Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Chico Wealth RIA | $191,919,318 | 49 | $3,916,721 | June 30, 2026 |
| Ascentis Wealth Management, LLC | $191,932,058 | 713 | $269,189 | June 30, 2026 |
| ATLANTIC INVESTMENT MANAGEMENT, INC. | $191,967,442 | 12 | $15,997,287 | June 30, 2026 |
| Seros Financial, LLC | $191,977,814 | 66 | $2,908,755 | June 30, 2026 |
| Cyr Financial Inc. | $191,980,778 | 62 | $3,096,464 | June 30, 2026 |
| Henson-Edgewater Management, LLC | $191,986,494 | 66 | $2,908,886 | June 30, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | $192,100,266 | 89 | $2,158,430 | June 30, 2026 |
| Anderson Financial Strategies, LLC | $192,400,132 | 36 | $5,344,448 | June 30, 2026 |
| Emergent Wealth Advisors, LLC | $192,409,978 | 122 | $1,577,131 | June 30, 2026 |
| Mustard Seed Financial, LLC | $192,454,533 | 97 | $1,984,067 | June 30, 2026 |
| Dupree Financial Group, LLC | $192,496,751 | 81 | $2,376,503 | June 30, 2026 |
| Wernau Asset Management Inc. | $192,506,574 | 51 | $3,774,639 | June 30, 2026 |
| PEOPLES BANK /OH | $192,507,826 | 100 | $1,925,078 | June 30, 2026 |
| Manuka Financial, LLC | $192,618,806 | 55 | $3,502,160 | June 30, 2026 |
| M3 Advisory Group, LLC | $192,840,951 | 156 | $1,236,160 | June 30, 2026 |
| Lighthouse Financial LLC | $192,883,623 | 78 | $2,472,867 | June 30, 2026 |
| QSM Asset Management Ltd | $192,903,161 | 24 | $8,037,632 | June 30, 2026 |
| Carter Financial Group, INC. | $192,911,860 | 134 | $1,439,641 | June 30, 2026 |
| JERICHO FINANCIAL, LLP | $192,974,653 | 41 | $4,706,699 | June 30, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | $192,994,413 | 129 | $1,496,081 | June 30, 2026 |
| LeClair Wealth Partners LLC | $193,029,753 | 132 | $1,462,347 | June 30, 2026 |
| Hurley Capital, LLC | $193,082,663 | 678 | $284,783 | June 30, 2026 |
| Brown Shipley& Co Ltd | $193,129,212 | 75 | $2,575,056 | June 30, 2026 |
| Berbice Capital Management LLC | $193,177,097 | 87 | $2,220,426 | June 30, 2026 |
| Channing Global Advisors, LLC | $193,207,070 | 41 | $4,712,368 | June 30, 2026 |
| ROI Financial Advisors, LLC | $193,253,175 | 70 | $2,760,760 | June 30, 2026 |
| Code Waechter LLC | $193,313,419 | 127 | $1,522,153 | June 30, 2026 |
| Share Andrew L. | $193,416,172 | 19 | $10,179,799 | June 30, 2026 |
| McClarren Financial Advisors, Inc. | $193,473,905 | 85 | $2,276,164 | June 30, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | $193,498,865 | 119 | $1,626,041 | March 31, 2026 Previous quarter |
| Williams Financial, LLC | $193,511,489 | 30 | $6,450,383 | June 30, 2026 |
| Ballew Advisors, Inc | $193,517,926 | 129 | $1,500,139 | June 30, 2026 |
| Echo45 Advisors LLC | $193,601,382 | 78 | $2,482,069 | June 30, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | $193,637,088 | 108 | $1,792,936 | June 30, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | $193,663,397 | 122 | $1,587,405 | June 30, 2026 |
| TMT General Partner Ltd | $193,819,397 | 3 | $64,606,466 | June 30, 2026 |
| True Vision MN LLC | $193,902,643 | 98 | $1,978,598 | March 31, 2026 Previous quarter |
| Pioneer Family Office, LLC | $194,046,104 | 129 | $1,504,233 | June 30, 2026 |
| Ibex Investors LLC | $194,072,501 | 15 | $12,938,167 | June 30, 2026 |
| Key Capital Management, INC | $194,213,855 | 726 | $267,512 | June 30, 2026 |
| International Private Wealth Advisors LLC | $194,265,105 | 160 | $1,214,157 | June 30, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | $194,327,978 | 115 | $1,689,809 | June 30, 2026 |
| S&T Bank/PA | $194,352,992 | 445 | $436,748 | June 30, 2026 |
| Aurora Investment Counsel | $194,409,069 | 113 | $1,720,434 | June 30, 2026 |
| EHRLICH FINANCIAL GROUP | $194,428,101 | 119 | $1,633,850 | June 30, 2026 |
| SVRN Asset Management, LLC | $194,485,872 | 51 | $3,813,448 | June 30, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | $194,486,768 | 300 | $648,289 | June 30, 2026 |
| BIRCH FINANCIAL GROUP, LLC | $194,509,883 | 135 | $1,440,814 | June 30, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | $194,521,207 | 67 | $2,903,302 | June 30, 2026 |
| CAMDEN NATIONAL BANK | $194,642,831 | 184 | $1,057,841 | June 30, 2026 |
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