Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Wealth Alliance Advisory Group, LLC | $691,391,274 | 203 | $3,405,868 | June 30, 2026 |
| Ionic Capital Management LLC | $690,339,108 | 120 | $5,752,826 | June 30, 2026 |
| Heirloom Wealth Management | $690,022,752 | 61 | $11,311,848 | June 30, 2026 |
| Technology Crossover Management IX, Ltd. | $689,878,414 | 6 | $114,979,736 | June 30, 2026 |
| Boston Standard Wealth Management, LLC | $689,344,648 | 59 | $11,683,808 | June 30, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $687,601,913 | 316 | $2,175,955 | June 30, 2026 |
| Encompass More Asset Management | $687,340,191 | 283 | $2,428,764 | June 30, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | $687,332,893 | 222 | $3,096,094 | June 30, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $686,516,596 | 383 | $1,792,472 | June 30, 2026 |
| Marshall Financial Group, LLC | $685,712,623 | 311 | $2,204,864 | June 30, 2026 |
| TOEWS CORP /ADV | $685,708,846 | 151 | $4,541,118 | June 30, 2026 |
| Camelot Capital Partners, LLC | $685,551,522 | 1 | $685,551,522 | June 30, 2025 Stale |
| Blume Capital Management, Inc. | $683,706,643 | 359 | $1,904,475 | June 30, 2026 |
| BURLING WEALTH PARTNERS, LLC | $683,365,598 | 180 | $3,796,476 | June 30, 2026 |
| CALTON & ASSOCIATES, INC. | $682,843,075 | 419 | $1,629,697 | June 30, 2026 |
| Calydon Capital | $682,560,734 | 277 | $2,464,118 | June 30, 2026 |
| Beacon Capital Management, LLC | $682,517,983 | 175 | $3,900,103 | June 30, 2026 |
| St. Louis Trust Co | $682,474,255 | 125 | $5,459,794 | June 30, 2026 |
| Asset Management Group, Inc. | $682,089,926 | 137 | $4,978,759 | June 30, 2026 |
| WILSEY ASSET MANAGEMENT INC | $680,961,174 | 28 | $24,320,042 | June 30, 2026 |
| Bell Investment Advisors, Inc | $680,825,278 | 1,820 | $374,080 | June 30, 2026 |
| Oliver Luxxe Assets LLC | $680,342,161 | 199 | $3,418,805 | June 30, 2026 |
| Peak Asset Management, LLC | $680,210,346 | 181 | $3,758,068 | June 30, 2026 |
| SevenBridge Financial Group, LLC | $679,816,701 | 212 | $3,206,683 | June 30, 2026 |
| Citizens National Bank Trust Department | $679,716,303 | 381 | $1,784,032 | June 30, 2026 |
| Spectrum Financial Alliance Ltd LLC | $679,464,604 | 31 | $21,918,213 | June 30, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | $679,189,302 | 104 | $6,530,666 | June 30, 2026 |
| Maia Wealth LLC | $678,766,051 | 356 | $1,906,646 | June 30, 2026 |
| Huber Capital Management LLC | $678,522,814 | 99 | $6,853,766 | June 30, 2026 |
| MidWestOne Financial Group, Inc. | $677,374,469 | 305 | $2,220,900 | Dec. 31, 2025 Stale |
| First National Advisers, LLC | $677,174,367 | 251 | $2,697,906 | June 30, 2026 |
| ASHTON THOMAS SECURITIES, LLC | $677,092,179 | 378 | $1,791,249 | June 30, 2026 |
| DELTEC ASSET MANAGEMENT LLC | $677,020,862 | 264 | $2,564,473 | June 30, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | $675,986,997 | 148 | $4,567,480 | June 30, 2026 |
| Tempo Wealth, LLC | $675,199,996 | 237 | $2,848,945 | June 30, 2026 |
| CADINHA & CO LLC | $675,153,899 | 107 | $6,309,850 | June 30, 2026 |
| Bellwether Advisors, LLC | $675,042,477 | 167 | $4,042,171 | June 30, 2026 |
| Carrera Capital Advisors | $674,850,509 | 210 | $3,213,574 | June 30, 2026 |
| WPWealth LLP | $673,883,792 | 103 | $6,542,561 | June 30, 2026 |
| Truvestments Capital LLC | $673,148,287 | 1,150 | $585,346 | June 30, 2026 |
| Vertex Planning Partners, LLC | $673,099,162 | 158 | $4,260,121 | June 30, 2026 |
| PAX Financial Group, LLC | $672,962,151 | 207 | $3,251,025 | June 30, 2026 |
| MYDA Advisors LLC | $671,869,200 | 181 | $3,711,985 | June 30, 2026 |
| Curran Financial Partners, LLC | $671,807,493 | 140 | $4,798,625 | June 30, 2026 |
| MA Private Wealth | $671,360,152 | 88 | $7,629,093 | June 30, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $671,336,662 | 197 | $3,407,800 | June 30, 2026 |
| Avenir Tech Ltd | $670,959,611 | 32 | $20,967,488 | June 30, 2026 |
| Armbruster Capital Management, Inc. | $670,791,214 | 125 | $5,366,330 | June 30, 2026 |
| Square Wave Capital, LLC | $670,297,289 | 11 | $60,936,117 | June 30, 2026 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | $670,057,432 | 79 | $8,481,740 | June 30, 2026 |
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