DaveManuel.com · Institutional Ownership · 13F Holdings
All filers
Every institutional manager that has filed a Form 13F. A firm can appear more than once: each SEC filer identity has its own CIK, and a group that restructures stops filing under one and starts under another. Page 19 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Waterway Wealth Management, LLC | 1992193 | $527.9M | 109 | Q3 2026 |
| Auxano Advisors, LLC | 1811491 | $527.8M | 207 | last filed Q2 2026 |
| Winslow, Evans & Crocker, Inc. | 1597409 | $527.7M | 1,305 | last filed Q4 2020 |
| FIRST NATIONAL CORP /MA/ /ADV | 816192 | $527.5M | 174 | last filed Q3 2025 |
| NEW YORK LIFE INSURANCE CO | 71633 | $527.2M | 3 | last filed Q2 2026 |
| MPS Loria Financial Planners, LLC | 1716180 | $527.1M | 87 | Q3 2026 |
| BROWN CAPITAL MANAGEMENT LLC | 885062 | $526.9M | 55 | Q3 2026 |
| Pinion Investment Advisors, LLC | 1738738 | $526.8M | 204 | last filed Q2 2026 |
| HIGHLINE WEALTH PARTNERS LLC | 2042654 | $526.7M | 1,461 | Q3 2026 |
| Altrius Capital Management Inc | 1940646 | $526.5M | 89 | last filed Q2 2026 |
| INVESTMENT MANAGEMENT OF VIRGINIA LLC | 1009022 | $526.5M | 180 | last filed Q1 2023 |
| Merck & Co., Inc. | 310158 | $526.4M | 13 | last filed Q2 2026 |
| H/2 CREDIT MANAGER LP | 1813784 | $526.3M | 16 | last filed Q2 2026 |
| UNIO CAPITAL LLC | 1730565 | $526.2M | 19 | last filed Q2 2026 |
| WEST MICHIGAN ADVISORS, LLC | 1909879 | $526.1M | 295 | last filed Q2 2026 |
| LWMG, LLC | 1964955 | $526.1M | 90 | last filed Q3 2024 |
| Weaver Capital Management LLC | 1552247 | $525.3M | 181 | Q3 2026 |
| Newman Dignan & Sheerar, Inc. | 1566493 | $525.0M | 180 | Q3 2026 |
| Beverly Hills Private Wealth, LLC | 1965710 | $524.9M | 249 | last filed Q2 2026 |
| Fulcrum Capital LLC | 1724090 | $524.9M | 101 | Q3 2026 |
| Decagon Asset Management LLP | 1950677 | $524.7M | 103 | last filed Q2 2026 |
| ALONGSIDE, LLC | 2113496 | $524.6M | 190 | last filed Q2 2026 |
| BENDER ROBERT & ASSOCIATES | 894300 | $524.6M | 46 | Q3 2026 |
| NEWMARK GROUP, INC. | 1690680 | $524.6M | 1 | last filed Q4 2021 |
| DAFNA Capital Management LLC | 1389933 | $524.4M | 88 | last filed Q2 2026 |
| 49 WEALTH MANAGEMENT, LLC | 2022291 | $524.4M | 189 | last filed Q2 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 1794153 | $523.9M | 174 | last filed Q2 2026 |
| Stieven Capital Advisors, L.P. | 1388279 | $523.9M | 36 | last filed Q2 2026 |
| INDEPENDENT INVESTORS INC | 1121908 | $523.6M | 73 | last filed Q2 2026 |
| Barry Investment Advisors, LLC | 1631639 | $523.5M | 102 | Q3 2026 |
| Moody Aldrich Partners LLC | 936941 | $523.1M | 179 | Q3 2026 |
| Smith & Howard Wealth Management, LLC | 1543991 | $522.8M | 93 | Q3 2026 |
| Hefren-Tillotson, Inc. | 1581793 | $522.5M | 13 | last filed Q1 2022 |
| Adams Wealth Management | 1803084 | $522.3M | 147 | last filed Q2 2026 |
| Triangle Securities Wealth Management | 1541353 | $522.1M | 206 | Q3 2026 |
| Tempus Wealth Planning, LLC | 1806428 | $521.5M | 282 | Q3 2026 |
| First Fiduciary Investment Counsel, Inc. | 1072843 | $521.3M | 77 | Q3 2026 |
| SUFFOLK CAPITAL MANAGEMENT LLC | 897293 | $521.0M | 124 | last filed Q4 2018 |
| AM INVESTMENT STRATEGIES LLC | 1818897 | $520.7M | 114 | last filed Q2 2026 |
| Integris Wealth Management, LLC | 1750852 | $520.3M | 140 | Q3 2026 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | 2137659 | $520.2M | 12 | Q3 2026 |
| CHAPIN DAVIS, INC. | 872098 | $520.2M | 258 | Q3 2026 |
| Next Level Private LLC | 1910366 | $519.8M | 188 | Q3 2026 |
| Scissortail Wealth Management, LLC | 1906793 | $519.6M | 106 | last filed Q2 2026 |
| venBio Partners LLC | 1776382 | $519.4M | 7 | last filed Q2 2026 |
| E&G Advisors, LLC | 1598550 | $519.4M | 252 | Q3 2026 |
| Aries Wealth Management | 1729515 | $519.3M | 245 | Q3 2026 |
| Compton Financial Group, LLC | 1844567 | $519.2M | 84 | last filed Q2 2026 |
| Compass Wealth Management LLC | 1965653 | $519.1M | 417 | Q3 2026 |
| Wendel SE | 1721938 | $518.9M | 1 | last filed Q2 2026 |
| GAGNON SECURITIES LLC | 1125725 | $518.8M | 83 | last filed Q2 2026 |
| Palo Duro Investment Partners, LP | 1977128 | $518.3M | 32 | last filed Q2 2026 |
| Total Clarity Wealth Management, Inc. | 1804909 | $517.8M | 349 | Q3 2026 |
| AMI INVESTMENT MANAGEMENT INC | 1122241 | $517.7M | 94 | Q3 2026 |
| Operose Advisors LLC | 1909750 | $517.5M | 522 | last filed Q2 2026 |
| Shakespeare Wealth Management, LLC | 1658509 | $517.5M | 111 | Q3 2026 |
| Dechtman Wealth Management, LLC | 1992316 | $517.4M | 65 | last filed Q4 2024 |
| Fermata Advisors, LLC | 1859259 | $517.0M | 293 | Q3 2026 |
| Princeton Portfolio Strategies Group LLC | 1568289 | $516.9M | 138 | last filed Q2 2021 |
| Generali Investments, Management Co LLC | 2043136 | $516.7M | 168 | Q3 2026 |
| Benin Management CORP | 1352871 | $516.6M | 151 | Q3 2026 |
| Broadleaf Partners, LLC | 1712686 | $516.6M | 86 | last filed Q2 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | 1365167 | $516.5M | 137 | last filed Q2 2026 |
| PRUDENT INVESTORS NETWORK, INC. | 1766005 | $516.3M | 87 | last filed Q2 2026 |
| Bridgecreek Investment Management, LLC | 1370629 | $516.2M | 95 | last filed Q4 2023 |
| Searchlight Capital Partners, L.P. | 1697030 | $515.9M | 1 | last filed Q2 2026 |
| SB Management Ltd | 1818296 | $515.8M | 20 | last filed Q1 2022 |
| 10-15 ASSOCIATES, INC. | 1511144 | $515.7M | 93 | last filed Q3 2020 |
| Beacon Bank & Trust | 1831984 | $515.7M | 154 | Q3 2026 |
| ROPES WEALTH ADVISORS LLC | 1641652 | $515.3M | 252 | last filed Q3 2023 |
| SPT Invest Management Sarl | 1831949 | $515.3M | 2 | last filed Q3 2022 |
| Vickerman Investment Advisors, Inc. | 1898296 | $515.1M | 100 | last filed Q2 2026 |
| RIVER GLOBAL INVESTORS LLP | 1486180 | $515.0M | 138 | last filed Q4 2024 |
| WealthBridge Capital Management, LLC | 1767313 | $514.6M | 250 | Q3 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | 1597843 | $514.4M | 167 | Q3 2026 |
| USA FINANCIAL FORMULAS | 1633716 | $514.3M | 394 | Q3 2026 |
| Weaver Consulting Group | 1780055 | $514.3M | 305 | Q3 2026 |
| Aristides Capital LLC | 1595521 | $514.2M | 162 | last filed Q2 2026 |
| Standpoint Asset Management, LLC | 1780423 | $514.1M | 8 | Q3 2026 |
| ENTRUST GLOBAL PARTNERS L L C | 1080818 | $514.1M | 4 | last filed Q2 2026 |
| FTV Management Company, L.P. | 2021589 | $513.8M | 1 | last filed Q2 2026 |
| BCM ADVISORS, LLC | 1373017 | $513.6M | 80 | last filed Q2 2026 |
| Aspire Capital Advisors LLC | 1906014 | $513.5M | 134 | last filed Q2 2026 |
| Beacon Harbor Wealth Advisors, Inc. | 1784093 | $513.2M | 70 | last filed Q2 2026 |
| IAM Advisory, LLC | 1825292 | $513.2M | 107 | last filed Q2 2026 |
| RB Capital Management, LLC | 1695582 | $512.9M | 201 | last filed Q2 2026 |
| Bull Harbor Capital LLC | 2135047 | $512.8M | 552 | last filed Q2 2026 |
| Canton Hathaway, LLC | 1755785 | $512.7M | 470 | Q3 2026 |
| Magnitude Capital, LLC | 1556278 | $512.4M | 1 | last filed Q2 2026 |
| Grosvenor Holdings, L.L.C. | 1743987 | $512.3M | 14 | last filed Q1 2022 |
| Herold Advisors, Inc. | 1891713 | $512.2M | 269 | Q3 2026 |
| JFG Wealth Management, LLC | 1766972 | $510.6M | 67 | last filed Q3 2025 |
| Churchill Financial Advisors, LLC | 2095935 | $510.5M | 125 | Q3 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 1840565 | $510.4M | 286 | Q3 2026 |
| Medina Value Partners, LLC | 1843543 | $510.4M | 28 | last filed Q2 2026 |
| WELCH CAPITAL PARTNERS LLC/NY | 1042063 | $510.3M | 26 | last filed Q2 2026 |
| Vishria Bird Financial Group, LLC | 1746438 | $509.9M | 97 | last filed Q3 2025 |
| Plan Group Financial, LLC | 1940033 | $509.7M | 223 | Q3 2026 |
| Spruce Street Capital LP | 2050194 | $509.7M | 30 | last filed Q2 2026 |
| Alibaba Group Holding Ltd | 1577552 | $509.4M | 2 | last filed Q2 2026 |
| Financial Sense Advisors, Inc. | 1358828 | $508.4M | 137 | last filed Q2 2026 |
| Round Table Services, LLC | 1375664 | $508.3M | 158 | last filed Q3 2022 |
| Marion Wealth Management | 1911097 | $508.1M | 156 | Q3 2026 |
| DDFG, Inc | 1967640 | $507.9M | 87 | Q3 2026 |
| Integrated Investment Consultants, LLC | 1665337 | $507.8M | 269 | last filed Q2 2026 |
| Detalus Advisors, LLC | 1799677 | $507.4M | 188 | Q3 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 2046157 | $507.1M | 191 | Q3 2026 |
| Buffington Mohr McNeal | 1317829 | $507.0M | 111 | last filed Q1 2025 |
| Liberty Street Advisors, Inc. | 1489178 | $507.0M | 4 | last filed Q2 2026 |
| HGC Investment Management Inc. | 1711200 | $506.6M | 184 | last filed Q2 2026 |
| Lightrock Netherlands B.V. | 2041485 | $506.4M | 36 | last filed Q2 2026 |
| Richard P Slaughter Associates Inc | 1811783 | $506.0M | 109 | Q3 2026 |
| Midwest Professional Planners, LTD. | 1730575 | $506.0M | 141 | Q3 2026 |
| Ulysses Management LLC | 1510912 | $506.0M | 38 | last filed Q2 2026 |
| Friday Financial | 2048792 | $505.8M | 119 | Q3 2026 |
| Keenan Capital, LLC | 1647363 | $505.8M | 11 | last filed Q2 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | 1030618 | $505.7M | 107 | Q3 2026 |
| Daiwa SB Investments Ltd. | 1435346 | $505.5M | 221 | last filed Q1 2019 |
| COBIZ WEALTH, LLC | 1324659 | $505.5M | 112 | last filed Q2 2019 |
| Shulman DeMeo Asset Management LLC | 1767070 | $505.4M | 144 | Q3 2026 |
| Rialto Wealth Management, LLC | 2054966 | $505.3M | 1,934 | last filed Q2 2026 |
| Beirne Wealth Consulting Services, LLC | 1697303 | $505.1M | 99 | Q3 2026 |
| one8zero8, LLC | 2053138 | $505.0M | 266 | last filed Q2 2026 |
| Pilgrim Partners Asia Pte Ltd | 2012674 | $504.9M | 123 | Q3 2026 |
| Eldridge Investment Advisors, Inc. | 1727993 | $504.9M | 163 | last filed Q2 2026 |
| Towneley Capital Management, Inc / DE | 2004980 | $504.7M | 45 | Q3 2026 |
| JPL Wealth Management, LLC | 2010710 | $503.8M | 1,876 | last filed Q2 2026 |
| BENEDICT FINANCIAL ADVISORS INC | 711089 | $503.8M | 136 | Q3 2026 |
| Parisi Gray Wealth Management | 1716659 | $503.8M | 145 | Q3 2026 |
| VHCP Management III, LLC | 1738053 | $503.6M | 18 | last filed Q4 2019 |
| PNC Managed Account Solutions, Inc. | 1783285 | $503.3M | 542 | last filed Q2 2021 |
| First National Bank of Mount Dora, Trust Investment Services | 1423045 | $503.3M | 128 | Q3 2026 |
| Shorepoint Capital Partners LLC | 1759476 | $502.8M | 98 | last filed Q3 2025 |
| Essex Bank | 1752212 | $502.5M | 318 | Q3 2026 |
| OAKMONT Corp | 924171 | $502.5M | 31 | last filed Q2 2026 |
| CAMDEN NATIONAL CORP | 750686 | $501.8M | 141 | last filed Q1 2021 |
| CoreCommodity Management, LLC | 1301743 | $501.7M | 124 | last filed Q2 2026 |
| Gifford Fong Associates | 1740316 | $501.4M | 124 | last filed Q4 2025 |
| Navigation Group, LLC | 2132497 | $501.4M | 123 | Q3 2026 |
| Planning Project LLC | 2052480 | $501.4M | 26 | last filed Q2 2026 |
| DORCHESTER WEALTH MANAGEMENT Co | 1649888 | $501.3M | 146 | last filed Q4 2024 |
| Whitener Capital Management, Inc. | 825217 | $501.1M | 187 | Q3 2026 |
| PRIVATE CAPITAL MANAGEMENT LLC | 1778185 | $500.9M | 213 | last filed Q4 2024 |
| OLD SECOND NATIONAL BANK OF AURORA | 903783 | $500.8M | 276 | Q3 2026 |
| Trinity Legacy Partners, LLC | 1652529 | $500.5M | 109 | last filed Q2 2026 |
| Headwater Capital Co Ltd | 2036346 | $500.4M | 15 | last filed Q2 2026 |
| Old Port Advisors | 1744348 | $499.9M | 270 | Q3 2026 |
| Windmill Hill Asset Management Ltd | 1831132 | $499.4M | 22 | Q3 2026 |
| Capital Management Associates, Inc | 2008851 | $499.2M | 160 | Q3 2026 |
| Twelve Points Wealth Management LLC | 1877090 | $499.1M | 213 | last filed Q2 2026 |
| Sage Capital Advisors,llc | 1714107 | $498.5M | 142 | Q3 2026 |
| Private Wealth Strategies, L.L.C. | 1803189 | $498.4M | 73 | last filed Q2 2024 |
| TRV GP V, LLC | 1990717 | $498.2M | 3 | last filed Q2 2026 |
| Alliance Wealth Management Group | 1623707 | $497.9M | 98 | Q3 2026 |
| Grey Ledge Advisors, LLC | 1660694 | $497.7M | 248 | last filed Q2 2026 |
| Core Wealth Advisors, Inc. | 1770532 | $497.5M | 126 | last filed Q2 2026 |
| Premier Financial Group | 1989061 | $497.3M | 234 | last filed Q2 2026 |
| Raab & Moskowitz Asset Management LLC | 1616664 | $497.3M | 193 | last filed Q2 2026 |
| ALTA FOX CAPITAL MANAGEMENT, LLC | 1858353 | $497.2M | 15 | last filed Q2 2026 |
| Crestone Asset Management LLC | 1845617 | $497.1M | 102 | last filed Q1 2024 |
| ACCIDENT COMPENSATION CORP | 1618832 | $497.1M | 110 | last filed Q2 2020 |
| Coston, McIsaac & Partners | 1945037 | $497.0M | 948 | last filed Q2 2026 |
| Petix & Botte Co | 1803255 | $496.8M | 144 | last filed Q2 2026 |
| Tortoise Index Solutions, LLC | 1650373 | $496.8M | 64 | last filed Q1 2024 |
| Polunin Capital Partners Ltd | 1629869 | $496.8M | 24 | Q3 2026 |
| Ackerman Capital Advisors, LLC | 1699506 | $496.6M | 119 | last filed Q2 2026 |
| Fairvoy Private Wealth, LLC | 2046607 | $496.3M | 210 | Q3 2026 |
| BAYVIEW ASSET MANAGEMENT, LLC | 1767366 | $496.3M | 50 | last filed Q2 2026 |
| Edenbrook Capital, LLC | 1666682 | $496.1M | 17 | last filed Q2 2026 |
| Philadelphia Financial Management of San Francisco, LLC | 1351407 | $495.8M | 45 | last filed Q2 2026 |
| Altavista Wealth Management, Inc. | 1434981 | $495.5M | 189 | last filed Q4 2021 |
| DERBY & COMPANY, INC | 1086611 | $495.3M | 78 | last filed Q3 2021 |
| Bedell Frazier Investment Counselling, LLC | 1388142 | $495.0M | 128 | last filed Q1 2026 |
| Act Two Investors LLC | 1766907 | $494.7M | 37 | last filed Q2 2026 |
| Genworth Financial Inc | 1276520 | $494.6M | 2 | Q3 2026 |
| Carlson Capital, L.P. | 1056973 | $494.4M | 73 | last filed Q2 2026 |
| Wolff Financial Management LLC | 1767940 | $494.3M | 102 | Q3 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1766904 | $494.2M | 758 | last filed Q2 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | 2079098 | $494.1M | 46 | last filed Q2 2026 |
| BEDEL FINANCIAL CONSULTING INC | 850553 | $493.9M | 235 | last filed Q3 2023 |
| SIEMENS AG | 940418 | $493.7M | 2 | last filed Q2 2026 |
| Dash Acquisitions Inc. | 1745885 | $493.7M | 72 | last filed Q2 2026 |
| High Falls Advisors, Inc | 1569139 | $493.6M | 144 | last filed Q4 2025 |
| Mezzasalma Advisors, LLC | 1864916 | $493.4M | 159 | Q3 2026 |
| Spider Management Company, LLC | 1791621 | $493.4M | 6 | last filed Q2 2026 |
| Cascadia Advisory Services, LLC | 1800724 | $493.2M | 246 | last filed Q3 2021 |
| Strategic Value Partners, L.P. | 1301912 | $493.0M | 4 | Q3 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 2080247 | $492.8M | 151 | last filed Q2 2026 |
| Decker Wealth Management LLC | 2129751 | $492.7M | 121 | Q3 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | 727117 | $492.7M | 103 | Q3 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | 1736079 | $492.6M | 78 | Q3 2026 |
| Vantage Financial Partners, LLC | 1911766 | $492.6M | 212 | last filed Q4 2025 |
| Prentice Wealth Management LLC | 1864229 | $492.5M | 119 | Q3 2026 |
| Uniting Wealth Partners, LLC | 2056414 | $492.5M | 207 | last filed Q2 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 1339908 | $491.8M | 156 | last filed Q2 2026 |
| Cypress Point Wealth Management, LLC | 1825611 | $491.6M | 142 | last filed Q2 2026 |
| Bellars Harris Wealth Management, LLC | 2136908 | $491.3M | 96 | last filed Q2 2026 |
| MORTON COMMUNITY BANK | 2011821 | $491.0M | 120 | last filed Q2 2026 |
| SUMMIT PARTNERS L P | 830588 | $490.9M | 5 | Q3 2026 |
| PW Nova Financial Services LLC | 2127408 | $490.6M | 205 | Q3 2026 |
| Schafer Cullen Capital Management Inc | 1056593 | $490.6M | 58 | last filed Q1 2021 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 52024 | $490.4M | 31 | Q3 2026 |
| Bulltick Wealth Management, LLC | 1912448 | $490.3M | 134 | last filed Q2 2026 |
| Summit Wealth Group, LLC | 1802865 | $490.3M | 129 | last filed Q2 2026 |
| Timber Creek Capital Management LLC | 1510848 | $489.9M | 80 | last filed Q2 2026 |
| Blankinship & Foster, LLC | 1708872 | $489.6M | 76 | Q3 2026 |
| Ancient Art, L.P. | 1426749 | $489.4M | 16 | last filed Q2 2026 |
| O'Keefe Stevens Advisory, Inc. | 1780565 | $489.2M | 81 | Q3 2026 |
| Karp Capital Management Corp | 1629680 | $489.1M | 121 | last filed Q3 2022 |
| Montis Financial, LLC | 1844314 | $489.1M | 152 | last filed Q2 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 1167487 | $489.1M | 244 | last filed Q2 2026 |
| TAP Consulting, LLC | 1748930 | $489.1M | 153 | last filed Q4 2024 |
| Dunhill Financial, LLC | 1948904 | $489.0M | 1,617 | last filed Q2 2026 |
| Compton Wealth Advisory Group, LLC | 1761044 | $488.9M | 91 | Q3 2026 |
| Naria Inc. | 2012185 | $488.7M | 1 | Q3 2026 |
| Retirement Management Systems Inc. | 2110516 | $488.5M | 55 | last filed Q2 2026 |
| MARATHON CAPITAL MANAGEMENT | 1213206 | $488.4M | 181 | Q3 2026 |
| TB Alternative Assets Ltd. | 1483503 | $488.0M | 35 | Q3 2026 |
| HOURGLASS CAPITAL, LLC | 1442573 | $487.9M | 125 | Q3 2026 |
| Rempart Asset Management Inc. | 1844571 | $487.9M | 36 | Q3 2026 |
| von Borstel & Associates, Inc. | 2041065 | $487.7M | 44 | last filed Q2 2026 |
| FORTEM FINANCIAL GROUP, LLC | 1766509 | $487.3M | 190 | Q3 2026 |
| Renaissance Investment Group LLC | 1509508 | $487.3M | 77 | Q3 2026 |
| Cornerstone Planning, LLC | 1802105 | $487.3M | 143 | Q3 2026 |
| Lineage Point Capital LP | 2093311 | $487.3M | 371 | last filed Q2 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | 1218749 | $487.3M | 35 | last filed Q2 2026 |
| ESCHATON OPPORTUNITIES FUND MANAGEMENT LP | 1729545 | $486.9M | 5 | Q3 2026 |
| MONETARY MANAGEMENT GROUP INC | 1133014 | $486.7M | 335 | last filed Q2 2026 |
| Old Mission Investment Co LLC | 2149839 | $486.6M | 161 | Q3 2026 |
| Atlantic Edge Private Wealth Management, LLC | 2011145 | $486.6M | 622 | Q3 2026 |
| Financial & Tax Architects, LLC | 1758543 | $486.4M | 109 | Q3 2026 |
| Poehling Capital Management, INC. | 1730815 | $486.4M | 164 | Q3 2026 |
| HARVEY CAPITAL MANAGEMENT INC | 1119032 | $486.2M | 92 | last filed Q2 2026 |
| Vodafone Ventures Ltd | 1855428 | $486.2M | 1 | last filed Q2 2026 |
| Copper Harbor Investment Advisors, LLC | 1808027 | $486.1M | 99 | Q3 2026 |
| Mason & Associates, LLC | 1895045 | $486.0M | 45 | Q3 2026 |
| Berkeley Capital Partners, LLC | 1667694 | $485.9M | 203 | last filed Q2 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 732847 | $485.7M | 82 | last filed Q2 2026 |
| Paul John Balson | 1809125 | $485.6M | 90 | last filed Q4 2020 |
| Centennial Wealth Advisory LLC | 1839421 | $485.5M | 195 | Q3 2026 |
| Corrigan Financial, Inc. | 1990951 | $485.4M | 44 | last filed Q1 2025 |
| Stephens Greth Foundation | 2107267 | $485.2M | 4 | last filed Q2 2026 |
| Ordinal Holdings ManageCo, LP | 1729675 | $485.2M | 1 | last filed Q3 2021 |
| Crestview Partners IV GP, L.P. | 1818687 | $484.9M | 2 | last filed Q2 2026 |
| SECOR Capital Advisors, LP | 1593191 | $484.9M | 349 | last filed Q1 2019 |
| Field & Main Bank | 1594492 | $484.8M | 271 | last filed Q2 2026 |
| Ashford Advisors, LLC | 1861158 | $484.8M | 23 | last filed Q2 2026 |
| FOURSIXTHREE CAPITAL LP | 1897652 | $484.7M | 17 | last filed Q2 2026 |
| Bill Few Associates, Inc. | 1914644 | $484.7M | 231 | Q3 2026 |
| JBJ Investment Partners, LLC | 1776321 | $484.6M | 63 | last filed Q4 2021 |