Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Golden Bell Financial Planning LLC | $136,005,023 | 41 | $3,317,196 | June 30, 2026 |
| Pollock Investment Advisors, LLC | $136,014,027 | 40 | $3,400,351 | Dec. 31, 2025 Stale |
| Ishara Investments LP | $136,099,277 | 41 | $3,319,495 | June 30, 2026 |
| SEMITAM BONAM LLC | $136,134,804 | 50 | $2,722,696 | June 30, 2026 |
| WJ Financial Advisors LLC | $136,139,620 | 137 | $993,720 | June 30, 2026 |
| RAHLFS CAPITAL, LLC | $136,184,421 | 86 | $1,583,540 | June 30, 2026 |
| KVP Capital Advisors, LP | $136,239,482 | 35 | $3,892,557 | June 30, 2026 |
| Copley Financial Group, Inc. | $136,268,826 | 118 | $1,154,821 | June 30, 2026 |
| Transmarket Holdings LP | $136,331,512 | 33 | $4,131,258 | June 30, 2026 |
| Fulcrum Equity Management | $136,396,500 | 144 | $947,198 | June 30, 2026 |
| UNIONVIEW, LLC | $136,433,594 | 91 | $1,499,270 | Dec. 31, 2024 Stale |
| Sidoxia Capital Management, LLC | $136,438,879 | 88 | $1,550,442 | June 30, 2026 |
| Momentum Wealth Planning, LLC | $136,462,300 | 38 | $3,591,113 | June 30, 2026 |
| Aventus Investment Advisors, Inc. | $136,482,406 | 157 | $869,315 | June 30, 2026 |
| Latash Investments, LLC | $136,488,925 | 20 | $6,824,446 | June 30, 2026 |
| Axos Invest Inc. | $136,611,861 | 20 | $6,830,593 | June 30, 2026 |
| Investment Advisory Services Group LLC | $136,660,506 | 37 | $3,693,527 | June 30, 2026 |
| Timmons Wealth Management, LLC | $136,703,132 | 74 | $1,847,340 | June 30, 2026 |
| Barrier Capital Management, LLC | $136,755,719 | 18 | $7,597,540 | June 30, 2026 |
| Stone Wealth Partners | $136,759,772 | 63 | $2,170,790 | June 30, 2026 |
| SYNTAX RESEARCH, INC. | $136,879,007 | 179 | $764,687 | June 30, 2026 |
| Crabel Capital Management, LLC | $136,947,120 | 51 | $2,685,238 | June 30, 2026 |
| Templeton & Phillips Capital Management, LLC | $137,081,915 | 52 | $2,636,191 | June 30, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | $137,086,909 | 55 | $2,492,489 | June 30, 2026 |
| Sentinel Dome Partners, LLC | $137,089,046 | 32 | $4,284,033 | June 30, 2026 |
| Farnam Financial LLC | $137,140,869 | 53 | $2,587,564 | June 30, 2026 |
| WealthPoint Financial, LLC | $137,163,640 | 126 | $1,088,600 | June 30, 2026 |
| MARQUETTE ASSOCIATES, INC. | $137,192,107 | 38 | $3,610,319 | June 30, 2026 |
| GTS FINANCIAL, LLC | $137,206,460 | 41 | $3,346,499 | June 30, 2026 |
| Pitti Group Wealth Management, LLC | $137,275,710 | 84 | $1,634,235 | June 30, 2026 |
| Rubicon Advisors, GP | $137,299,744 | 86 | $1,596,509 | June 30, 2026 |
| Lynx Investment Advisory | $137,427,146 | 230 | $597,509 | June 30, 2026 |
| Soapstone Management L.P. | $137,500,963 | 13 | $10,576,997 | June 30, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | $137,607,839 | 71 | $1,938,139 | June 30, 2026 |
| SIMA Wealth Partners, LLC | $137,635,208 | 130 | $1,058,732 | June 30, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | $137,642,946 | 109 | $1,262,779 | June 30, 2026 |
| Windsor Advisory Group, LLC | $137,690,731 | 97 | $1,419,492 | June 30, 2026 |
| Approach Retirement Advisors, LLC | $137,712,493 | 82 | $1,679,421 | June 30, 2026 |
| Orca Investment Management, LLC | $137,775,660 | 60 | $2,296,261 | June 30, 2026 |
| Cassilly Financial Group LLC | $137,792,277 | 75 | $1,837,230 | June 30, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | $137,864,996 | 208 | $662,812 | June 30, 2026 |
| Appalachian Capital Management Ltd | $137,870,297 | 43 | $3,206,286 | June 30, 2026 |
| GreatBanc Trust CO | $137,912,297 | 70 | $1,970,176 | June 30, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $137,929,340 | 59 | $2,337,785 | March 31, 2026 Previous quarter |
| ArborFi Advisors, LLC | $137,942,142 | 45 | $3,065,381 | June 30, 2026 |
| Wilmar Advisors LLC | $138,053,935 | 23 | $6,002,345 | June 30, 2026 |
| DRAVO BAY LLC | $138,092,639 | 51 | $2,707,699 | June 30, 2026 |
| Prosperity Advisers, LLC | $138,106,113 | 44 | $3,138,775 | June 30, 2026 |
| Hillman Capital Management, Inc. | $138,152,113 | 54 | $2,558,372 | June 30, 2026 |
| DigitalBridge Group, Inc. | $138,318,560 | 61 | $2,267,517 | June 30, 2026 |
Page 36
of 189