Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | $164,746,229 | 92 | $1,790,720 | June 30, 2026 |
| Laraway Financial Advisors Inc | $164,747,022 | 140 | $1,176,764 | June 30, 2026 |
| TOWER TRUST & INVESTMENT Co | $164,800,984 | 247 | $667,210 | June 30, 2026 |
| CAPITAL & PLANNING, LLC | $164,830,195 | 172 | $958,315 | March 31, 2026 Previous quarter |
| HAHN CAPITAL MANAGEMENT LLC | $164,926,517 | 31 | $5,320,210 | June 30, 2026 |
| Foresight Global Investors, Inc. | $164,962,881 | 32 | $5,155,090 | June 30, 2026 |
| Framtiden Holdings Management Co LLC | $165,004,683 | 6 | $27,500,781 | June 30, 2026 |
| Grantvest Financial Group LLC | $165,154,533 | 189 | $873,834 | June 30, 2026 |
| Lansing Management LP | $165,204,149 | 13 | $12,708,011 | June 30, 2026 |
| Anchorage Capital Advisors, L.P. | $165,343,283 | 5 | $33,068,657 | June 30, 2026 |
| ZynergyRetirementPlanningLLC | $165,350,082 | 26 | $6,359,619 | March 31, 2026 Previous quarter |
| GRATIA CAPITAL, LLC | $165,382,956 | 31 | $5,334,934 | June 30, 2026 |
| Enstar Group LTD | $165,453,948 | 9 | $18,383,772 | June 30, 2026 |
| KOM Wealth Management Group, LLC | $165,496,133 | 96 | $1,723,918 | June 30, 2026 |
| Robert Bosch GmbH | $165,507,311 | 3 | $55,169,104 | June 30, 2026 |
| TopTier Wealth Management, LLC | $165,543,823 | 133 | $1,244,690 | June 30, 2026 |
| VERITY Wealth Advisors | $165,572,956 | 81 | $2,044,111 | June 30, 2026 |
| Zeit Capital LLC | $165,578,557 | 52 | $3,184,203 | June 30, 2026 |
| Good Steward Wealth Advisors,LLC | $165,605,874 | 71 | $2,332,477 | June 30, 2026 |
| S. R. Schill & Associates | $165,661,261 | 25 | $6,626,450 | June 30, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | $165,687,393 | 99 | $1,673,610 | June 30, 2026 |
| Refined Wealth Management | $165,700,676 | 49 | $3,381,646 | June 30, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | $165,910,489 | 88 | $1,885,346 | June 30, 2026 |
| Shum Financial Group, Inc. | $165,922,342 | 106 | $1,565,305 | June 30, 2026 |
| Kurv Investment Management LLC | $165,964,794 | 54 | $3,073,422 | June 30, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | $165,987,425 | 53 | $3,131,838 | June 30, 2026 |
| Mainstream Capital Management LLC | $166,061,725 | 90 | $1,845,130 | June 30, 2026 |
| LFA - Lugano Financial Advisors SA | $166,164,701 | 274 | $606,441 | June 30, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $166,222,822 | 122 | $1,362,482 | June 30, 2026 |
| SeaTown Holdings Pte. Ltd. | $166,384,603 | 15 | $11,092,307 | June 30, 2026 |
| Harber Asset Management LLC | $166,405,154 | 39 | $4,266,799 | June 30, 2026 |
| Keystone Financial Services, LLC | $166,434,331 | 61 | $2,728,432 | June 30, 2026 |
| Copia Wealth Management | $166,474,257 | 570 | $292,060 | June 30, 2026 |
| IAT REINSURANCE CO LTD. | $166,507,534 | 77 | $2,162,436 | June 30, 2026 |
| Grand Alliance Asset Management Ltd | $166,548,678 | 15 | $11,103,245 | June 30, 2026 |
| Lauer Wealth, LLC | $166,580,624 | 75 | $2,221,075 | June 30, 2026 |
| Orca Wealth Management, LLC | $166,645,082 | 83 | $2,007,772 | June 30, 2026 |
| Evergreen Wealth Partners LLC | $166,650,339 | 89 | $1,872,476 | June 30, 2026 |
| Ackerman Asset Management, LLC | $166,664,850 | 38 | $4,385,917 | June 30, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | $166,754,309 | 84 | $1,985,170 | June 30, 2026 |
| Strong Retirement Solutions LLC | $166,836,389 | 82 | $2,034,590 | June 30, 2026 |
| Custos Family Office, LLC | $166,904,047 | 68 | $2,454,471 | June 30, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | $166,918,738 | 98 | $1,703,252 | June 30, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | $167,033,722 | 40 | $4,175,843 | June 30, 2026 |
| Certus Wealth Management, LLC | $167,094,898 | 58 | $2,880,947 | Sept. 30, 2025 Stale |
| AMARA FINANCIAL, LLC. | $167,113,360 | 48 | $3,481,528 | June 30, 2026 |
| Serenity Capital LLC | $167,131,162 | 7 | $23,875,880 | March 31, 2025 Stale |
| GEN Financial Management, INC. | $167,135,048 | 42 | $3,979,406 | June 30, 2026 |
| Lummis Asset Management, LP | $167,196,234 | 221 | $756,544 | June 30, 2026 |
| THOMPSON DAVIS & CO., INC. | $167,243,029 | 168 | $995,494 | June 30, 2026 |
Page 48
of 189