Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Harvest Investment Advisors, LLC | $201,519,287 | 58 | $3,474,470 | June 30, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | $201,539,515 | 65 | $3,100,608 | June 30, 2026 |
| InTrack Investment Management Inc | $201,690,860 | 110 | $1,833,553 | June 30, 2026 |
| Meriwether Wealth & Planning, LLC | $201,700,547 | 122 | $1,653,283 | June 30, 2026 |
| Spectrum Strategic Capital Management, LLC | $201,756,935 | 79 | $2,553,885 | June 30, 2026 |
| Farringdon Capital, Ltd. | $201,843,168 | 184 | $1,096,974 | June 30, 2026 |
| Marmo Financial Group, LLC | $201,886,231 | 38 | $5,312,796 | March 31, 2026 Previous quarter |
| Orland Properties Ltd | $202,129,184 | 10 | $20,212,918 | June 30, 2026 |
| BRANDYWINE MANAGERS, LLC | $202,159,333 | 46 | $4,394,768 | June 30, 2026 |
| Winthrop Partners - WNY, LLC | $202,205,354 | 87 | $2,324,199 | June 30, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | $202,223,270 | 74 | $2,732,747 | June 30, 2026 |
| Delphi Financial Group, Inc. | $202,334,870 | 26 | $7,782,110 | June 30, 2026 |
| Longview Financial Advisors LLC | $202,360,053 | 150 | $1,349,067 | June 30, 2026 |
| EVR Research LP | $202,529,688 | 28 | $7,233,203 | June 30, 2026 |
| Tower Wealth Partners, Inc. | $202,558,141 | 101 | $2,005,526 | June 30, 2026 |
| American Trust Investment Advisors, LLC | $202,560,622 | 81 | $2,500,748 | June 30, 2026 |
| Valley Financial Group, Inc. | $202,787,340 | 62 | $3,270,764 | June 30, 2026 |
| ELWOOD CAPITAL PARTNERS LP | $202,816,888 | 32 | $6,338,028 | June 30, 2026 |
| Salus Financial Advisors, LLC | $202,843,331 | 39 | $5,201,111 | June 30, 2026 |
| Security National Bank | $202,866,857 | 392 | $517,517 | June 30, 2026 |
| Flywheel Private Wealth LLC | $202,916,833 | 109 | $1,861,622 | June 30, 2026 |
| Financial Alternatives, Inc | $202,940,129 | 84 | $2,415,954 | June 30, 2026 |
| Bucket List Wealth Management, LLC | $202,986,695 | 63 | $3,222,011 | June 30, 2026 |
| CORNERCAP INVESTMENT COUNSEL INC | $203,000,635 | 151 | $1,344,375 | Dec. 31, 2025 Stale |
| Rachor Investment Advisory Services, LLC | $203,076,457 | 203 | $1,000,377 | June 30, 2026 |
| AtlasMark Financial, Inc | $203,117,708 | 48 | $4,231,619 | June 30, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | $203,142,401 | 56 | $3,627,543 | June 30, 2026 |
| Pettee Investors, Inc. | $203,220,310 | 115 | $1,767,133 | June 30, 2026 |
| Sage Advisory Services, Ltd.Co. | $203,244,000 | 46 | $4,418,348 | June 30, 2026 |
| Clay Northam Wealth Management, LLC | $203,276,160 | 109 | $1,864,919 | June 30, 2026 |
| Optimize Financial Inc | $203,287,733 | 297 | $684,470 | March 31, 2026 Previous quarter |
| OXFORD ASSET MANAGEMENT LLP | $203,326,292 | 364 | $558,589 | June 30, 2026 |
| FAIRFIELD, BUSH & CO. | $203,385,129 | 126 | $1,614,168 | June 30, 2026 |
| Little Harbor Advisors, LLC | $203,417,090 | 6 | $33,902,848 | June 30, 2026 |
| Guardian Wealth Management, Inc. | $203,521,269 | 66 | $3,083,656 | June 30, 2026 |
| AF Advisors, Inc. | $203,598,155 | 30 | $6,786,605 | June 30, 2026 |
| Loudon Investment Management, LLC | $203,685,788 | 95 | $2,144,061 | June 30, 2026 |
| Donald L. Hagan, LLC | $203,703,024 | 86 | $2,368,640 | Sept. 30, 2025 Stale |
| Pacific Asset Management, LLC | $203,780,544 | 76 | $2,681,323 | June 30, 2026 |
| 4J Wealth Management LLC | $203,870,576 | 111 | $1,836,672 | June 30, 2026 |
| MB Generational Wealth, LLC | $203,894,918 | 66 | $3,089,317 | June 30, 2026 |
| REDPOINT MANAGEMENT, LLC | $203,917,573 | 3 | $67,972,524 | June 30, 2026 |
| EADS & HEALD WEALTH MANAGEMENT | $204,045,850 | 148 | $1,378,688 | June 30, 2026 |
| Mithaq Capital SPC | $204,047,752 | 3 | $68,015,917 | June 30, 2026 |
| Buckland Partners Management Co LLC | $204,180,342 | 97 | $2,104,952 | June 30, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | $204,316,222 | 37 | $5,522,060 | June 30, 2026 |
| Westview Management dba Westview Investment Advisors | $204,356,549 | 67 | $3,050,098 | June 30, 2026 |
| Martin Worley Group | $204,400,438 | 91 | $2,246,159 | June 30, 2025 Stale |
| CAP Partners, LLC | $204,441,857 | 155 | $1,318,980 | June 30, 2026 |
| William Allan Corp | $204,480,584 | 62 | $3,298,074 | June 30, 2026 |
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