Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Asset Allocation & Management Company, LLC | $306,926 | 67 | $4,581 | June 30, 2026 |
| Solari Capital Management, LLC | $317,612 | 1 | $317,612 | Sept. 30, 2025 Stale |
| Gunma Bank,Ltd. | $319,436 | 31 | $10,304 | Sept. 30, 2025 Stale |
| Mathes Company, Inc. | $321,838 | 129 | $2,495 | June 30, 2026 |
| Nicollet Investment Management, Inc. | $323,860 | 77 | $4,206 | June 30, 2026 |
| Hayek Kallen Investment Management | $329,721 | 97 | $3,399 | June 30, 2026 |
| NKCFO LLC | $330,144 | 92 | $3,589 | June 30, 2026 |
| FDx Advisors, Inc. | $331,675 | 179 | $1,853 | June 30, 2026 |
| Select Asset Management & Trust | $332,357 | 79 | $4,207 | June 30, 2026 |
| Smithfield Trust Co | $339,742 | 1,080 | $315 | June 30, 2026 |
| Factorial Partners, LLC | $341,000 | 1 | $341,000 | June 30, 2026 |
| Tieton Capital Management, LLC | $347,792 | 37 | $9,400 | June 30, 2026 |
| USAdvisors Wealth Management, LLC | $348,804 | 144 | $2,422 | June 30, 2026 |
| STONEHILL CAPITAL MANAGEMENT LLC | $350,145 | 15 | $23,343 | June 30, 2026 |
| Centerpoint Advisors, LLC | $352,193 | 425 | $829 | June 30, 2026 |
| Olde Wealth Management, LLC | $352,855 | 119 | $2,965 | June 30, 2026 |
| Neumann Advisory Hong Kong Ltd | $355,852 | 6 | $59,309 | June 30, 2026 |
| BCR Wealth Strategies, LLC | $355,941 | 32 | $11,123 | June 30, 2026 |
| Point72 Private Investments, LLC | $368,114 | 1 | $368,114 | June 30, 2026 |
| Ceeto Capital Group, LLC | $369,478 | 174 | $2,123 | June 30, 2026 |
| Aspen Investment Management Inc | $371,968 | 187 | $1,989 | June 30, 2026 |
| WealthBridge Investment Counsel Inc. | $374,542 | 44 | $8,512 | June 30, 2026 |
| FINANCIAL ADVISORY CORP /UT/ /ADV | $376,638 | 194 | $1,941 | Dec. 31, 2025 Stale |
| Capital Innovations LLC | $385,196 | 51 | $7,553 | June 30, 2026 |
| Stolper Co | $387,320 | 91 | $4,256 | June 30, 2026 |
| Centre Asset Management, LLC | $388,899 | 70 | $5,556 | March 31, 2025 Stale |
| Winthrop Capital Management, LLC | $389,497 | 356 | $1,094 | March 31, 2026 Previous quarter |
| SS&H Financial Advisors, Inc. | $390,935 | 130 | $3,007 | June 30, 2026 |
| First PREMIER Bank | $392,267 | 358 | $1,096 | June 30, 2026 |
| NFC Investments, LLC | $393,189 | 43 | $9,144 | June 30, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | $393,980 | 358 | $1,101 | June 30, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | $395,293 | 113 | $3,498 | June 30, 2026 |
| PHYSICIANS FINANCIAL SERVICES, INC. | $400,743 | 106 | $3,781 | June 30, 2026 |
| Wealth Group, Ltd. | $400,743 | 106 | $3,781 | June 30, 2026 |
| Fruth Investment Management | $401,257 | 229 | $1,752 | March 31, 2026 Previous quarter |
| G.F.W. Energy XII, L.P. | $401,374 | 2 | $200,687 | Sept. 30, 2025 Stale |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | $402,722 | 693 | $581 | June 30, 2026 |
| Lester Murray Antman dba SimplyRich | $407,313 | 166 | $2,454 | June 30, 2026 |
| Polunin Capital Partners Ltd | $407,418 | 19 | $21,443 | June 30, 2026 |
| TOBAM | $411,935 | 258 | $1,597 | June 30, 2026 |
| STEVENS CAPITAL MANAGEMENT LP | $416,641 | 213 | $1,956 | June 30, 2026 |
| Seascape Capital Management | $417,344 | 96 | $4,347 | June 30, 2026 |
| Turner Capital Investments, LLC | $420,684 | 1 | $420,684 | March 31, 2026 Previous quarter |
| Westwind Capital | $422,083 | 77 | $5,482 | June 30, 2026 |
| M3F, Inc. | $422,171 | 22 | $19,190 | June 30, 2026 |
| BIRINYI ASSOCIATES INC | $422,729 | 61 | $6,930 | June 30, 2026 |
| Wood Tarver Financial Group, LLC | $423,604 | 165 | $2,567 | June 30, 2026 |
| SG Trading Solutions, LLC | $430,823 | 211 | $2,042 | Dec. 31, 2025 Stale |
| Delta Financial Group, Inc. | $437,518 | 258 | $1,696 | March 31, 2025 Stale |
| Hunter Perkins Capital Management, LLC | $445,574 | 149 | $2,990 | June 30, 2026 |
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