Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| FC Advisory LLC | $377,598,790 | 118 | $3,199,990 | June 30, 2026 |
| Argos Wealth Advisors, LLC | $377,596,384 | 224 | $1,685,698 | June 30, 2026 |
| GILL CAPITAL PARTNERS, LLC | $377,512,979 | 701 | $538,535 | June 30, 2026 |
| Schiavi & Co LLC | $377,446,230 | 60 | $6,290,771 | June 30, 2026 |
| Sensible Money, LLC | $377,142,786 | 101 | $3,734,087 | June 30, 2026 |
| Starr Indemnity & Liability Co | $377,049,253 | 4 | $94,262,313 | June 30, 2026 |
| Nalanda India Equity Fund Ltd | $376,818,750 | 1 | $376,818,750 | June 30, 2026 |
| M. Kraus & Co | $376,657,909 | 86 | $4,379,743 | June 30, 2026 |
| Fortis Group Advisors, LLC | $376,642,298 | 619 | $608,469 | June 30, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | $376,574,957 | 144 | $2,615,104 | June 30, 2026 |
| VSM Wealth Advisory, LLC | $376,457,556 | 507 | $742,520 | June 30, 2026 |
| Shilanski & Associates, Inc. | $376,267,105 | 109 | $3,451,992 | Sept. 30, 2025 Stale |
| Balance Wealth Partners LLC | $375,996,932 | 165 | $2,278,769 | June 30, 2026 |
| Kings Path Partners LLC | $375,823,213 | 353 | $1,064,655 | June 30, 2026 |
| Harbor Island Capital LLC | $375,554,343 | 16 | $23,472,146 | June 30, 2026 |
| Sara-Bay Financial | $375,424,271 | 87 | $4,315,222 | June 30, 2026 |
| Geneva Partners, LLC | $375,091,547 | 75 | $5,001,221 | June 30, 2026 |
| Payne Capital Management, LLC | $375,038,078 | 88 | $4,261,796 | June 30, 2026 |
| Family Legacy, Inc. | $374,933,793 | 124 | $3,023,660 | June 30, 2026 |
| CIM INVESTMENT MANAGEMENT INC | $374,774,022 | 251 | $1,493,124 | March 31, 2026 Previous quarter |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | $374,760,679 | 72 | $5,205,009 | June 30, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | $374,642,904 | 27 | $13,875,663 | June 30, 2026 |
| Bell Asset Management Ltd | $374,535,782 | 63 | $5,945,012 | June 30, 2026 |
| LifeWealth Investments, LLC | $374,131,622 | 136 | $2,750,968 | June 30, 2026 |
| NewGen Equity Long/Short Fund | $374,043,867 | 29 | $12,898,064 | Sept. 30, 2025 Stale |
| LFL Advisers, LLC | $374,027,995 | 9 | $41,558,666 | June 30, 2026 |
| Hobbs Group Advisors, LLC | $373,897,836 | 164 | $2,279,865 | June 30, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | $373,856,273 | 117 | $3,195,353 | June 30, 2026 |
| HARBOR ADVISORY CORP /MA/ | $373,720,385 | 82 | $4,557,566 | June 30, 2026 |
| West Branch Capital LLC | $373,480,476 | 378 | $988,044 | March 31, 2026 Previous quarter |
| Friday Financial | $373,445,772 | 108 | $3,457,831 | June 30, 2026 |
| Jentner Corp | $373,283,657 | 54 | $6,912,660 | June 30, 2025 Stale |
| Hutchens & Kramer Investment Management Group, LLC | $373,257,327 | 160 | $2,332,858 | June 30, 2026 |
| 3G Capital Partners LP | $373,243,970 | 18 | $20,735,776 | June 30, 2026 |
| Omnia Family Wealth, LLC | $373,159,710 | 103 | $3,622,910 | June 30, 2026 |
| Rench Wealth Management, Inc. | $372,494,681 | 67 | $5,559,622 | June 30, 2026 |
| HARMONY ASSET MANAGEMENT LLC | $372,418,098 | 201 | $1,852,826 | June 30, 2026 |
| Veery Capital, LLC | $372,324,215 | 100 | $3,723,242 | June 30, 2026 |
| Kooman & Associates | $371,806,798 | 56 | $6,639,407 | June 30, 2026 |
| Atle Fund Management AB | $371,704,828 | 39 | $9,530,893 | June 30, 2026 |
| Cornell Pochily Investment Advisors, Inc. | $371,701,873 | 189 | $1,966,677 | June 30, 2026 |
| Lifestyle Asset Management, Inc. | $371,656,313 | 129 | $2,881,057 | June 30, 2026 |
| MIO PARTNERS, INC. | $371,532,995 | 6 | $61,922,166 | June 30, 2026 |
| Strathmore Capital Advisors, Inc. | $371,367,626 | 142 | $2,615,265 | June 30, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | $371,189,435 | 394 | $942,105 | June 30, 2026 |
| REGIMEN WEALTH, LLC | $371,024,221 | 76 | $4,881,898 | June 30, 2026 |
| RESTON WEALTH MANAGEMENT LLC | $370,994,639 | 65 | $5,707,610 | June 30, 2026 |
| WEALTH EFFECTS LLC | $370,499,732 | 256 | $1,447,265 | June 30, 2026 |
| Congress Park Capital LLC | $370,483,821 | 134 | $2,764,805 | June 30, 2026 |
| Next Capital Management LLC | $370,451,297 | 138 | $2,684,430 | June 30, 2026 |
Page 91
of 189