Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| STAGE HARBOR FINANCIAL, LLC | $173,093,946 | 64 | $2,704,593 | June 30, 2026 |
| Natixis Investment Managers, LLC | $173,202,748 | 4 | $43,300,687 | June 30, 2026 |
| PVG ASSET MANAGEMENT CORP | $173,205,290 | 132 | $1,312,161 | June 30, 2026 |
| Ehrenkranz Partners L.P. | $173,221,770 | 49 | $3,535,138 | June 30, 2026 |
| Livet Wealth, LLC | $173,376,071 | 122 | $1,421,115 | June 30, 2026 |
| Strategent Financial, LLC | $173,603,950 | 41 | $4,234,243 | June 30, 2026 |
| Melia Wealth LLC | $173,677,463 | 23 | $7,551,194 | June 30, 2026 |
| Triton Financial Group Inc | $173,699,327 | 99 | $1,754,539 | June 30, 2026 |
| M.E. ALLISON & CO., INC. | $173,748,366 | 195 | $891,017 | June 30, 2026 |
| MontVue Capital Management, Inc. | $173,796,770 | 78 | $2,228,164 | June 30, 2026 |
| Cedar Point Capital Partners, LLC | $173,826,184 | 77 | $2,257,483 | June 30, 2026 |
| DHK Financial Advisors, Inc. | $173,888,205 | 87 | $1,998,715 | June 30, 2025 Stale |
| Kalehua Capital Management LLC | $173,960,282 | 26 | $6,690,780 | June 30, 2026 |
| Pacific Wealth Strategies Group, Inc. | $174,010,084 | 59 | $2,949,323 | June 30, 2026 |
| 6th Street Advisors, LLC | $174,032,930 | 61 | $2,852,999 | June 30, 2026 |
| Northwest Wealth Advisors, LLC | $174,039,043 | 66 | $2,636,955 | June 30, 2026 |
| PIAR LLC | $174,049,515 | 92 | $1,891,843 | June 30, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | $174,123,656 | 172 | $1,012,347 | June 30, 2026 |
| Accelerate Investment Advisors LLC | $174,138,451 | 149 | $1,168,714 | June 30, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | $174,273,399 | 109 | $1,598,839 | June 30, 2026 |
| Coordinated Financial Services, Inc. | $174,288,690 | 176 | $990,277 | March 31, 2026 Previous quarter |
| PEOPLES FINANCIAL SERVICES CORP. | $174,335,480 | 270 | $645,687 | June 30, 2026 |
| STILWELL VALUE LLC | $174,355,420 | 24 | $7,264,809 | June 30, 2026 |
| BOYAR ASSET MANAGEMENT INC. | $174,376,942 | 77 | $2,264,636 | June 30, 2026 |
| Hansen & Associates Financial Group, Inc. | $174,476,304 | 45 | $3,877,251 | June 30, 2026 |
| CogentBlue Wealth Advisors, LLC | $174,534,682 | 103 | $1,694,511 | June 30, 2026 |
| PRING TURNER CAPITAL GROUP INC | $174,580,366 | 73 | $2,391,512 | June 30, 2026 |
| Credit Capital Investments LLC | $174,623,540 | 42 | $4,157,703 | June 30, 2026 |
| Basepoint Wealth LLC | $174,788,059 | 631 | $277,002 | June 30, 2026 |
| Gallagher Capital Advisors, LLC | $174,933,544 | 71 | $2,463,853 | June 30, 2026 |
| William Mack & Associates, Inc. | $174,947,843 | 73 | $2,396,546 | March 31, 2026 Previous quarter |
| Buttonwood Financial Group, LLC | $174,977,797 | 33 | $5,302,357 | June 30, 2026 |
| ELEVATE WEALTH ADVISORY, INC | $175,078,610 | 127 | $1,378,572 | June 30, 2026 |
| CAPSTONE CAPITAL LLC | $175,080,684 | 26 | $6,733,872 | June 30, 2026 |
| Taylor & Morgan Wealth Management, LLC | $175,293,102 | 79 | $2,218,900 | March 31, 2026 Previous quarter |
| Flavin Financial Services, Inc. | $175,495,378 | 81 | $2,166,610 | June 30, 2026 |
| Pelham Capital Ltd. | $175,591,797 | 12 | $14,632,650 | June 30, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | $175,655,298 | 78 | $2,251,991 | June 30, 2026 |
| MILLBANK DARTMOOR PORTSMOUTH LLC | $175,742,002 | 2 | $87,871,001 | June 30, 2026 |
| RAINIER FAMILY WEALTH INC | $175,748,525 | 102 | $1,723,025 | June 30, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | $175,803,122 | 31 | $5,671,068 | June 30, 2026 |
| Providence Financial Advisors, LLC | $175,814,703 | 60 | $2,930,245 | June 30, 2026 |
| Marcho Partners LLP | $175,834,912 | 6 | $29,305,819 | June 30, 2026 |
| Dedeker Financial LLC | $175,954,076 | 55 | $3,199,165 | June 30, 2026 |
| ALBERT D MASON INC | $175,975,867 | 139 | $1,266,013 | June 30, 2026 |
| Karnit Road Accident Victims Compensation Fund | $175,983,741 | 17 | $10,351,985 | June 30, 2026 |
| Legend Financial Advisors, Inc. | $176,007,982 | 40 | $4,400,200 | June 30, 2026 |
| BML Capital Management, LLC | $176,054,067 | 18 | $9,780,782 | June 30, 2026 |
| Black Maple Capital Management LP | $176,122,024 | 94 | $1,873,639 | June 30, 2026 |
| CASPIAN CAPITAL LP | $176,128,175 | 13 | $13,548,321 | June 30, 2026 |
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