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 25 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| SERENITY CAPITAL MANAGEMENT PTE. LTD. | 1934957 | $331.6M | 11 | last filed Q2 2026 |
| Long Corridor Asset Management Ltd | 1845501 | $331.5M | 35 | last filed Q2 2026 |
| Regis Management CO LLC | 1352776 | $331.4M | 39 | last filed Q2 2024 |
| BURKETT FINANCIAL SERVICES, LLC | 1762716 | $331.4M | 376 | Q3 2026 |
| BAR HARBOR TRUST SERVICES | 1114039 | $331.3M | 136 | last filed Q1 2022 |
| MIRAMONTES CAPITAL, LLC | 2134516 | $331.3M | 143 | Q3 2026 |
| Goodlander Investment Management, LLC | 2018973 | $331.3M | 15 | last filed Q2 2026 |
| FAMILY WEALTH PARTNERS, LLC | 2016217 | $331.1M | 105 | Q3 2026 |
| Buttonwood Financial Advisors Inc. | 1904033 | $331.0M | 110 | Q3 2026 |
| Ghost Tree Capital, LLC | 1595851 | $331.0M | 52 | last filed Q3 2024 |
| Windsor Creek Advisors, LLC | 1766553 | $330.7M | 96 | last filed Q4 2021 |
| Tenon Financial LLC | 2020781 | $330.7M | 70 | Q3 2026 |
| Intersect Capital LLC | 1633861 | $330.7M | 345 | last filed Q2 2022 |
| Crow's Nest Holdings LP | 1898772 | $330.7M | 11 | last filed Q2 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP | 1819581 | $330.6M | 90 | last filed Q2 2026 |
| Camarda Financial Advisors, LLC | 1536444 | $330.6M | 122 | last filed Q2 2026 |
| Rhino Investment Partners, Inc | 1828776 | $330.5M | 32 | last filed Q2 2026 |
| Laura & John Arnold Foundation | 2111628 | $330.5M | 5 | last filed Q2 2026 |
| Lighthouse Financial Advisors, Inc. | 1623210 | $330.2M | 108 | last filed Q1 2021 |
| NKCFO LLC | 1757282 | $330.1M | 92 | last filed Q2 2026 |
| First Reserve GP XI, Inc. | 1477477 | $330.1M | 1 | last filed Q4 2020 |
| Powers Advisory Group, LLC | 1927474 | $330.0M | 128 | Q3 2026 |
| Henry James International Management Inc. | 1750423 | $330.0M | 90 | Q3 2026 |
| C Partners Holding GmbH | 1634083 | $329.9M | 15 | last filed Q2 2026 |
| Lumbard & Kellner, LLC | 1602476 | $329.9M | 108 | last filed Q2 2026 |
| Hayek Kallen Investment Management | 1430681 | $329.7M | 97 | last filed Q2 2026 |
| FLAGSTAR SECURITIES, INC | 1117233 | $329.7M | 184 | Q3 2026 |
| Live Your Vision, LLC | 1484721 | $329.6M | 264 | last filed Q1 2019 |
| Iyo Bank, Ltd. | 1890435 | $329.5M | 32 | last filed Q2 2026 |
| Windward Management LP | 1880817 | $329.5M | 9 | last filed Q2 2026 |
| Clear Perspective Advisors, LLC | 1704677 | $329.4M | 181 | last filed Q4 2021 |
| TRED AVON FAMILY WEALTH, LLC | 2094435 | $329.4M | 261 | Q3 2026 |
| Tikvah Management LLC | 1606477 | $329.2M | 19 | last filed Q2 2026 |
| Providence Equity Partners L.L.C. | 1492133 | $329.2M | 3 | last filed Q2 2026 |
| Cardinal Point Wealth Management Partners, LLC | 1909054 | $329.2M | 80 | last filed Q1 2023 |
| New Perspectives, Inc | 1909565 | $329.0M | 48 | Q3 2026 |
| United Bank | 1697791 | $328.9M | 122 | last filed Q2 2026 |
| Norman Fields, Gottscho Capital Management, LLC | 1352449 | $328.8M | 63 | Q3 2026 |
| TMB Capital Partners, LLC | 2111931 | $328.8M | 181 | Q3 2026 |
| CLEARBRIDGE, LLC | 820330 | $328.7M | 88 | last filed Q4 2018 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | 1272544 | $328.6M | 105 | Q3 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | 2035533 | $328.5M | 88 | Q3 2026 |
| EDENTREE ASSET MANAGEMENT Ltd | 1980273 | $328.5M | 66 | last filed Q2 2026 |
| Davis Investment Partners, LLC | 1963865 | $328.5M | 172 | last filed Q2 2026 |
| Arcadia Wealth Management, LLC | 1964226 | $328.3M | 62 | Q3 2026 |
| STANCE CAPITAL LLC | 2056334 | $328.2M | 340 | last filed Q2 2026 |
| Sunpointe, LLC | 2012181 | $328.2M | 243 | Q3 2026 |
| NVP ASSOCIATES, LLC | 1545692 | $328.2M | 7 | last filed Q2 2026 |
| Wealth Quarterback LLC | 1803386 | $328.1M | 180 | Q3 2026 |
| LifeGoal Investments, LLC | 2054684 | $328.0M | 213 | Q3 2026 |
| Vantage Point Financial LLC | 2048892 | $328.0M | 188 | last filed Q2 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | 90108 | $328.0M | 293 | Q3 2026 |
| Seven Post Investment Office LP | 1554308 | $327.8M | 42 | Q3 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | 1085041 | $327.7M | 153 | Q3 2026 |
| Argentarii, LLC | 2030055 | $327.7M | 204 | Q3 2026 |
| Tabor Asset Management, LP | 1834780 | $327.5M | 47 | last filed Q2 2026 |
| Lenox Wealth Management, Inc. | 1464332 | $327.3M | 735 | last filed Q2 2020 |
| GLENVIEW STATE BANK TRUST DEPT. | 1598244 | $327.3M | 124 | last filed Q2 2021 |
| Lucha Capital Management, LP | 1688171 | $327.1M | 27 | last filed Q3 2019 |
| Engaged Capital LLC | 1559771 | $327.1M | 10 | last filed Q2 2026 |
| Richard W. Paul & Associates, LLC | 1964203 | $327.0M | 320 | last filed Q2 2026 |
| Wealth Advisors of Tampa Bay, LLC | 1715228 | $326.9M | 94 | last filed Q2 2026 |
| BENNETT SELBY INVESTMENTS LP | 1840740 | $326.9M | 85 | Q3 2026 |
| Royal Harbor Partners, LLC | 1801876 | $326.9M | 56 | Q3 2026 |
| Vigilare Wealth Management | 1730889 | $326.8M | 123 | Q3 2026 |
| Dalal Street, LLC | 1549575 | $326.7M | 4 | last filed Q2 2026 |
| ROGCO, LP | 1998892 | $326.7M | 224 | last filed Q2 2026 |
| JCIC Asset Management Inc. | 1492040 | $326.5M | 113 | last filed Q2 2026 |
| Johanson Financial Advisors, Inc. | 1665589 | $326.5M | 129 | last filed Q4 2021 |
| Capital Investment Management, Inc. | 2124549 | $326.4M | 132 | last filed Q2 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | 1387386 | $326.1M | 204 | last filed Q2 2026 |
| ShoreHaven Wealth Partners, LLC | 1844922 | $326.1M | 102 | Q3 2026 |
| Raub Brock Capital Management LP | 1554656 | $326.0M | 47 | Q3 2026 |
| Aventura Private Wealth, LLC | 2074418 | $326.0M | 986 | last filed Q2 2026 |
| LCNB CORP | 1074902 | $326.0M | 184 | last filed Q2 2026 |
| Glass Jacobson Investment Advisors llc | 1964394 | $326.0M | 615 | Q3 2026 |
| Sycale Advisors (NY) LLC | 1811522 | $325.9M | 24 | last filed Q2 2026 |
| Paragon Private Wealth Management, LLC | 1922684 | $325.8M | 192 | Q3 2026 |
| Thomas J. Herzfeld Advisors, Inc. | 1509510 | $325.8M | 129 | last filed Q2 2026 |
| Whitnell & Co. | 1569173 | $325.7M | 268 | last filed Q4 2019 |
| Cook Street Consulting, Inc. | 1916464 | $325.6M | 2 | last filed Q1 2024 |
| Triton Wealth Management, PLLC | 1791126 | $325.5M | 133 | last filed Q2 2026 |
| Bluesphere Advisors LLC | 1844108 | $325.2M | 115 | Q3 2026 |
| Bank of the Bluegrass & Trust Co. | 1768763 | $324.9M | 240 | last filed Q2 2026 |
| Mullooly Asset Management, Inc. | 1950591 | $324.9M | 60 | last filed Q2 2026 |
| Hapanowicz & Associates Financial Services, Inc | 1695959 | $324.8M | 38 | Q3 2026 |
| SYKON CAPITAL LLC | 1988408 | $324.8M | 112 | last filed Q2 2026 |
| Bishop & Co Investment Management, LLC | 1603276 | $324.8M | 26 | last filed Q2 2026 |
| GUARDIAN POINT CAPITAL, LP | 1595932 | $324.8M | 14 | last filed Q2 2026 |
| Proquility Private Wealth Partners, LLC | 1844911 | $324.5M | 82 | last filed Q1 2025 |
| NCM Capital Management, LLC | 1907054 | $324.5M | 194 | last filed Q2 2026 |
| Pinnacle Holdings, LLC | 1411784 | $324.4M | 237 | last filed Q2 2026 |
| Berkeley, Inc | 2051965 | $324.2M | 84 | Q3 2026 |
| NWK Group, Inc. | 1803054 | $324.2M | 71 | last filed Q2 2026 |
| Robinswood Financial LLC | 2139748 | $324.1M | 72 | Q3 2026 |
| River Street Advisors LLC | 1964897 | $324.1M | 176 | Q3 2026 |
| Silver Heights Capital Management Inc | 1705712 | $324.1M | 4 | last filed Q2 2026 |
| Traveka Wealth, LLC | 2009176 | $324.1M | 213 | Q3 2026 |
| TICINO WEALTH | 2105416 | $324.0M | 136 | Q3 2026 |
| BROADVIEW ADVISORS LLC | 1255858 | $323.9M | 70 | last filed Q2 2019 |
| Equius Partners, Inc. | 1911084 | $323.9M | 28 | last filed Q4 2022 |
| MAGARIAN CAPITAL MANAGEMENT, LLC | 2134981 | $323.8M | 11 | last filed Q2 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | 1063516 | $323.7M | 29 | Q3 2026 |
| Orion Capital Management LLC | 1846758 | $323.5M | 511 | last filed Q2 2026 |
| VALEN PRIVATE CAPITAL, LLC | 2161787 | $323.4M | 88 | Q3 2026 |
| Naman Capital Ltda | 1946136 | $323.1M | 11 | last filed Q2 2026 |
| Altura Wealth Advisors Inc. | 1931465 | $323.0M | 86 | Q3 2026 |
| Latitude Advisors, LLC | 1843715 | $323.0M | 1,384 | Q3 2026 |
| Omega Financial Group, LLC | 1767982 | $322.9M | 96 | Q3 2026 |
| Biltmore Wealth Management, LLC | 1598102 | $322.9M | 59 | Q3 2026 |
| Granger Management LLC | 1842881 | $322.8M | 15 | last filed Q2 2026 |
| Forefront Wealth Partners, LLC | 2068112 | $322.7M | 177 | last filed Q2 2026 |
| Sharper & Granite LLC | 1959415 | $322.7M | 109 | last filed Q2 2026 |
| Lakeshore Financial Planning, Inc. | 2000571 | $322.5M | 97 | Q3 2026 |
| Northstar Advisory Group, LLC | 1816000 | $322.5M | 119 | last filed Q2 2026 |
| CURIO WEALTH, LLC | 2049201 | $322.3M | 78 | last filed Q2 2026 |
| S SQUARED TECHNOLOGY, LLC | 1322924 | $322.3M | 33 | last filed Q2 2026 |
| Squadron Capital Management LLC | 2050709 | $322.2M | 38 | last filed Q2 2026 |
| Westshore Wealth, LLC | 1806366 | $322.1M | 107 | last filed Q2 2026 |
| Jackson, Grant Investment Advisers, Inc. | 1650300 | $322.0M | 421 | last filed Q2 2026 |
| EnCap Investments L.P. | 1290910 | $322.0M | 3 | last filed Q2 2026 |
| Ketron Financial | 2113129 | $321.9M | 64 | last filed Q2 2026 |
| Mathes Company, Inc. | 1389223 | $321.8M | 129 | last filed Q2 2026 |
| Sonoma Allocations LLC | 2084965 | $321.8M | 118 | last filed Q2 2026 |
| Foundry Financial LLC | 2085325 | $321.5M | 95 | Q3 2026 |
| Raleigh Capital Management Inc. | 1911726 | $321.5M | 507 | Q3 2026 |
| Nine Ten Capital Management LLC | 1635236 | $321.3M | 8 | last filed Q2 2026 |
| HALL CAPITAL MANAGEMENT CO INC | 1122490 | $321.2M | 107 | last filed Q2 2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1327944 | $321.1M | 153 | last filed Q2 2026 |
| Kenora Financial, LLC | 1990080 | $321.0M | 131 | Q3 2026 |
| Selkirk Management LLC | 1565432 | $321.0M | 13 | last filed Q2 2026 |
| Global Trust Asset Management, LLC | 1729672 | $320.9M | 508 | Q3 2026 |
| RJA Asset Management LLC | 1671817 | $320.9M | 4 | last filed Q2 2026 |
| Asset Allocation & Management Company, LLC | 1498383 | $320.9M | 69 | Q3 2026 |
| GE INVESTMENT MANAGEMENT CORP. | 1125824 | $320.9M | 4 | last filed Q2 2026 |
| Centerline Wealth Advisors, LLC | 1802059 | $320.7M | 82 | Q3 2026 |
| Hugh Johnson Advisors LLC | 1336098 | $320.4M | 92 | last filed Q2 2019 |
| Leisure Capital Management | 1631507 | $320.4M | 157 | last filed Q2 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | 2053807 | $320.3M | 39 | Q3 2026 |
| Register Financial Advisors LLC | 1962636 | $320.1M | 437 | Q3 2026 |
| Aft, Forsyth & Sober, LLC | 1566801 | $320.0M | 60 | last filed Q2 2026 |
| EWG Elevate Inc. | 1765278 | $320.0M | 119 | last filed Q3 2025 |
| JW Asset Management, LLC | 1549738 | $319.9M | 21 | last filed Q2 2026 |
| Passive Capital Management, LLC. | 1958250 | $319.8M | 94 | last filed Q2 2026 |
| ADIRONDACK TRUST CO | 1054257 | $319.8M | 555 | Q3 2026 |
| Bell & Brown Wealth Advisors, LLC | 1725362 | $319.8M | 72 | Q3 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 1674836 | $319.8M | 82 | last filed Q2 2026 |
| Fairhaven Wealth Management, LLC | 1767056 | $319.7M | 116 | last filed Q4 2024 |
| SELDON CAPITAL LP | 1867731 | $319.6M | 74 | last filed Q2 2026 |
| Tiller Private Wealth, Inc. | 1663649 | $319.6M | 71 | Q3 2026 |
| WRAPMANAGER INC | 1266014 | $319.6M | 150 | last filed Q2 2026 |
| Key Bridge Compliance, LLC | 1986042 | $319.5M | 114 | last filed Q3 2023 |
| VIEWPOINT INVESTMENT PARTNERS CORP | 1767457 | $319.4M | 142 | Q3 2026 |
| Gunma Bank,Ltd. | 1549449 | $319.4M | 31 | last filed Q3 2025 |
| Charles-Lim Capital Ltd | 1634255 | $319.4M | 6 | last filed Q2 2026 |
| MARYLAND CAPITAL ADVISORS INC. | 1891201 | $319.4M | 1,049 | Q3 2026 |
| Samalin Investment Counsel, LLC | 1544366 | $319.3M | 330 | Q3 2026 |
| William Mack & Associates, Inc. | 2096700 | $319.3M | 875 | Q3 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 1908288 | $319.2M | 175 | last filed Q2 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1510870 | $319.2M | 146 | Q3 2026 |
| Defender Capital, LLC. | 1766929 | $319.2M | 38 | Q3 2026 |
| Axiom Financial Strategies, LLC | 1831985 | $319.1M | 34 | last filed Q2 2026 |
| Sound View Wealth Advisors, LLC | 1767243 | $319.0M | 248 | last filed Q1 2019 |
| KARPAS STRATEGIES, LLC | 1127544 | $318.8M | 117 | last filed Q2 2024 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 1935000 | $318.8M | 206 | last filed Q4 2025 |
| THOR TRADING ADVISORS, LLC | 2057073 | $318.7M | 39 | last filed Q2 2026 |
| Skyline Advisors, Inc. | 1843832 | $318.7M | 123 | last filed Q2 2026 |
| Summa Corp. | 1954929 | $318.6M | 83 | last filed Q2 2026 |
| BEACON INVESTMENT ADVISORS LLC | 1961635 | $318.5M | 178 | last filed Q2 2026 |
| Chanos & Co LP | 1446440 | $318.2M | 29 | last filed Q3 2023 |
| Chaney Capital Management, Inc. | 2012041 | $318.1M | 45 | last filed Q2 2026 |
| SITTNER & NELSON, LLC | 1846138 | $317.9M | 614 | last filed Q2 2026 |
| Nixon Capital, LLC | 1846352 | $317.8M | 19 | last filed Q2 2026 |
| GoodHaven Capital Management, LLC | 1542300 | $317.7M | 24 | last filed Q2 2026 |
| Solari Capital Management, LLC | 2006967 | $317.6M | 1 | last filed Q3 2025 |
| Genesee Capital Advisors, LLC | 1652348 | $317.5M | 183 | Q3 2026 |
| Nepsis Inc. | 1587643 | $317.5M | 28 | Q3 2026 |
| TrustBank | 2107256 | $317.4M | 187 | Q3 2026 |
| Oak Asset Management, LLC | 1726375 | $317.4M | 112 | Q3 2026 |
| Left Brain Wealth Management, LLC | 1957370 | $317.4M | 98 | Q3 2026 |
| Archer Investment Management, LLC | 2052868 | $317.3M | 116 | Q3 2026 |
| THEORY FINANCIAL LLC | 1899158 | $317.3M | 99 | last filed Q2 2026 |
| WEALTHSPAN PARTNERS, LLC | 1909805 | $317.3M | 129 | last filed Q2 2026 |
| Medallion Wealth Advisors, LLC | 2131139 | $317.3M | 1,220 | last filed Q2 2026 |
| Carroll Advisory Group, LLC | 2108684 | $317.2M | 85 | Q3 2026 |
| Montanaro Asset Management Ltd | 1831133 | $317.2M | 42 | last filed Q2 2026 |
| Cambridge Financial Group, LLC | 2085256 | $317.1M | 153 | Q3 2026 |
| Deer VII & Co. Ltd. | 1540726 | $317.0M | 1 | last filed Q3 2021 |
| Glass Wealth Management Co LLC | 2017692 | $316.7M | 71 | Q3 2026 |
| Alliance Wealth Advisors, LLC | 1849724 | $316.6M | 168 | Q3 2026 |
| Fourth Dimension Wealth, LLC | 2056691 | $316.3M | 679 | last filed Q2 2026 |
| Nvest Financial, LLC | 1915315 | $316.3M | 150 | last filed Q2 2026 |
| BALANCED WEALTH GROUP LLC | 2009783 | $316.3M | 78 | last filed Q2 2026 |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 825052 | $316.2M | 377 | last filed Q4 2020 |
| Mills Wealth Advisors LLC | 2029294 | $316.1M | 78 | Q3 2026 |
| LOUNTZIS ASSET MANAGEMENT, LLC | 1821168 | $316.1M | 55 | last filed Q2 2026 |
| ETFIDEA, LLC | 1957148 | $316.1M | 113 | last filed Q3 2024 |
| Ceros Financial Services Inc. | 1536022 | $316.0M | 189 | last filed Q1 2019 |
| Reilly Herbert Faulkner III | 1599813 | $315.9M | 56 | last filed Q1 2021 |
| IMZ Advisory Inc | 2017735 | $315.8M | 38 | last filed Q2 2026 |
| RBA Wealth Management, LLC | 1776296 | $315.8M | 119 | Q3 2026 |
| Richmond Investment Services, LLC | 2031991 | $315.8M | 147 | Q3 2026 |
| Ranch Capital Advisors Inc. | 1793269 | $315.7M | 157 | last filed Q2 2026 |
| Sterling Financial Group, Inc. | 1991301 | $315.5M | 73 | last filed Q3 2025 |
| AH Equity Partners LSV I, L.L.C. | 1772287 | $315.4M | 4 | last filed Q3 2023 |
| Beacon Wealthcare LLC | 1849336 | $315.4M | 32 | Q3 2026 |
| Trinity Wealth Management, LLC | 1685364 | $315.4M | 90 | Q3 2026 |
| Tencap Wealth Coaching, LLC | 2107751 | $315.4M | 20 | last filed Q2 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 709089 | $315.3M | 188 | Q3 2026 |
| Partnervest Advisory Services LLC | 1532516 | $315.3M | 247 | last filed Q3 2020 |
| Family Capital Trust Co | 1123320 | $315.3M | 83 | Q3 2026 |
| Shore Point Advisors, LLC | 1907092 | $315.2M | 85 | Q3 2026 |
| Meros Investment Management, LP | 1911372 | $315.2M | 50 | last filed Q2 2026 |
| Weinberger Asset Management, Inc | 2051705 | $315.0M | 103 | Q3 2026 |
| TAGStone Capital, Inc. | 1903044 | $314.6M | 139 | last filed Q2 2026 |
| Thomist Capital Management, LP | 1767809 | $314.6M | 45 | last filed Q2 2026 |
| Steward Financial Group LLC | 1906349 | $314.6M | 1,311 | last filed Q3 2023 |
| Longitude (Cayman) Ltd. | 1664999 | $314.3M | 30 | last filed Q2 2026 |
| Neumann Advisory Hong Kong Ltd | 1727862 | $314.3M | 5 | Q3 2026 |
| MMA ASSET MANAGEMENT LLC | 1842667 | $314.3M | 181 | last filed Q2 2026 |
| AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN | 943719 | $314.2M | 1 | last filed Q2 2026 |
| FSA Investment Group, LLC | 2051584 | $314.1M | 42 | Q3 2026 |
| CYPRESS FUNDS LLC | 1081198 | $314.1M | 14 | last filed Q2 2026 |
| AXIS CAPITAL HOLDINGS LTD | 1214816 | $314.1M | 3 | Q3 2026 |
| Delaney Dennis R | 1661536 | $314.0M | 61 | last filed Q2 2026 |
| Stonebridge Financial Planning Group, LLC | 1802494 | $313.9M | 183 | last filed Q2 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | 906396 | $313.8M | 162 | last filed Q1 2026 |
| HALL LAURIE J TRUSTEE | 1388382 | $313.8M | 98 | Q3 2026 |
| Praetorian PR LLC | 1949877 | $313.8M | 14 | last filed Q2 2026 |
| New York University | 2069154 | $313.8M | 2 | Q3 2026 |
| Macro Advisors, Inc. | 1821406 | $313.7M | 45 | last filed Q2 2026 |
| Merk Investments LLC | 1302842 | $313.5M | 11 | last filed Q2 2026 |
| SONATA CAPITAL GROUP INC | 1172036 | $313.5M | 128 | Q3 2026 |
| Kalehua Capital Management LLC | 2106181 | $313.5M | 26 | last filed Q2 2026 |
| Plum Street Advisors, LLC | 2068236 | $313.1M | 107 | last filed Q2 2026 |
| Financial Symmetry Inc | 2004843 | $313.0M | 66 | Q3 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | 1845743 | $313.0M | 197 | Q3 2026 |
| StoneCrest Wealth Management, Inc. | 2008409 | $313.0M | 73 | last filed Q2 2026 |
| First Citizens Asset Management, Inc. | 1964116 | $312.9M | 30 | last filed Q2 2026 |
| Powell Investment Advisors, LLC | 1802195 | $312.8M | 171 | Q3 2026 |
| Ravenswood Partners LP | 2015178 | $312.6M | 36 | last filed Q2 2026 |
| Windward Private Wealth Management Inc. | 1835866 | $312.6M | 43 | last filed Q2 2026 |
| AJ Advisors, LLC | 1951167 | $312.4M | 30 | Q3 2026 |
| Monte Financial Group, LLC | 1755651 | $312.2M | 102 | last filed Q2 2026 |
| Pachira Investments Inc. | 1563634 | $312.2M | 82 | Q3 2026 |
| PENNINGTON PARTNERS & CO., LLC | 1779355 | $312.1M | 131 | last filed Q2 2026 |
| Peachtree Investment Partners, LLC | 1743863 | $311.9M | 143 | last filed Q2 2026 |
| MKT Advisors LLC | 1906802 | $311.6M | 147 | Q3 2026 |
| Malaga Cove Capital, LLC | 1603001 | $311.3M | 183 | Q3 2026 |
| Hengistbury Investment Partners LLP | 1574717 | $311.1M | 4 | last filed Q2 2026 |