Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Prestige Wealth Management Group LLC | $348,709,110 | 1,102 | $316,433 | June 30, 2026 |
| Future Fund LLC | $348,750,636 | 118 | $2,955,514 | June 30, 2026 |
| Auour Investments LLC | $348,751,293 | 95 | $3,671,066 | June 30, 2026 |
| Riverview Capital Advisers, LLC | $348,774,038 | 88 | $3,963,341 | June 30, 2026 |
| Planned Solutions, Inc. | $348,939,490 | 155 | $2,251,223 | June 30, 2026 |
| Shorepoint Capital Partners LLC | $349,059,795 | 98 | $3,561,835 | Sept. 30, 2025 Stale |
| DENVER WEALTH MANAGEMENT, INC. | $349,294,012 | 109 | $3,204,532 | June 30, 2026 |
| Arrowroot Family Office, LLC | $349,343,942 | 174 | $2,007,724 | June 30, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | $349,364,054 | 193 | $1,810,176 | June 30, 2026 |
| Yukon Wealth Management, Inc. | $349,382,181 | 132 | $2,646,835 | June 30, 2026 |
| MGB Wealth Management, LLC | $349,593,745 | 308 | $1,135,045 | Dec. 31, 2025 Stale |
| Pineridge Advisors LLC | $349,777,817 | 460 | $760,387 | Sept. 30, 2025 Stale |
| Your Advocates Ltd., LLP | $349,850,949 | 209 | $1,673,928 | June 30, 2026 |
| PKO BP BANKOWY Universal Pension Society JSC | $349,937,109 | 13 | $26,918,239 | June 30, 2026 |
| Oxler Private Wealth LLC | $349,989,445 | 93 | $3,763,327 | June 30, 2026 |
| MTM Investment Management, LLC | $350,459,051 | 708 | $494,999 | June 30, 2026 |
| DAVIS-REA LTD. | $350,684,069 | 45 | $7,792,979 | June 30, 2026 |
| Fieldview Capital Management, LLC | $350,713,186 | 507 | $691,742 | June 30, 2026 |
| StrongBox Wealth, LLC | $350,911,745 | 267 | $1,314,276 | June 30, 2026 |
| Curated Wealth Partners LLC | $350,950,101 | 241 | $1,456,224 | June 30, 2026 |
| Pegasus Asset Management, Inc. | $350,955,453 | 75 | $4,679,406 | June 30, 2026 |
| Yakira Capital Management, Inc. | $350,993,576 | 202 | $1,737,592 | June 30, 2026 |
| Beacon Bridge Wealth Partners, LLC | $351,016,307 | 105 | $3,343,012 | June 30, 2026 |
| Spectrum Wealth Advisory Group, LLC | $351,102,816 | 543 | $646,598 | June 30, 2026 |
| Tree Line Advisors (Hong Kong) Ltd. | $351,142,200 | 3 | $117,047,400 | June 30, 2026 |
| LifeGuide Financial Advisors, LLC | $351,160,521 | 47 | $7,471,500 | June 30, 2026 |
| Whitegate Investment Counselors, Inc. | $351,250,045 | 76 | $4,621,711 | June 30, 2026 |
| Gerald Baker Financial Group LLC | $351,417,610 | 126 | $2,789,029 | June 30, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | $351,468,666 | 166 | $2,117,281 | June 30, 2026 |
| EVERPAR ADVISORS LLC | $351,517,466 | 302 | $1,163,965 | June 30, 2026 |
| Colonial River Investments, LLC | $351,534,844 | 249 | $1,411,787 | June 30, 2026 |
| Palisades Investment Partners, LLC | $351,602,515 | 53 | $6,634,010 | June 30, 2026 |
| SW Investment Management LLC | $351,649,700 | 5 | $70,329,940 | June 30, 2026 |
| FINANCIAL LIFE ADVISORS | $351,709,968 | 60 | $5,861,833 | June 30, 2026 |
| Sunpointe, LLC | $351,998,456 | 281 | $1,252,664 | June 30, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $352,271,444 | 85 | $4,144,370 | June 30, 2026 |
| Seven Post Investment Office LP | $352,277,883 | 42 | $8,387,569 | June 30, 2026 |
| FFG Partners, LLC | $352,422,203 | 42 | $8,391,005 | June 30, 2026 |
| jvl associates llc | $352,461,293 | 79 | $4,461,535 | June 30, 2026 |
| AXS Investments LLC | $352,669,246 | 193 | $1,827,302 | June 30, 2026 |
| Midwest Heritage Bank, FSB | $352,754,653 | 53 | $6,655,748 | June 30, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $352,923,104 | 229 | $1,541,149 | June 30, 2026 |
| INCA Investments LLC | $353,361,292 | 10 | $35,336,129 | June 30, 2026 |
| REIK & CO., LLC | $353,472,148 | 60 | $5,891,202 | June 30, 2026 |
| TSA Wealth Managment LLC | $353,586,229 | 119 | $2,971,313 | June 30, 2026 |
| Essential Planning, LLC. | $353,864,679 | 87 | $4,067,410 | June 30, 2026 |
| Timonier Family Office, LTD. | $354,086,292 | 57 | $6,212,040 | June 30, 2026 |
| Wheelhouse Advisory Group LLC | $354,359,441 | 55 | $6,442,899 | June 30, 2026 |
| Optas, LLC | $354,400,877 | 494 | $717,411 | June 30, 2026 |
| Advisor Resource Council | $354,523,837 | 276 | $1,284,507 | June 30, 2026 |
Page 95
of 189