Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| TMB Capital Partners, LLC | $320,577,981 | 177 | $1,811,175 | June 30, 2026 |
| GE INVESTMENT MANAGEMENT CORP. | $320,887,181 | 4 | $80,221,795 | June 30, 2026 |
| Glass Jacobson Investment Advisors llc | $320,910,473 | 618 | $519,273 | June 30, 2026 |
| RJA Asset Management LLC | $320,917,241 | 4 | $80,229,310 | June 30, 2026 |
| Selkirk Management LLC | $320,964,763 | 14 | $22,926,055 | June 30, 2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | $321,088,581 | 153 | $2,098,618 | June 30, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | $321,194,178 | 107 | $3,001,815 | June 30, 2026 |
| Nine Ten Capital Management LLC | $321,345,000 | 8 | $40,168,125 | June 30, 2026 |
| Hapanowicz & Associates Financial Services, Inc | $321,483,639 | 37 | $8,688,747 | June 30, 2026 |
| Realta Investment Advisors | $321,770,614 | 378 | $851,245 | June 30, 2026 |
| Sonoma Allocations LLC | $321,806,164 | 118 | $2,727,171 | June 30, 2026 |
| MKT Advisors LLC | $321,811,585 | 155 | $2,076,204 | June 30, 2026 |
| AJ Advisors, LLC | $321,828,921 | 37 | $8,698,079 | June 30, 2026 |
| Ketron Financial | $321,945,382 | 64 | $5,030,397 | June 30, 2026 |
| EnCap Investments L.P. | $322,018,009 | 3 | $107,339,336 | June 30, 2026 |
| Jackson, Grant Investment Advisers, Inc. | $322,018,845 | 421 | $764,890 | June 30, 2026 |
| Westshore Wealth, LLC | $322,115,815 | 107 | $3,010,428 | June 30, 2026 |
| Squadron Capital Management LLC | $322,245,820 | 43 | $7,494,089 | June 30, 2026 |
| S SQUARED TECHNOLOGY, LLC | $322,270,970 | 33 | $9,765,787 | June 30, 2026 |
| CURIO WEALTH, LLC | $322,283,058 | 78 | $4,131,834 | June 30, 2026 |
| Northstar Advisory Group, LLC | $322,470,867 | 119 | $2,709,839 | June 30, 2026 |
| Quantum Financial Planning Services, Inc. | $322,549,778 | 58 | $5,561,203 | June 30, 2026 |
| Prosperity Financial Group, Inc. | $322,649,169 | 184 | $1,753,528 | June 30, 2026 |
| Sophron Capital Management L.P. | $322,651,887 | 43 | $7,503,532 | June 30, 2026 |
| Pacifica Partners Inc. | $322,673,476 | 424 | $761,022 | June 30, 2026 |
| Royal Harbor Partners, LLC | $322,734,585 | 56 | $5,763,118 | June 30, 2026 |
| Sharper & Granite LLC | $322,739,020 | 109 | $2,960,908 | June 30, 2026 |
| Forefront Wealth Partners, LLC | $322,747,619 | 177 | $1,823,433 | June 30, 2026 |
| Granger Management LLC | $322,823,226 | 15 | $21,521,548 | June 30, 2026 |
| Kenora Financial, LLC | $323,170,308 | 133 | $2,429,852 | June 30, 2026 |
| Walker Financial Services, Inc. | $323,312,596 | 45 | $7,184,724 | June 30, 2026 |
| United Community Bank | $323,406,625 | 534 | $605,630 | June 30, 2026 |
| National Wealth Management Group, LLC | $323,427,031 | 226 | $1,431,093 | June 30, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | $323,432,065 | 184 | $1,757,783 | June 30, 2026 |
| Orion Capital Management LLC | $323,482,615 | 511 | $633,038 | June 30, 2026 |
| HF Advisory Group, LLC | $323,489,762 | 168 | $1,925,534 | June 30, 2026 |
| Legacy Bridge, LLC | $323,776,707 | 322 | $1,005,518 | June 30, 2026 |
| Wealth Quarterback LLC | $323,839,727 | 172 | $1,882,789 | June 30, 2026 |
| Investment Research & Advisory Group, Inc. | $323,857,167 | 314 | $1,031,392 | June 30, 2026 |
| Bluesphere Advisors LLC | $323,939,803 | 121 | $2,677,188 | June 30, 2026 |
| Silver Heights Capital Management Inc | $324,095,960 | 4 | $81,023,990 | June 30, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | $324,163,444 | 31 | $10,456,885 | June 30, 2026 |
| NWK Group, Inc. | $324,202,052 | 71 | $4,566,226 | June 30, 2026 |
| Pinnacle Holdings, LLC | $324,420,211 | 237 | $1,368,862 | June 30, 2026 |
| NCM Capital Management, LLC | $324,484,077 | 194 | $1,672,598 | June 30, 2026 |
| Proquility Private Wealth Partners, LLC | $324,487,904 | 82 | $3,957,170 | March 31, 2025 Stale |
| LAZARI CAPITAL MANAGEMENT, INC. | $324,632,254 | 188 | $1,726,767 | June 30, 2026 |
| Wellington Grp LLC | $324,633,687 | 394 | $823,943 | June 30, 2026 |
| GUARDIAN POINT CAPITAL, LP | $324,794,584 | 14 | $23,199,613 | June 30, 2026 |
| Bishop & Co Investment Management, LLC | $324,798,280 | 26 | $12,492,242 | June 30, 2026 |
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