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 22 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Pinnacle Financial Group, LLC / IL | 1905962 | $415.6M | 120 | Q3 2026 |
| Prasad Wealth Partners, LLC | 2048885 | $415.6M | 160 | last filed Q2 2026 |
| Walter Public Investments Inc. | 1925251 | $415.5M | 53 | last filed Q2 2026 |
| ELEVATUS WELATH MANAGEMENT | 1982776 | $415.5M | 238 | Q3 2026 |
| Centurion Wealth Management LLC | 1951368 | $415.3M | 281 | Q3 2026 |
| Squire Investment Management Company, LLC | 2031291 | $415.3M | 89 | last filed Q2 2026 |
| Elemental Capital Partners LLC | 1860672 | $415.2M | 12 | Q3 2026 |
| Family Firm, Inc. | 1602603 | $414.9M | 87 | last filed Q2 2025 |
| Oldfield Partners LLP | 1492815 | $414.8M | 18 | last filed Q2 2026 |
| LongView Wealth Management | 1990190 | $414.8M | 229 | Q3 2026 |
| Snider Financial Group | 1820681 | $414.8M | 102 | Q3 2026 |
| Cadence Capital Management LLC | 1175399 | $414.7M | 277 | last filed Q3 2020 |
| Bond & Devick Financial Network, Inc. | 1843495 | $414.5M | 201 | Q3 2026 |
| Winthrop Capital Management, LLC | 2010657 | $414.1M | 351 | last filed Q2 2026 |
| Ironsides Asset Advisors, LLC | 1615135 | $414.1M | 87 | Q3 2026 |
| Lifestyle Asset Management, Inc. | 1845675 | $413.8M | 129 | Q3 2026 |
| Measured Wealth Private Client Group, LLC | 1720235 | $413.7M | 723 | last filed Q2 2026 |
| Vision Retirement, LLC | 2069023 | $413.6M | 621 | last filed Q2 2026 |
| Siena Capital Partners GP, LLC | 1694886 | $413.4M | 101 | last filed Q2 2026 |
| Synergy Investment Management, LLC | 2053786 | $413.4M | 1,086 | last filed Q2 2026 |
| WP Advisors, LLC | 1697796 | $413.3M | 119 | last filed Q2 2026 |
| JRM Investment Counsel, LLC | 1631084 | $413.3M | 21 | last filed Q2 2026 |
| TriaGen Wealth Management LLC | 1843848 | $413.1M | 186 | Q3 2026 |
| Kanen Wealth Management LLC | 1681614 | $412.6M | 36 | last filed Q2 2026 |
| Sicart Associates LLC | 1696494 | $412.6M | 73 | Q3 2026 |
| Inlet Private Wealth, LLC | 1759751 | $412.5M | 135 | Q3 2026 |
| Hilltop Partners LLC | 1957867 | $412.4M | 150 | last filed Q2 2026 |
| Clean Yield Group | 1525865 | $412.2M | 392 | Q3 2026 |
| Kiltearn Partners LLP | 1582633 | $412.1M | 29 | last filed Q2 2026 |
| EntryPoint Capital, LLC | 1992519 | $412.1M | 768 | last filed Q2 2026 |
| TOBAM | 1527488 | $411.9M | 258 | last filed Q2 2026 |
| Traverso Chambers Private Wealth Management, LLC | 1767346 | $411.8M | 123 | last filed Q4 2023 |
| WealthCare Investment Partners, LLC | 1908462 | $411.7M | 206 | last filed Q2 2026 |
| MCDONALD PARTNERS LLC | 1331074 | $411.7M | 621 | last filed Q2 2026 |
| Accretive Wealth Partners, LLC | 1844444 | $411.6M | 177 | last filed Q2 2026 |
| Access Investment Management LLC | 2010477 | $411.6M | 135 | Q3 2026 |
| Taylor Hoffman Capital Management LLC | 2042493 | $411.6M | 122 | last filed Q2 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | 1906023 | $411.5M | 216 | last filed Q2 2026 |
| Waypoint Wealth Partners Inc. | 1817306 | $411.4M | 76 | last filed Q2 2025 |
| Alpine Investment Management Ltd | 1964631 | $411.2M | 9 | last filed Q2 2026 |
| Aspiring Ventures, LLC | 1738640 | $411.1M | 83 | last filed Q2 2026 |
| FundX Investment Group, LLC | 1427261 | $411.0M | 45 | last filed Q4 2021 |
| Financial Perspectives, Inc | 2003287 | $410.9M | 728 | last filed Q2 2026 |
| Gavilan Investment Partners LLC | 1963404 | $410.8M | 15 | last filed Q2 2026 |
| SignalPoint Asset Management, LLC | 1566414 | $410.7M | 253 | last filed Q4 2024 |
| First Washington CORP | 1390043 | $410.5M | 51 | last filed Q2 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | 1903859 | $410.5M | 118 | last filed Q2 2026 |
| CONCENTRIC WEALTH MANAGEMENT, LLC | 1695345 | $410.0M | 133 | last filed Q3 2024 |
| HFR Wealth Management, LLC | 1877822 | $409.7M | 53 | last filed Q2 2026 |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 1536262 | $409.6M | 23 | last filed Q3 2021 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 1931870 | $409.5M | 182 | last filed Q2 2026 |
| Fruth Investment Management | 1416856 | $409.3M | 224 | Q3 2026 |
| DKRT Investments Corp. | 2080627 | $409.3M | 50 | last filed Q2 2026 |
| Matarin Capital Management, LLC | 1579668 | $409.2M | 184 | last filed Q4 2020 |
| Rock Point Advisors, LLC | 1301540 | $408.9M | 123 | last filed Q2 2026 |
| Rooted Wealth Advisors, Inc. | 1963732 | $408.5M | 149 | last filed Q2 2026 |
| S.E.E.D. Planning Group LLC | 1765515 | $408.3M | 98 | Q3 2026 |
| Al Warda Investments RSC Ltd | 2075444 | $408.1M | 1 | last filed Q4 2025 |
| TIFF ADVISORY SERVICES, LLC | 1271347 | $407.9M | 19 | last filed Q2 2026 |
| INCEPTIONR LLC | 1821561 | $407.4M | 628 | last filed Q2 2026 |
| Burt Wealth Advisors | 1612041 | $407.3M | 115 | last filed Q3 2025 |
| EQ LLC | 1757605 | $407.2M | 87 | last filed Q2 2026 |
| Acorn Wealth Advisors, LLC | 1730610 | $407.1M | 302 | Q3 2026 |
| Amicus Financial Advisors, LLC | 2113629 | $407.0M | 95 | last filed Q2 2026 |
| PLATINUM INVESTMENT MANAGEMENT LTD | 1256071 | $406.7M | 85 | last filed Q2 2026 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | 1387369 | $406.4M | 35 | last filed Q2 2026 |
| Warner Group LLC | 2073617 | $406.1M | 129 | last filed Q2 2026 |
| FCA CORP /TX | 1166402 | $406.0M | 203 | last filed Q2 2026 |
| MP (Thrift) Global Advisers III LLC | 1483226 | $405.9M | 1 | last filed Q3 2020 |
| Evelyn Partners Asset Management Ltd | 2065207 | $405.8M | 308 | last filed Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC | 1870012 | $405.8M | 190 | Q3 2026 |
| Whitefort Capital Management, LP | 1884931 | $405.7M | 19 | last filed Q2 2026 |
| Headland Capital, LLC | 2056637 | $405.5M | 64 | last filed Q2 2026 |
| Kula Investments, LLC | 1911190 | $405.5M | 576 | last filed Q1 2023 |
| Hudson Capital Management LLC | 1727342 | $405.4M | 78 | Q3 2026 |
| Modus Advisors, LLC | 1799284 | $405.0M | 118 | last filed Q2 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 1632802 | $404.8M | 98 | Q3 2026 |
| Arcataur Capital Management LLC | 1987321 | $404.8M | 100 | Q3 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 752365 | $404.6M | 169 | last filed Q2 2026 |
| Seaside Wealth Management, Inc. | 1929977 | $404.6M | 71 | last filed Q2 2026 |
| ROBERTS GLORE & CO INC /IL/ | 1017115 | $404.4M | 246 | last filed Q2 2026 |
| Buckley Wealth Management, LLC | 1730126 | $404.3M | 104 | last filed Q2 2026 |
| STELLIAM INVESTMENT MANAGEMENT, LP | 1427165 | $404.3M | 8 | last filed Q2 2019 |
| Xcel Wealth Management, LLC | 1791002 | $404.3M | 140 | Q3 2026 |
| Revisor Wealth Management LLC | 1887409 | $404.1M | 361 | Q3 2026 |
| Northeast Financial Group, Inc. | 1965773 | $404.0M | 76 | last filed Q1 2026 |
| Keystone Financial Planning, Inc. | 1596906 | $403.9M | 39 | Q3 2026 |
| McElhenny Sheffield Capital Management, LLC | 1886813 | $403.8M | 108 | last filed Q2 2026 |
| Crown Wealth Group, LLC | 1845698 | $403.5M | 148 | Q3 2026 |
| WBI INVESTMENTS, LLC | 1397424 | $403.5M | 286 | last filed Q2 2026 |
| BURKE & HERBERT BANK & TRUST CO | 1101250 | $403.4M | 246 | last filed Q2 2026 |
| SAYBROOK CAPITAL /NC | 1044924 | $403.3M | 43 | Q3 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 714364 | $402.7M | 715 | last filed Q2 2026 |
| Vantage Financial Partners Ltd., Inc. | 1693809 | $402.4M | 103 | last filed Q2 2024 |
| St. Clair Advisors, LLC | 2056292 | $402.4M | 81 | Q3 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | 1697375 | $402.3M | 440 | Q3 2026 |
| FNY Investment Advisers, LLC | 1742998 | $402.1M | 846 | Q3 2026 |
| FOCUSED ALPHA, LLC | 2105062 | $402.0M | 249 | Q3 2026 |
| OLIO Financial Planning | 1906766 | $401.9M | 70 | Q3 2026 |
| Grace & Mercy Foundation, Inc. | 1715783 | $401.7M | 21 | last filed Q2 2026 |
| Cliffwater LLC | 1659851 | $401.7M | 22 | last filed Q2 2026 |
| PagnatoKarp Partners LLC | 1698215 | $401.5M | 167 | last filed Q1 2020 |
| Copperwynd Financial, LLC | 1687832 | $400.8M | 156 | last filed Q2 2025 |
| PHYSICIANS FINANCIAL SERVICES, INC. | 1665518 | $400.7M | 106 | last filed Q2 2026 |
| Wealth Group, Ltd. | 2013988 | $400.7M | 106 | last filed Q2 2026 |
| Burleson & Company, LLC | 1733510 | $400.7M | 416 | last filed Q4 2022 |
| Meredith Wealth Planning | 1956471 | $400.6M | 80 | Q3 2026 |
| Heritage Wealth Management, Inc. | 1944755 | $400.6M | 272 | Q3 2026 |
| INTERCAPITAL, LLC | 2108411 | $400.6M | 92 | last filed Q2 2026 |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1622852 | $400.3M | 122 | last filed Q4 2020 |
| Rappaport Reiches Capital Management, LLC | 1990195 | $400.1M | 122 | last filed Q1 2025 |
| OLP CAPITAL MANAGEMENT Ltd | 1738126 | $400.0M | 6 | last filed Q2 2026 |
| Presidio Capital Management, LLC | 1931750 | $399.9M | 86 | last filed Q2 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | 2020280 | $399.8M | 177 | last filed Q2 2026 |
| Sandy Cove Advisors, LLC | 1908217 | $399.8M | 162 | last filed Q2 2026 |
| Argent Advisors, Inc. | 1426851 | $399.7M | 186 | last filed Q2 2026 |
| ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A. | 2156072 | $399.5M | 33 | last filed Q2 2026 |
| ETF Portfolio Partners, Inc. | 1635342 | $399.4M | 67 | Q3 2026 |
| Three Bridge Wealth Advisors, LLC | 1950962 | $399.3M | 87 | last filed Q2 2026 |
| LANDMARK INVESTMENT PARTNERS, L.P. | 2023551 | $399.3M | 54 | last filed Q2 2026 |
| Kerrisdale Advisers, LLC | 1569688 | $399.2M | 114 | last filed Q2 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 1144208 | $399.2M | 99 | last filed Q2 2026 |
| 15 Wealth Advisors LLC | 2148692 | $399.1M | 108 | Q3 2026 |
| Valtinson Bruner Financial Planning LLC | 1761450 | $399.1M | 189 | last filed Q2 2026 |
| COWA, LLC | 1844480 | $398.6M | 181 | last filed Q2 2026 |
| WorthPointe, LLC | 1921448 | $398.6M | 123 | last filed Q2 2026 |
| Alfreton Capital LLP | 1873435 | $398.6M | 6 | last filed Q2 2026 |
| Prism Advisors, Inc. | 1717027 | $398.5M | 82 | Q3 2026 |
| Pathway Financial Advisers, LLC | 2024152 | $398.5M | 405 | Q3 2026 |
| Hudson Value Partners, LLC | 1840501 | $398.5M | 113 | last filed Q2 2026 |
| Summit Investment Advisory Services, LLC | 1914395 | $398.5M | 89 | last filed Q2 2026 |
| Shoker Investment Counsel, Inc. | 1599623 | $398.4M | 113 | last filed Q2 2026 |
| Independence Financial Advisors, LLC | 2066080 | $398.3M | 55 | Q3 2026 |
| Stiles Financial Services Inc | 1904832 | $398.2M | 183 | last filed Q2 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 1287618 | $398.1M | 180 | Q3 2026 |
| Fischer Financial Services, Inc. | 2064001 | $398.1M | 65 | last filed Q2 2026 |
| Elmind Capital, LP | 2052213 | $398.0M | 35 | last filed Q2 2026 |
| HARMONY ASSET MANAGEMENT LLC | 2002815 | $397.8M | 197 | Q3 2026 |
| SHIKIAR ASSET MANAGEMENT INC | 1058022 | $397.7M | 113 | Q3 2026 |
| Independent Wealth Network Inc. | 1891240 | $397.3M | 333 | Q3 2026 |
| Willingdon Wealth Management | 1577773 | $397.3M | 285 | last filed Q1 2020 |
| Brown Miller Wealth Management, LLC | 1840084 | $397.2M | 204 | last filed Q2 2026 |
| TSP Capital Management Group, LLC | 1317208 | $397.1M | 44 | Q3 2026 |
| Net Worth Advisory Group | 1791998 | $397.0M | 430 | Q3 2026 |
| Ifrah Financial Services, Inc. | 1382646 | $395.7M | 205 | Q3 2026 |
| Prairiewood Capital, LLC | 1839695 | $395.7M | 78 | Q3 2026 |
| Kidder Stephen W | 1314377 | $395.6M | 75 | last filed Q2 2026 |
| Gilliland Jeter Wealth Management LLC | 2009886 | $395.3M | 193 | Q3 2026 |
| Akaris Global Partners, LP | 1801264 | $395.0M | 22 | last filed Q3 2023 |
| Holowesko Partners Ltd. | 1428569 | $395.0M | 34 | last filed Q2 2026 |
| Knuff & Co LLC | 1768089 | $394.9M | 142 | last filed Q2 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1004140 | $394.8M | 123 | last filed Q2 2026 |
| NEXT Financial Holdings | 1541670 | $394.7M | 1,614 | last filed Q1 2019 |
| Redwood Grove Capital, LLC | 1691170 | $394.7M | 25 | last filed Q2 2026 |
| Passport Capital, LLC | 1352428 | $394.4M | 4 | last filed Q4 2019 |
| MIC Capital Management UK LLP | 1889830 | $394.3M | 16 | last filed Q2 2026 |
| SS&H Financial Advisors, Inc. | 1911735 | $394.2M | 131 | Q3 2026 |
| Aurdan Capital Management, LLC | 2057382 | $394.2M | 99 | last filed Q2 2026 |
| YorkBridge Wealth Partners, LLC | 1696064 | $394.2M | 256 | last filed Q4 2022 |
| X-Square Capital, LLC | 1729300 | $394.1M | 176 | last filed Q2 2026 |
| III Capital Management | 1783139 | $394.0M | 48 | last filed Q2 2026 |
| Financial Insights, Inc. | 1642058 | $393.8M | 151 | Q3 2026 |
| 360 Financial, Inc. | 1802324 | $393.7M | 85 | last filed Q2 2026 |
| WHITE MOUNTAINS INSURANCE GROUP LTD | 776867 | $393.6M | 2 | last filed Q2 2026 |
| Parkshore Wealth Management, Inc. | 2024251 | $393.6M | 69 | Q3 2026 |
| Red Wave Investments LLC | 1846493 | $393.5M | 122 | last filed Q2 2026 |
| NFC Investments, LLC | 1512858 | $393.2M | 43 | last filed Q2 2026 |
| BridgePort Financial Solutions, LLC | 2031775 | $392.9M | 240 | last filed Q2 2026 |
| Lynch Asset Management, Inc. | 1906719 | $392.6M | 52 | Q3 2026 |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | 2086998 | $392.6M | 29 | Q3 2026 |
| STEPH & CO | 941519 | $392.4M | 279 | Q3 2026 |
| Hoxton Planning & Management, LLC | 1954782 | $392.1M | 227 | Q3 2026 |
| Newton One Investments LLC | 1842787 | $392.0M | 150 | Q3 2026 |
| Southern Financial Group, LLC | 2140714 | $391.8M | 95 | last filed Q2 2026 |
| Divergent Planning, LLC | 1730787 | $391.5M | 36 | last filed Q4 2025 |
| Kingdom Financial Group LLC. | 1962236 | $391.5M | 855 | last filed Q2 2026 |
| M3F, Inc. | 1511291 | $391.3M | 21 | Q3 2026 |
| Patriot Financial Partners GP II, L.P. | 2061817 | $391.3M | 12 | last filed Q2 2026 |
| LIBRA WEALTH LLC | 1925385 | $391.2M | 70 | last filed Q2 2026 |
| Neumann Capital Management, LLC | 1631930 | $391.1M | 105 | Q3 2026 |
| Coltrane Asset Management L.P. | 1596586 | $391.1M | 5 | last filed Q3 2021 |
| Private Wealth Advisors, LLC | 1787027 | $391.0M | 82 | last filed Q2 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | 1802816 | $390.9M | 142 | Q3 2026 |
| ForthRight Wealth Management, LLC | 1841633 | $390.9M | 76 | last filed Q2 2026 |
| Legacy CG, LLC | 1904825 | $390.6M | 45 | last filed Q2 2026 |
| Quantum Private Wealth, LLC | 1929662 | $390.6M | 164 | Q3 2026 |
| Levy Wealth Management Group, LLC | 1843138 | $390.6M | 101 | last filed Q2 2024 |
| DELTA AIR LINES, INC. | 27904 | $390.5M | 3 | last filed Q2 2026 |
| First American Financial Corp | 1472787 | $390.5M | 3 | last filed Q2 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 1841757 | $390.4M | 103 | last filed Q2 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | 1632866 | $390.3M | 185 | Q3 2026 |
| HTG Investment Advisors, Inc. | 1963875 | $390.1M | 88 | last filed Q2 2026 |
| Checkpoint Capital L.P. | 1977548 | $389.8M | 6 | last filed Q2 2026 |
| Kensington Investments B.V. | 1794528 | $389.7M | 1 | last filed Q3 2023 |
| Legacy Wealth Management, LLC / MS | 2047443 | $389.6M | 114 | last filed Q2 2026 |
| Smart Money Group LLC | 1728866 | $389.5M | 86 | last filed Q2 2026 |
| Supplemental Annuity Collective Trust of NJ | 1483065 | $389.5M | 298 | last filed Q2 2026 |
| SRH ADVISORS, LLC | 1512779 | $389.3M | 270 | Q3 2026 |
| PATTON FUND MANAGEMENT, INC. | 1689232 | $389.2M | 77 | Q3 2026 |
| Minot Wealth Management LLC | 1801774 | $389.0M | 185 | last filed Q2 2022 |
| Cedar Wealth Management, LLC | 1665642 | $389.0M | 92 | last filed Q2 2026 |
| Windsor Capital Management, LLC | 1543100 | $388.9M | 132 | Q3 2026 |
| Centre Asset Management, LLC | 1532472 | $388.9M | 70 | last filed Q1 2025 |
| Baron Wealth Management LLC | 1968507 | $388.8M | 306 | Q3 2026 |
| Sensible Money, LLC | 1965229 | $388.8M | 105 | Q3 2026 |
| Schorn Wealth LLC | 1792851 | $388.7M | 79 | Q3 2026 |
| Halpern Financial, Inc. | 1994335 | $388.7M | 230 | last filed Q3 2024 |
| MSA Advisors, LLC | 1040410 | $388.6M | 43 | last filed Q2 2026 |
| Trinity Financial Advisors LLC | 1809574 | $388.5M | 99 | Q3 2026 |
| Keystone Financial Services | 1865158 | $388.4M | 131 | last filed Q2 2026 |
| Cape Investment Advisory, Inc. | 1944437 | $388.4M | 1,472 | Q3 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 920655 | $388.3M | 86 | last filed Q2 2026 |
| Semmax Financial Advisors Inc. | 1767301 | $388.2M | 431 | last filed Q2 2025 |
| Sterling Wealth Management, Inc. | 2011149 | $387.9M | 115 | Q3 2026 |
| PUZO MICHAEL J | 1053914 | $387.9M | 66 | last filed Q2 2026 |
| Terril Brothers, Inc. | 314169 | $387.8M | 71 | last filed Q2 2026 |
| Leeward Financial Partners, LLC | 1735201 | $387.8M | 111 | Q3 2026 |
| PENOBSCOT WEALTH MANAGEMENT | 1875768 | $387.7M | 120 | Q3 2026 |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1077148 | $387.6M | 61 | last filed Q2 2021 |
| Post Oak Energy Holdings, LLC | 1911838 | $387.5M | 1 | last filed Q2 2026 |
| Advanced Asset Management Advisors Inc | 1075444 | $387.4M | 88 | Q3 2026 |
| CDAM (UK) Ltd | 1719387 | $387.4M | 12 | last filed Q2 2026 |
| Stolper Co | 1808195 | $387.2M | 90 | Q3 2026 |
| Colonial River Investments, LLC | 1845859 | $387.2M | 260 | Q3 2026 |
| Osprey Private Wealth LLC | 2041805 | $387.2M | 88 | last filed Q2 2026 |
| CIC Wealth, LLC | 1965909 | $387.0M | 176 | last filed Q3 2024 |
| Slotnik Capital, LLC | 1963764 | $387.0M | 27 | last filed Q2 2026 |
| LOM Asset Management Ltd | 2077907 | $386.9M | 279 | last filed Q2 2026 |
| Donoghue Forlines LLC | 1702435 | $386.7M | 114 | last filed Q2 2026 |
| Rudius Management LP | 1835407 | $386.4M | 7 | last filed Q2 2026 |
| 20/20 Capital Management, Inc. | 1656866 | $385.9M | 167 | last filed Q2 2021 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 1907327 | $385.9M | 82 | Q3 2026 |
| Whelan Financial | 1894921 | $385.8M | 106 | Q3 2026 |
| GATE CITY CAPITAL MANAGEMENT, LLC | 1705447 | $385.8M | 17 | last filed Q2 2026 |
| Topline Capital Management, LLC | 1792549 | $385.7M | 36 | last filed Q2 2026 |
| Capital Innovations LLC | 1596076 | $385.2M | 51 | last filed Q2 2026 |
| United Airlines Holdings, Inc. | 100517 | $385.2M | 4 | last filed Q2 2026 |
| VectorGlobal IAG, Inc. | 1845843 | $385.1M | 132 | last filed Q1 2026 |
| Cutler Capital Management, LLC | 1353098 | $385.0M | 124 | last filed Q2 2026 |
| OAK FAMILY ADVISORS, LLC | 1846161 | $384.7M | 96 | Q3 2026 |
| Mosaic Family Wealth, LLC | 1674343 | $384.4M | 179 | last filed Q4 2021 |
| Fire Capital Management LLC | 2059571 | $384.3M | 149 | Q3 2026 |
| STONNINGTON GROUP, LLC | 1325261 | $384.1M | 234 | last filed Q1 2023 |
| Cornell Pochily Investment Advisors, Inc. | 1736260 | $383.8M | 190 | Q3 2026 |
| VISTA INVESTMENT PARTNERS LLC | 2023386 | $383.8M | 164 | Q3 2026 |
| Sara-Bay Financial | 1816444 | $383.5M | 89 | Q3 2026 |
| EPIQ Capital Group, LLC | 1779453 | $383.4M | 79 | last filed Q4 2024 |
| Schusterman Interests, LLC | 1857024 | $383.3M | 9 | last filed Q2 2026 |
| Sand Grove Capital Management LLP | 1665077 | $383.2M | 14 | last filed Q2 2026 |
| PARUS FINANCE (UK) Ltd | 1611519 | $383.1M | 37 | last filed Q2 2026 |