Institutional Investors

Institution Portfolio value Positions Avg position As of
FCA CORP /TX $392,716,512 203 $1,934,564 June 30, 2026
OnyxPoint Global Management LP $392,568,119 34 $11,546,121 June 30, 2026
SRH ADVISORS, LLC $392,481,573 276 $1,422,035 June 30, 2026
OFS Enterprise LLC $391,706,070 106 $3,695,340 June 30, 2026
Divergent Planning, LLC $391,538,858 36 $10,876,079 Dec. 31, 2025 Stale
Kingdom Financial Group LLC. $391,457,626 851 $459,997 June 30, 2026
Patriot Financial Partners GP II, L.P. $391,261,222 12 $32,605,102 June 30, 2026
LIBRA WEALTH LLC $391,229,378 70 $5,588,991 June 30, 2026
OAK FAMILY ADVISORS, LLC $391,127,389 111 $3,523,670 June 30, 2026
Private Wealth Advisors, LLC $390,950,852 95 $4,115,272 June 30, 2026
ForthRight Wealth Management, LLC $390,879,297 76 $5,143,149 June 30, 2026
Access Investment Management LLC $390,620,600 144 $2,712,643 June 30, 2026
Legacy CG, LLC $390,610,489 45 $8,680,233 June 30, 2026
DELTA AIR LINES, INC. $390,520,618 3 $130,173,539 June 30, 2026
First American Financial Corp $390,465,037 3 $130,155,012 June 30, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC $390,390,442 103 $3,790,198 June 30, 2026
Quantum Private Wealth, LLC $390,193,836 171 $2,281,835 June 30, 2026
FOCUSED ALPHA, LLC $390,134,288 264 $1,477,781 June 30, 2026
HTG Investment Advisors, Inc. $390,073,732 88 $4,432,656 June 30, 2026
Apeiron RIA LLC $389,801,806 162 $2,406,184 June 30, 2026
LongView Wealth Management $389,795,264 227 $1,717,160 June 30, 2026
Checkpoint Capital L.P. $389,759,662 6 $64,959,944 June 30, 2026
Legacy Wealth Management, LLC / MS $389,560,103 114 $3,417,194 June 30, 2026
Smart Money Group LLC $389,528,907 86 $4,529,406 June 30, 2026
Supplemental Annuity Collective Trust of NJ $389,459,920 298 $1,306,912 June 30, 2026
Narus Financial Partners, LLC $389,311,820 177 $2,199,502 June 30, 2026
AIGH Capital Management LLC $389,287,858 45 $8,650,841 June 30, 2026
Trinity Financial Advisors LLC $389,076,953 95 $4,095,547 June 30, 2026
Cedar Wealth Management, LLC $388,976,138 92 $4,228,002 June 30, 2026
ENDEAVOR PRIVATE WEALTH, INC. $388,903,758 216 $1,800,480 June 30, 2026
St. Clair Advisors, LLC $388,701,335 78 $4,983,350 June 30, 2026
MSA Advisors, LLC $388,570,841 43 $9,036,531 June 30, 2026
Provident Wealth Management, LLC $388,403,595 161 $2,412,445 June 30, 2026
Palidye Holdings (Caymans) Ltd $388,385,926 11 $35,307,811 June 30, 2026
Birnam Oak Advisors, LP $388,295,164 40 $9,707,379 June 30, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV $388,292,873 86 $4,515,033 June 30, 2026
Semmax Financial Advisors Inc. $388,184,248 431 $900,660 June 30, 2025 Stale
Keystone Financial Planning, Inc. $387,930,341 39 $9,946,932 June 30, 2026
Terril Brothers, Inc. $387,840,536 71 $5,462,543 June 30, 2026
Post Oak Energy Holdings, LLC $387,505,260 1 $387,505,260 June 30, 2026
Farmers National Bank $387,464,315 180 $2,152,580 June 30, 2026
CDAM (UK) Ltd $387,380,492 12 $32,281,708 June 30, 2026
Osprey Private Wealth LLC $387,214,136 88 $4,400,161 June 30, 2026
Slotnik Capital, LLC $386,964,888 28 $13,820,175 June 30, 2026
LOM Asset Management Ltd $386,927,197 279 $1,386,836 June 30, 2026
Donoghue Forlines LLC $386,685,332 114 $3,391,977 June 30, 2026
Rudius Management LP $386,433,921 7 $55,204,846 June 30, 2026
Prairiewood Capital, LLC $385,863,323 81 $4,763,745 June 30, 2026
GATE CITY CAPITAL MANAGEMENT, LLC $385,811,969 17 $22,694,822 June 30, 2026
Topline Capital Management, LLC $385,685,170 36 $10,713,477 June 30, 2026
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