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 20 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| WEDGEWOOD PARTNERS INC | 859804 | $484.4M | 18 | last filed Q2 2026 |
| COLLECTIVE FAMILY OFFICE LLC | 1845066 | $484.2M | 162 | Q3 2026 |
| Wealth Advisory Solutions, LLC | 1834802 | $484.1M | 149 | Q3 2026 |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 1737090 | $484.0M | 198 | Q3 2026 |
| Shengqi Capital (Hong Kong) Ltd | 2040405 | $483.7M | 11 | last filed Q2 2026 |
| Aspire Private Capital, LLC | 1767340 | $483.7M | 175 | last filed Q2 2026 |
| CAPITAL CITY TRUST CO/FL | 1095836 | $483.7M | 118 | Q3 2026 |
| Heartland Bank & Trust Co | 1866040 | $483.3M | 211 | last filed Q2 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | 1705929 | $483.0M | 92 | Q3 2026 |
| Leading Edge Financial Planning LLC | 1967205 | $482.5M | 72 | Q3 2026 |
| Sciencast Management LP | 1653169 | $482.4M | 235 | last filed Q2 2026 |
| Storgate, LLC | 2110835 | $482.1M | 351 | last filed Q2 2026 |
| James T. Borello RIA | 2157919 | $481.8M | 1,281 | Q3 2026 |
| Sabadell Asset Management, S.A S.G.I.I.C | 1730946 | $481.6M | 98 | last filed Q2 2023 |
| M & L Capital Management Ltd | 1927627 | $481.6M | 24 | Q3 2026 |
| Winch Advisory Services, LLC | 1585822 | $481.4M | 567 | last filed Q2 2026 |
| Mudita Advisors LLP | 1907809 | $481.0M | 24 | last filed Q2 2026 |
| Legacy Capital Wealth Partners, LLC | 1766228 | $480.9M | 371 | Q3 2026 |
| HILL ISLAND FINANCIAL LLC | 1909798 | $480.8M | 101 | Q3 2026 |
| CLG LLC | 2059872 | $480.6M | 148 | Q3 2026 |
| EXECUTIVE WEALTH GROUP LLC | 2014165 | $480.4M | 57 | last filed Q1 2024 |
| THOMAS WHITE INTERNATIONAL LTD | 1092351 | $480.3M | 258 | last filed Q2 2023 |
| Hurlow Wealth Management Group, Inc. | 1747749 | $480.3M | 125 | Q3 2026 |
| White Pine Investment CO | 1318259 | $480.3M | 68 | Q3 2026 |
| Standard General L.P. | 1409888 | $480.2M | 2 | last filed Q2 2026 |
| Stewardship Advisors, LLC | 1733219 | $480.0M | 177 | Q3 2026 |
| Napier Financial, LLC | 2086579 | $480.0M | 472 | last filed Q2 2026 |
| Marino Management, LLC | 1845680 | $479.9M | 11 | last filed Q2 2026 |
| Monument Capital Management | 1729428 | $479.9M | 255 | Q3 2026 |
| Bridge City Capital, LLC | 1713521 | $479.8M | 111 | Q3 2026 |
| CONTINENTAL GENERAL INSURANCE CO | 24046 | $479.6M | 9 | last filed Q2 2026 |
| Opal Wealth Advisors, LLC | 1844201 | $479.5M | 225 | Q3 2026 |
| Adroit Compliance, LLC | 1766079 | $479.3M | 46 | last filed Q4 2023 |
| Farmers National Bank | 1632966 | $479.2M | 180 | last filed Q2 2026 |
| VALUEWORKS LLC | 1282189 | $479.2M | 38 | last filed Q2 2026 |
| Triune Financial Partners, LLC | 2040393 | $478.9M | 49 | last filed Q2 2026 |
| Rollins Financial | 1853019 | $478.8M | 97 | last filed Q4 2023 |
| May Hill Capital, LLC | 2056340 | $478.7M | 256 | last filed Q2 2026 |
| Evernest Financial Advisors, LLC | 2009530 | $478.1M | 191 | last filed Q2 2026 |
| Knox Lane LP | 2109564 | $478.0M | 1 | last filed Q2 2026 |
| Mattson Financial Services, LLC | 2034595 | $477.8M | 235 | last filed Q2 2026 |
| Palumbo Wealth Management LLC | 1846310 | $477.6M | 237 | last filed Q2 2026 |
| Guidance Point Advisors, LLC | 1767710 | $477.5M | 104 | Q3 2026 |
| MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 1442173 | $477.2M | 95 | last filed Q4 2018 |
| JANICZEK WEALTH MANAGEMENT, LLC | 1598561 | $477.1M | 1,091 | last filed Q2 2024 |
| VAQUERO PRIVATE WEALTH, LTD | 2052555 | $477.0M | 202 | Q3 2026 |
| RFG Holdings, Inc. | 1845210 | $476.9M | 87 | last filed Q2 2026 |
| ANCHYRA PARTNERS LLC | 2107106 | $476.8M | 433 | Q3 2026 |
| Cornerstone Wealth Advisors, Inc. | 1862176 | $476.6M | 53 | Q3 2026 |
| Pacific Center for Financial Services | 1698222 | $476.6M | 506 | Q3 2026 |
| Gator Capital Management, LLC | 1570284 | $476.6M | 67 | last filed Q2 2026 |
| Z3 Capital Partners, LLC | 2127787 | $476.4M | 192 | last filed Q2 2026 |
| High Net Worth Advisory Group LLC | 1919142 | $476.3M | 253 | Q3 2026 |
| MAGNOLIA GROUP, LLC | 1618376 | $476.3M | 16 | last filed Q2 2026 |
| Paragon Advisors, LLC | 1799719 | $476.1M | 77 | last filed Q2 2026 |
| Joseph Group Capital Management | 1910383 | $476.0M | 387 | last filed Q2 2026 |
| Scott & Selber, Inc. | 1315269 | $476.0M | 92 | Q3 2026 |
| Gallagher Benefit Services, Inc. | 1527782 | $476.0M | 186 | last filed Q4 2022 |
| F3Logic, LLC | 1733777 | $476.0M | 186 | last filed Q4 2022 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | 1068979 | $475.9M | 102 | last filed Q2 2026 |
| MADISON WEALTH MANAGEMENT | 1801857 | $475.8M | 150 | last filed Q3 2023 |
| Stokes & Hubbell Capital Management, LLC | 1653866 | $475.6M | 134 | last filed Q1 2019 |
| Jessup Wealth Management, Inc | 1963536 | $475.5M | 86 | Q3 2026 |
| Stone Ridge Asset Management LLC | 1584728 | $475.0M | 1 | last filed Q1 2021 |
| DG Capital Management, LLC | 1512716 | $474.9M | 22 | last filed Q2 2026 |
| Strategic Advisors LLC | 1569119 | $474.7M | 161 | Q3 2026 |
| Peterson Wealth Services | 1906799 | $474.2M | 223 | Q3 2026 |
| Park Edge Advisors, LLC | 1965659 | $474.2M | 152 | Q3 2026 |
| Lorne Steinberg Wealth Management Inc. | 1851362 | $474.1M | 72 | Q3 2026 |
| CHASE INVESTMENT COUNSEL CORP | 19475 | $473.8M | 138 | last filed Q2 2026 |
| Kraft, Davis & Associates, LLC | 1919438 | $473.7M | 148 | Q3 2026 |
| Austin Wealth Management, LLC | 2003112 | $473.4M | 126 | last filed Q2 2026 |
| ArchPoint Investors | 1483472 | $473.4M | 80 | last filed Q2 2026 |
| VAN DEN BERG MANAGEMENT I, INC | 1142062 | $473.3M | 120 | last filed Q2 2026 |
| American Investment Services, Inc. | 1369913 | $473.3M | 133 | last filed Q2 2026 |
| Logan Stone Capital, LLC | 1535521 | $473.2M | 155 | last filed Q2 2026 |
| BCGM Wealth Management, LLC | 1830467 | $473.0M | 182 | last filed Q2 2026 |
| First Personal Financial Services | 1633869 | $472.9M | 570 | last filed Q3 2024 |
| Shelter Mutual Insurance Co | 1455288 | $472.8M | 58 | last filed Q2 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | 1664385 | $472.5M | 134 | last filed Q4 2025 |
| Go Invest LLC | 2139692 | $472.5M | 104 | Q3 2026 |
| Susquehanna International Group Ltd. | 1765924 | $472.2M | 108 | last filed Q3 2024 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 1766995 | $471.9M | 113 | last filed Q2 2026 |
| Advisory Solutions Group, LLC | 2147643 | $471.9M | 291 | Q3 2026 |
| General Electric Co | 40545 | $471.8M | 2 | Q3 2026 |
| Acumen Wealth Advisors, LLC | 1939202 | $471.8M | 493 | last filed Q2 2026 |
| Lansing Street Advisors | 1926571 | $471.7M | 167 | last filed Q2 2026 |
| Aisling Capital Management LP | 1766721 | $471.6M | 14 | last filed Q2 2026 |
| Leo Wealth, LLC | 1912202 | $471.4M | 269 | Q3 2026 |
| Paulson Wealth Management Inc. | 1731878 | $471.4M | 146 | last filed Q2 2026 |
| CALIFORNIA FIRST LEASING CORP | 803016 | $471.1M | 34 | last filed Q2 2026 |
| D.B. Root & Company, LLC | 1731717 | $470.8M | 207 | last filed Q2 2026 |
| CFO4Life, L.P. | 1632248 | $470.5M | 176 | last filed Q4 2022 |
| Jones Hill Capital LP | 2102314 | $470.4M | 29 | last filed Q2 2026 |
| Outlook Wealth Advisors, LLC | 1767151 | $470.3M | 313 | Q3 2026 |
| Aster Capital Management (DIFC) Ltd | 2040915 | $470.0M | 808 | last filed Q2 2026 |
| Waypoint Capital Advisors, LLC | 1905662 | $469.6M | 127 | last filed Q3 2024 |
| Highland Financial Advisors, LLC | 1939237 | $469.4M | 82 | Q3 2026 |
| Hartree Partners, LP | 1597857 | $469.0M | 117 | last filed Q2 2026 |
| MilWealth Group LLC | 1972750 | $468.9M | 82 | last filed Q2 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | 1287978 | $468.8M | 136 | last filed Q2 2026 |
| KADENSA CAPITAL Ltd | 1720980 | $468.6M | 28 | last filed Q2 2026 |
| Sollinda Capital Management LLC | 2012034 | $468.4M | 78 | last filed Q2 2026 |
| Legal Advantage Investments, Inc. | 1841769 | $468.2M | 83 | Q3 2026 |
| Ipswich Investment Management Co., Inc. | 1463753 | $468.2M | 186 | Q3 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | 1034549 | $468.1M | 419 | last filed Q2 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 920441 | $468.0M | 128 | last filed Q2 2026 |
| Sequent Planning LLC | 2009724 | $468.0M | 269 | last filed Q2 2026 |
| Trustees of Columbia University in the City of New York | 1420995 | $467.8M | 3 | last filed Q2 2026 |
| SPEECE THORSON CAPITAL GROUP INC | 900169 | $467.7M | 37 | last filed Q2 2026 |
| Truffle Hound Capital, LLC | 1595862 | $467.7M | 52 | last filed Q2 2026 |
| GUIDANCE CAPITAL, INC | 1958743 | $467.6M | 233 | last filed Q2 2026 |
| Foyston, Gordon & Payne Inc | 1322853 | $467.6M | 68 | last filed Q2 2026 |
| Steamboat Capital Partners, LLC | 1635663 | $467.6M | 59 | last filed Q2 2026 |
| BRAVE ASSET MANAGEMENT INC | 1085867 | $467.5M | 146 | last filed Q2 2026 |
| OLD DOMINION CAPITAL MANAGEMENT INC | 1133385 | $467.5M | 170 | last filed Q3 2021 |
| Mizuho Bank, Ltd. | 1512734 | $467.4M | 6 | last filed Q2 2026 |
| Talaria Asset Management Pty Ltd | 2026352 | $467.3M | 12 | last filed Q2 2026 |
| ADW Capital Management, LLC | 1745214 | $466.9M | 8 | last filed Q2 2026 |
| Whitcomb & Hess, Inc. | 1813577 | $466.9M | 65 | Q3 2026 |
| CVC Management Holdings II Ltd. | 2023131 | $466.7M | 4 | last filed Q2 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | 1167026 | $466.6M | 144 | Q3 2026 |
| Rothschild Capital Partners, LLC | 1569833 | $466.6M | 89 | last filed Q2 2026 |
| Columbia Bank | 2017259 | $466.6M | 170 | Q3 2026 |
| Cadent Capital Advisors, LLC | 1803536 | $466.4M | 186 | Q3 2026 |
| PILGRIM GLOBAL ADVISORS LLC | 1963918 | $466.1M | 3 | last filed Q2 2026 |
| O'Dell Group, LLC | 1742569 | $466.1M | 42 | last filed Q3 2025 |
| Independence Advisors, LLC | 1679118 | $465.9M | 170 | last filed Q3 2020 |
| Evergreen Advisors, LLC | 1762294 | $465.9M | 31 | Q3 2026 |
| Skaana Management L.P. | 1860998 | $465.3M | 132 | last filed Q2 2026 |
| HOME FEDERAL BANK OF TENNESSEE | 1665446 | $465.3M | 116 | Q3 2026 |
| SWS Partners | 1731731 | $465.1M | 108 | Q3 2026 |
| Hilltop National Bank | 2021658 | $464.9M | 786 | Q3 2026 |
| CAROLINAS WEALTH CONSULTING LLC | 1803425 | $464.9M | 1,012 | last filed Q1 2025 |
| Hernani Holdings LLC | 1788700 | $464.9M | 12 | last filed Q2 2021 |
| HARRELL INVESTMENT PARTNERS, LLC | 1802882 | $464.8M | 139 | Q3 2026 |
| Prairie Wealth Advisors, Inc. | 2022783 | $464.7M | 271 | Q3 2026 |
| Accel Wealth Management | 1838226 | $464.3M | 309 | Q3 2026 |
| McCutchen Group LLC | 1544224 | $464.3M | 22 | last filed Q3 2022 |
| United American Securities Inc. (d/b/a UAS Asset Management) | 1349353 | $464.1M | 13 | last filed Q2 2026 |
| SMART Wealth LLC | 2044723 | $464.0M | 222 | last filed Q2 2026 |
| Paradiem, LLC | 1733356 | $463.8M | 68 | last filed Q2 2026 |
| NovaPoint Capital, LLC | 1815025 | $463.8M | 162 | Q3 2026 |
| Nikulski Financial, Inc. | 1729847 | $463.6M | 180 | last filed Q2 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | 778963 | $463.6M | 128 | Q3 2026 |
| NBW CAPITAL LLC | 1512901 | $463.6M | 111 | last filed Q2 2025 |
| Ironwood Wealth Management, LLC. | 1692820 | $463.4M | 50 | Q3 2026 |
| Bank of New Hampshire | 1870761 | $463.2M | 527 | Q3 2026 |
| TimeScale Financial, Inc. | 1765054 | $463.2M | 628 | last filed Q2 2023 |
| Kelly Financial Services LLC | 2023336 | $463.2M | 130 | Q3 2026 |
| MARINER INVESTMENT GROUP LLC | 1096978 | $463.1M | 112 | last filed Q2 2026 |
| Step Capital Management Pte. Ltd. | 2091341 | $463.1M | 26 | last filed Q2 2026 |
| Milestone Investment Advisors LLC | 1967018 | $462.7M | 141 | last filed Q2 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | 2012868 | $462.7M | 45 | last filed Q2 2026 |
| VANTAGE WEALTH | 1569174 | $462.6M | 30 | last filed Q4 2025 |
| BERKSHIRE CAPITAL HOLDINGS INC | 1133742 | $462.3M | 122 | last filed Q2 2026 |
| Legacy Wealth Partners, LLC | 2066638 | $462.0M | 196 | Q3 2026 |
| Fielder Capital Group LLC | 2010765 | $462.0M | 303 | last filed Q2 2026 |
| Atlas Private Wealth Advisors | 1814234 | $462.0M | 149 | Q3 2026 |
| Marks Wealth, LLC | 1838660 | $461.9M | 19 | last filed Q2 2026 |
| Sweet Financial Partners, LLC | 1908936 | $461.8M | 198 | last filed Q3 2024 |
| BRIGHTLINE CAPITAL MANAGEMENT, LLC | 1432450 | $461.5M | 11 | last filed Q2 2026 |
| Prevatt Capital Ltd | 2009520 | $461.2M | 12 | last filed Q2 2026 |
| Peregrine Asset Advisers, Inc. | 1535227 | $461.1M | 218 | last filed Q2 2026 |
| Investment Advisory Group, LLC | 1910273 | $461.0M | 220 | last filed Q2 2026 |
| SECTOR GAMMA AS | 1475373 | $461.0M | 40 | last filed Q2 2026 |
| JOHO CAPITAL LLC | 1106500 | $460.4M | 10 | last filed Q2 2026 |
| Spectrum Management Group, LLC | 1534843 | $460.3M | 237 | last filed Q3 2022 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 1226886 | $460.2M | 219 | last filed Q2 2026 |
| Context Partners Fund, L.P. | 1505246 | $460.1M | 163 | last filed Q3 2020 |
| B. Riley Securities, Inc. | 1505748 | $459.7M | 66 | last filed Q4 2022 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2032331 | $459.0M | 128 | last filed Q2 2026 |
| RDA Financial Network | 1774086 | $459.0M | 266 | Q3 2026 |
| VELA Investment Management, LLC | 1895612 | $459.0M | 141 | last filed Q2 2026 |
| Syverson Strege & Co | 1682057 | $458.9M | 186 | last filed Q2 2026 |
| Strengthening Families & Communities, LLC | 1921196 | $458.9M | 731 | Q3 2026 |
| Coleford Investment Management Ltd. | 1939136 | $458.5M | 23 | last filed Q2 2026 |
| Stuart Chaussee & Associates, Inc. | 1653253 | $458.4M | 180 | last filed Q3 2025 |
| DOLIVER ADVISORS, LP | 938077 | $458.2M | 181 | Q3 2026 |
| Seven Springs Wealth Group, LLC | 1803898 | $458.1M | 85 | last filed Q2 2026 |
| AllGen Financial Advisors, Inc. | 1964809 | $458.0M | 36 | last filed Q2 2026 |
| LPWM LLC | 1801101 | $457.9M | 101 | Q3 2026 |
| Tuscan Ridge Asset Management LLC | 1730844 | $457.8M | 133 | last filed Q4 2019 |
| Cerro Pacific Wealth Advisors LLC | 1842669 | $457.8M | 171 | Q3 2026 |
| Bremer Trust National Association | 1086555 | $457.8M | 745 | last filed Q4 2018 |
| Fusion Capital, LLC | 1802955 | $457.7M | 105 | Q3 2026 |
| Uncommon Cents Investing Inc | 1729754 | $457.3M | 216 | Q3 2026 |
| Westmount Partners, LLC | 2051491 | $457.1M | 260 | last filed Q2 2026 |
| MONTAG & CALDWELL, LLC | 67698 | $456.8M | 113 | last filed Q2 2025 |
| SWMG, LLC | 1839255 | $456.6M | 118 | Q3 2026 |
| PEAVINE CAPITAL, LLC | 1594540 | $456.6M | 9 | Q3 2026 |
| Edmonds Duncan Registered Investment Advisors, LLC | 1668155 | $456.6M | 108 | last filed Q3 2024 |
| PROATHLETE WEALTH MANAGEMENT LLC | 2012065 | $456.5M | 1,237 | Q3 2026 |
| Safeguard Financial, LLC | 1922498 | $456.5M | 105 | last filed Q1 2025 |
| First Affirmative Financial Network | 1656282 | $456.4M | 418 | Q3 2026 |
| Carmel Capital Management L.L.C. | 1878547 | $456.4M | 28 | last filed Q2 2026 |
| Legacy Wealth Asset Management, LLC | 1846151 | $456.3M | 357 | Q3 2026 |
| Arbor Wealth Management, LLC | 1667164 | $456.2M | 62 | last filed Q4 2021 |
| TMD Wealth Management, LLC | 1842820 | $456.1M | 54 | last filed Q2 2024 |
| Warther Private Wealth, LLC | 1954551 | $455.9M | 50 | last filed Q2 2026 |
| BROWN WEALTH MANAGEMENT, LLC | 1987005 | $455.8M | 135 | Q3 2026 |
| Stokes Capital Advisors, LLC | 1734460 | $455.5M | 118 | Q3 2026 |
| NATURAL INVESTMENTS, LLC | 1800245 | $455.2M | 301 | last filed Q2 2026 |
| Parkside Advisors LLC | 1585550 | $455.1M | 89 | last filed Q2 2025 |
| Miramar Capital, LLC | 1767812 | $455.0M | 57 | last filed Q2 2026 |
| Diligent Investors, LLC | 1549042 | $455.0M | 362 | Q3 2026 |
| Able Wealth Management LLC | 2011908 | $454.9M | 197 | Q3 2026 |
| Freedom Day Solutions, LLC | 1467517 | $454.8M | 133 | Q3 2026 |
| Bulldog Investors, LLP | 1504304 | $454.7M | 225 | last filed Q2 2026 |
| Lisanti Capital Growth, LLC | 1424467 | $454.6M | 109 | last filed Q2 2026 |
| GSG Advisors LLC | 1995773 | $454.3M | 149 | last filed Q2 2026 |
| Atwater Malick LLC | 1769288 | $454.3M | 128 | Q3 2026 |
| Markowski Investments | 2149795 | $454.2M | 619 | last filed Q2 2026 |
| CWS Financial Advisors, LLC | 1802459 | $454.1M | 171 | Q3 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | 1902826 | $454.0M | 181 | last filed Q2 2026 |
| Bison Wealth, LLC | 1633172 | $454.0M | 319 | last filed Q4 2024 |
| Mokosak Advisory Group, LLC | 1713112 | $453.9M | 43 | Q3 2026 |
| M&R CAPITAL MANAGEMENT INC | 1057395 | $453.8M | 581 | last filed Q3 2024 |
| Gray Foundation | 2011602 | $453.7M | 9 | last filed Q2 2026 |
| Retirement Solution LLC | 1914606 | $453.7M | 60 | Q3 2026 |
| SYQUANT CAPITAL SAS | 1766392 | $453.5M | 60 | Q3 2026 |
| BEAM WEALTH ADVISORS, INC. | 1803426 | $453.4M | 117 | last filed Q2 2026 |
| Briaud Financial Planning Inc | 1800586 | $453.3M | 44 | Q3 2026 |
| Indigo Partners LLC | 1846122 | $453.0M | 2 | last filed Q2 2026 |
| BROWN, LISLE/CUMMINGS, INC. | 14745 | $453.0M | 1,058 | Q3 2026 |
| Aspen Capital Management, LLC | 2065974 | $453.0M | 83 | last filed Q2 2026 |
| Paradigm Financial Advisors, LLC | 1597691 | $452.7M | 220 | last filed Q4 2021 |
| BOSTON RESEARCH & MANAGEMENT INC | 1259261 | $452.6M | 121 | last filed Q2 2026 |
| Level Financial Advisors | 1871734 | $452.5M | 91 | Q3 2026 |
| Bitwise Funds Trust | 1928561 | $452.4M | 41 | last filed Q2 2026 |
| Brand Asset Management Group, Inc. | 1748766 | $452.4M | 223 | last filed Q2 2026 |
| Global Assets Advisory, LLC | 1942932 | $452.3M | 308 | Q3 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | 1800234 | $451.7M | 185 | Q3 2026 |
| WINMILL & CO. INC | 52234 | $451.7M | 56 | last filed Q2 2026 |
| Remedium Capital Partners, LLC | 2104501 | $451.6M | 6 | last filed Q2 2026 |
| Progressive Investment Management Corp | 1353318 | $451.5M | 56 | Q3 2026 |
| Mystic Asset Management, Inc. | 1912460 | $450.8M | 214 | Q3 2026 |
| Endure Capital Management, LLC | 2055657 | $450.8M | 47 | last filed Q2 2026 |
| CGC Financial Services, LLC | 1992785 | $450.8M | 338 | Q3 2026 |
| Prosperity Planning, Inc. | 1843292 | $450.7M | 119 | Q3 2026 |
| Cordatus Wealth Management LLC | 1715862 | $450.6M | 160 | Q3 2026 |
| Eldred Rock Partners, LLC | 1984180 | $450.6M | 29 | Q3 2026 |
| RIPOSTE CAPITAL LLC | 1672355 | $450.6M | 27 | last filed Q2 2026 |
| BARD ASSOCIATES INC | 1105907 | $450.5M | 292 | last filed Q2 2026 |
| Anchorage Capital Group, L.L.C. | 1300714 | $450.5M | 3 | last filed Q2 2026 |
| Coulter & Justus Financial Services, LLC | 1841767 | $450.3M | 93 | last filed Q1 2024 |
| Morton Brown Family Wealth, LLC | 1909851 | $449.6M | 412 | Q3 2026 |
| Straight Path Wealth Management | 1902506 | $449.2M | 157 | Q3 2026 |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 1049650 | $449.2M | 116 | last filed Q4 2022 |
| Cincinnati Specialty Underwriters Insurance CO | 1426763 | $449.0M | 45 | last filed Q2 2026 |