026 |
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