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 30 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Kapstone Financial Advisors LLC | 1966087 | $238.8M | 175 | last filed Q2 2026 |
| CDC Financial, Inc. | 2077836 | $238.8M | 47 | last filed Q2 2026 |
| Ecofin Advisors Ltd | 1387869 | $238.7M | 26 | last filed Q4 2020 |
| Ryan Investment Management, Inc. | 2074440 | $238.7M | 43 | Q3 2026 |
| Carl P. Sherr & Co., LLC | 1818535 | $238.6M | 134 | last filed Q2 2026 |
| GREENLEA LANE CAPITAL PARTNERS LP | 1413048 | $238.6M | 9 | last filed Q1 2021 |
| Blue Sky Capital Consultants Group, Inc. | 2057054 | $238.5M | 79 | Q3 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | 709447 | $238.5M | 150 | last filed Q2 2026 |
| Collaborative Wealth Managment Inc. | 1896419 | $238.4M | 167 | last filed Q2 2026 |
| Oasis Advisors, LLC | 2124777 | $238.4M | 85 | Q3 2026 |
| Pinnacle Family Advisors, LLC | 1679064 | $238.4M | 155 | last filed Q2 2026 |
| Brucke Financial, Inc. | 2058446 | $238.4M | 185 | Q3 2026 |
| SMA Capital LLC | 2075338 | $238.1M | 121 | last filed Q2 2026 |
| Saxony Capital Management, LLC | 1561330 | $238.0M | 192 | Q3 2026 |
| CWH Capital Management, Inc. | 1598348 | $238.0M | 92 | last filed Q4 2020 |
| Atlas Private Wealth Management, LLC | 1800369 | $238.0M | 119 | last filed Q1 2024 |
| First Citizens Financial Corp | 1800597 | $237.9M | 137 | Q3 2026 |
| Financial Planners of Cleveland, Inc. | 1890391 | $237.9M | 55 | last filed Q1 2022 |
| TRUEWEALTH LLC | 1722092 | $237.9M | 705 | last filed Q2 2020 |
| Wealth Science Advisors LLC | 2083087 | $237.9M | 80 | Q3 2026 |
| Soviero Asset Management, LP | 1755622 | $237.8M | 58 | last filed Q2 2026 |
| T Ventures Management Co, Ltd. | 1735925 | $237.8M | 2 | last filed Q4 2021 |
| Edge Financial Advisors LLC | 2011402 | $237.7M | 135 | last filed Q4 2025 |
| Cornerstone Select Advisors, LLC | 2055366 | $237.6M | 149 | last filed Q2 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | 2110994 | $237.5M | 160 | last filed Q2 2026 |
| Bowman & Co S.C. | 1906275 | $237.4M | 118 | last filed Q4 2025 |
| NBH Bank | 2148930 | $237.4M | 552 | last filed Q2 2026 |
| EJMK Ventures LLC | 2113915 | $237.3M | 173 | Q3 2026 |
| Ardent Capital Management, Inc. | 1888792 | $237.2M | 32 | Q3 2026 |
| Crestview Partners III GP, L.P. | 1703027 | $237.2M | 1 | last filed Q2 2026 |
| Sequent Asset Management, LLC | 1509550 | $237.1M | 89 | last filed Q2 2026 |
| RETIREMITTEN FINANCIAL LLC | 2127635 | $237.1M | 47 | last filed Q2 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | 1844821 | $237.1M | 29 | Q3 2026 |
| BancFirst Trust & Investment Management | 1914099 | $237.0M | 65 | last filed Q2 2026 |
| Compass Financial Group, Inc. | 1666910 | $236.7M | 51 | last filed Q2 2026 |
| MILLER WEALTH ADVISORS, LLC | 1908158 | $236.6M | 122 | last filed Q2 2026 |
| TAM Capital Management Inc. | 1594591 | $236.5M | 9 | last filed Q2 2026 |
| A&I FINANCIAL SERVICES, LLC | 1728031 | $236.5M | 77 | Q3 2026 |
| Braeburn Wealth Management LLC | 2111759 | $236.4M | 98 | Q3 2026 |
| Trail Ridge Investment Advisors, LLC | 1911013 | $236.4M | 96 | Q3 2026 |
| 10Elms LLP | 2056650 | $236.3M | 526 | last filed Q2 2026 |
| Bach Option Ltd | 1667391 | $236.3M | 36 | last filed Q4 2019 |
| Signature Resources Capital Management, LLC | 1940917 | $236.3M | 926 | Q3 2026 |
| CHELSEA COUNSEL CO | 1276755 | $236.1M | 232 | last filed Q2 2026 |
| PFG Private Wealth Management, LLC | 1799957 | $236.1M | 72 | Q3 2026 |
| Johnson Wealth Management, LLC | 2110653 | $236.1M | 58 | last filed Q2 2026 |
| CEERA INVESTMENTS, LLC | 1860698 | $235.9M | 101 | last filed Q2 2026 |
| ASO GROUP Ltd | 2108771 | $235.9M | 56 | last filed Q2 2026 |
| R2 Capital Strategies, LLC | 2146947 | $235.7M | 114 | Q3 2026 |
| Menta Capital LLC | 1374701 | $235.7M | 470 | last filed Q2 2019 |
| Franchise GP Ltd | 2083646 | $235.6M | 42 | Q3 2026 |
| Palo Capital, Inc. | 1615963 | $235.6M | 137 | last filed Q4 2018 |
| Latko Wealth Management, Ltd. | 1937769 | $235.6M | 37 | last filed Q2 2026 |
| Team Financial Group, LLC | 1845163 | $235.5M | 56 | last filed Q2 2026 |
| LCM Capital Management Inc | 1861752 | $235.4M | 125 | Q3 2026 |
| PTM WEALTH MANAGEMENT, LLC | 2061027 | $235.3M | 61 | Q3 2026 |
| J. R. Prunier Capital Management LLC | 2136331 | $235.2M | 67 | last filed Q1 2026 |
| Prepared Retirement Institute LLC | 2056037 | $234.9M | 94 | last filed Q2 2026 |
| BONTEMPO OHLY CAPITAL MGMT LLC | 1632118 | $234.8M | 33 | last filed Q2 2026 |
| Crestview Partners II GP, L.P. | 1505639 | $234.8M | 3 | last filed Q2 2026 |
| PEREGRINE INVESTMENT MANAGEMENT INC | 2053303 | $234.7M | 26 | last filed Q2 2026 |
| Core Wealth Partners LLC | 1965078 | $234.7M | 189 | last filed Q2 2026 |
| Long Path Partners LP | 1905112 | $234.6M | 10 | last filed Q2 2026 |
| Serenity Investment Advisors | 2105389 | $234.6M | 76 | last filed Q2 2026 |
| Trevian Wealth Management LLC | 1901929 | $234.6M | 45 | last filed Q2 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | 2056671 | $234.6M | 100 | last filed Q2 2026 |
| KCS Wealth Advisory | 1697719 | $234.5M | 133 | last filed Q3 2023 |
| Lauterbach Financial Advisors, LLC | 1909828 | $234.5M | 88 | Q3 2026 |
| Northern Capital Management, Inc. | 1581794 | $234.5M | 55 | last filed Q2 2026 |
| NI ACQUISITIONS COMPANY, LLC | 2148757 | $234.4M | 112 | last filed Q2 2026 |
| Signature Wealth Management Partners, LLC | 1824694 | $234.3M | 124 | Q3 2026 |
| Whalen Wealth Management Inc. | 1894447 | $234.3M | 202 | Q3 2026 |
| Alhambra Investment Management LLC | 1802696 | $234.3M | 184 | Q3 2026 |
| CURA WEALTH ADVISORS, LLC | 2056729 | $234.3M | 140 | last filed Q2 2026 |
| Ariose Capital Management Ltd | 1665925 | $234.1M | 19 | last filed Q2 2026 |
| GP Brinson Investments LLC | 1860928 | $234.1M | 13 | Q3 2026 |
| Resolute Capital Asset Partners LLC | 1834913 | $234.1M | 48 | last filed Q2 2026 |
| Clear Rock Advisors, LLC | 1810372 | $234.0M | 70 | last filed Q2 2024 |
| Carroll Investors, Inc | 1911400 | $234.0M | 31 | last filed Q2 2026 |
| tru Independence LLC | 1785445 | $233.9M | 109 | Q3 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2039850 | $233.8M | 789 | last filed Q2 2026 |
| Fortune Financial Advisors, LLC | 1961828 | $233.7M | 163 | last filed Q2 2026 |
| Flower City Capital | 1808394 | $233.6M | 44 | Q3 2026 |
| Altitude Crest Partners Inc. | 1986035 | $233.6M | 30 | last filed Q1 2024 |
| CONTINENTAL ADVISORS LLC | 1277779 | $233.5M | 44 | Q3 2026 |
| Bernzott Capital Advisors | 1260468 | $233.5M | 112 | Q3 2026 |
| Sterneck Capital Management, LLC | 1438574 | $233.4M | 103 | last filed Q2 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1050463 | $233.4M | 122 | last filed Q2 2026 |
| MTM FINANCIAL GROUP, LLC | 2132054 | $233.4M | 95 | last filed Q2 2026 |
| Builders Union Fund LP | 1772593 | $233.3M | 8 | last filed Q1 2021 |
| Carolina Wealth Management Inc | 2145383 | $233.2M | 116 | Q3 2026 |
| PRECISION PATH CAPITAL, LP | 1654407 | $233.2M | 15 | last filed Q4 2018 |
| Sustainable Insight Capital Management, LLC | 1580677 | $233.2M | 78 | last filed Q2 2026 |
| Leona M. & Harry B. Helmsley Charitable Trust | 1665901 | $233.1M | 2 | Q3 2026 |
| Attessa Capital LLC | 2020560 | $233.1M | 49 | Q3 2026 |
| Cohen Investment Advisors LLC | 1845081 | $233.0M | 81 | Q3 2026 |
| Ironclad Investments LLC | 1824600 | $233.0M | 3 | last filed Q2 2026 |
| TRB Advisors LP | 1513300 | $232.9M | 6 | last filed Q2 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | 2089528 | $232.6M | 139 | Q3 2026 |
| Panoramic Capital, LLC | 1950490 | $232.4M | 43 | last filed Q2 2026 |
| COOPER/HAIMS ADVISORS, LLC | 1654033 | $232.4M | 115 | last filed Q2 2026 |
| JD CAPITAL MANAGEMENT LLC | 1219037 | $232.4M | 19 | last filed Q4 2020 |
| SIH MPH ROLLOVER GP, LLC | 1845814 | $232.4M | 1 | last filed Q3 2021 |
| Lantern Wealth Advisors, LLC | 1950218 | $232.4M | 197 | Q3 2026 |
| 2Xideas AG | 1843587 | $232.3M | 48 | last filed Q2 2026 |
| TRV GP VI, LLC | 1990716 | $232.3M | 4 | last filed Q2 2026 |
| LifePlan Financial Group, Inc | 1583104 | $232.3M | 566 | last filed Q3 2020 |
| Elefante Mark B | 1661535 | $232.2M | 60 | last filed Q2 2026 |
| EPIQ PARTNERS, LLC | 1799435 | $232.2M | 98 | Q3 2026 |
| ShawSpring Partners LLC | 1766908 | $232.1M | 11 | last filed Q2 2026 |
| LAVELLE CAPITAL LP | 2136566 | $232.1M | 75 | last filed Q2 2026 |
| Downshift Financial, LLC | 2118380 | $232.0M | 712 | Q3 2026 |
| ARP Global Capital Ltd | 2074760 | $231.9M | 25 | last filed Q2 2026 |
| PEAK FINANCIAL ADVISORS LLC | 1843309 | $231.9M | 78 | Q3 2026 |
| J.H. Whitney Equity Partners VII, LLC | 1567459 | $231.9M | 1 | last filed Q2 2026 |
| Ranger Global Real Estate Advisors, LLC | 1689007 | $231.8M | 20 | last filed Q3 2024 |
| Wishbone Management, LP | 1777734 | $231.7M | 5 | last filed Q2 2026 |
| Asset Advisory Group, Inc. | 2110402 | $231.7M | 121 | Q3 2026 |
| Steffes Financial, Ltd. | 2110878 | $231.6M | 36 | last filed Q2 2026 |
| Wills Financial Group, Inc. | 1525109 | $231.6M | 65 | last filed Q4 2024 |
| Accent Capital Management, LLC | 2014179 | $231.5M | 299 | last filed Q2 2026 |
| Notis-McConarty Edward | 1592616 | $231.5M | 67 | last filed Q2 2026 |
| OxenFree Capital LLC | 2009781 | $231.4M | 57 | Q3 2026 |
| Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) | 2139779 | $231.3M | 1 | last filed Q2 2026 |
| AlphaMark Advisors, LLC | 1348183 | $231.0M | 612 | last filed Q4 2024 |
| Legacy Wealth Advisors, LLC | 2111463 | $231.0M | 148 | last filed Q2 2026 |
| Boomfish Wealth Group, LLC | 2010786 | $231.0M | 102 | Q3 2026 |
| New Millennium Group LLC | 1909654 | $231.0M | 407 | last filed Q4 2025 |
| Tower View Wealth Management LLC | 1729045 | $231.0M | 193 | Q3 2026 |
| CarsonAllaria Wealth Management, Ltd. | 1900946 | $230.8M | 71 | last filed Q2 2026 |
| Friedenthal Financial | 1598611 | $230.7M | 343 | Q3 2026 |
| AGP FRANKLIN, LLC | 2056566 | $230.6M | 93 | last filed Q2 2026 |
| Aull & Monroe Investment Management Corp | 1387615 | $230.6M | 125 | Q3 2026 |
| rebel Financial LLC | 2077940 | $230.6M | 65 | last filed Q1 2026 |
| Note Advisors, LLC | 2056243 | $230.6M | 86 | last filed Q2 2026 |
| MIDAS MANAGEMENT CORP | 65957 | $230.5M | 109 | last filed Q2 2019 |
| Kensington Investment Counsel, LLC | 1845536 | $230.2M | 85 | last filed Q2 2026 |
| Strive Financial Group ,LLC | 2090040 | $230.1M | 851 | last filed Q2 2026 |
| BANYAN CAPITAL MANAGEMENT, INC. | 846600 | $230.1M | 55 | last filed Q2 2026 |
| OmniStar Financial Group, Inc. | 1698777 | $229.9M | 116 | Q3 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | 1906866 | $229.9M | 143 | last filed Q2 2026 |
| Integrity Investment Advisors, LLC | 2066359 | $229.8M | 72 | last filed Q2 2026 |
| Franchise Capital Ltd | 1859388 | $229.8M | 30 | last filed Q3 2025 |
| Cutter Capital Management, LP | 1983313 | $229.6M | 21 | last filed Q1 2025 |
| Tuttle Capital Management, LLC | 1581641 | $229.6M | 253 | Q3 2026 |
| Spear Advisors LLC | 2119894 | $229.6M | 30 | Q3 2026 |
| LEVEL FOUR FINANCIAL, LLC | 857602 | $229.5M | 294 | last filed Q3 2021 |
| Catalys Pacific, LLC | 2011385 | $229.5M | 2 | last filed Q2 2026 |
| Highland Investment Advisors LLC | 2149882 | $229.3M | 734 | last filed Q2 2026 |
| Cresta Advisors, Ltd. | 1947670 | $229.3M | 50 | Q3 2026 |
| Sowa Financial Group, Inc. | 1806226 | $229.2M | 31 | Q3 2026 |
| Personal Wealth Partners | 1766435 | $229.2M | 74 | last filed Q1 2022 |
| Trust Investment Advisors | 1597690 | $229.0M | 102 | Q3 2026 |
| Yardley Wealth Management LLC | 2044323 | $229.0M | 40 | Q3 2026 |
| Capital Wealth Alliance, LLC | 1803277 | $229.0M | 100 | Q3 2026 |
| Paul R. Ried Financial Group, LLC | 2033053 | $228.9M | 47 | last filed Q2 2026 |
| Smallwood Wealth Investment Management, LLC | 1921304 | $228.9M | 529 | last filed Q2 2026 |
| Painted Porch Advisors LLC | 2024585 | $228.8M | 75 | last filed Q2 2026 |
| Beach Point Capital Management LP | 1453885 | $228.7M | 19 | Q3 2026 |
| BankPlus Wealth Management LLC | 2051117 | $228.7M | 117 | Q3 2026 |
| Innovative Asset Advisors Group, LLC | 2127147 | $228.6M | 287 | last filed Q2 2026 |
| Smith Thornton Advisors LLC | 2032436 | $228.5M | 139 | Q3 2026 |
| DOW CHEMICAL CO /DE/ | 29915 | $228.5M | 4 | last filed Q2 2026 |
| Castleview Partners, LLC | 1737088 | $228.2M | 214 | Q3 2026 |
| Benchmark Investment Advisors LLC | 1910971 | $228.0M | 70 | last filed Q2 2026 |
| MENLO ADVISORS LLC | 1279708 | $227.9M | 30 | last filed Q2 2026 |
| RAFFLES ASSOCIATES LP | 1169581 | $227.9M | 48 | last filed Q2 2026 |
| Adalta Capital Management LLC | 1698926 | $227.8M | 103 | last filed Q2 2026 |
| Main Line Retirement Advisors, LLC | 1809416 | $227.7M | 48 | Q3 2026 |
| Mission Hills Financial Advisory, LLC | 2043220 | $227.6M | 89 | last filed Q2 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | 1009198 | $227.5M | 39 | Q3 2026 |
| Beartown Capital Management, LLC | 1877162 | $227.4M | 41 | last filed Q2 2026 |
| Signet Investment Advisory Group, Inc. | 1766328 | $227.3M | 73 | last filed Q2 2026 |
| Pacific Wealth Management | 1852338 | $227.3M | 20 | Q3 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | 2126518 | $227.3M | 46 | last filed Q2 2026 |
| Disciplined Equity Management, Inc. | 1909380 | $227.1M | 47 | Q3 2026 |
| TFB Advisors LLC | 1965201 | $227.0M | 190 | last filed Q2 2026 |
| Lexington Hill Partners, LLC | 2111980 | $227.0M | 85 | Q3 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | 1056943 | $227.0M | 276 | Q3 2026 |
| Avondale Wealth Management | 1738720 | $227.0M | 61 | Q3 2026 |
| Oregon Health & Science University | 1833471 | $227.0M | 1 | last filed Q2 2021 |
| CROBAN | 1694663 | $226.9M | 81 | last filed Q2 2026 |
| Sassicaia Capital Advisers LLC | 1692751 | $226.8M | 32 | last filed Q2 2026 |
| PhiloSmith Capital Corp | 1701057 | $226.8M | 29 | last filed Q2 2021 |
| Cairn Investment Group, Inc. | 1800358 | $226.7M | 65 | last filed Q2 2026 |
| Wallace Foundation | 1951918 | $226.7M | 1 | last filed Q2 2026 |
| Ashburton (Jersey) Ltd | 1661222 | $226.7M | 51 | last filed Q4 2024 |
| Capital Square, LLC | 1798736 | $226.6M | 252 | Q3 2026 |
| FirstWave Capital Management LLC | 2093108 | $226.6M | 63 | last filed Q2 2026 |
| Mink Brook Asset Management LLC | 2052205 | $226.6M | 52 | last filed Q2 2026 |
| Oak Barrel Wealth Advisory LLC | 2116315 | $226.5M | 86 | last filed Q2 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 1599795 | $226.4M | 100 | last filed Q2 2026 |
| Gross & Hartman Investments LLC | 1966094 | $226.4M | 80 | last filed Q2 2026 |
| CMG Global Holdings, LLC | 1839445 | $226.3M | 110 | Q3 2026 |
| Point Windward Advisors Inc. | 1356202 | $226.1M | 97 | last filed Q2 2026 |
| Ariadne Wealth Management, LP | 2034793 | $226.1M | 254 | last filed Q2 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 873759 | $226.0M | 113 | Q3 2026 |
| Laurel Wealth Planning LLC | 1842010 | $226.0M | 67 | last filed Q2 2026 |
| Wynn Capital, LLC | 2009900 | $225.8M | 116 | Q3 2026 |
| Sea Cliff Partners Management, LP | 2011655 | $225.5M | 14 | last filed Q2 2026 |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 1831431 | $225.4M | 70 | last filed Q1 2024 |
| Envision Financial LLC | 2051355 | $225.3M | 48 | Q3 2026 |
| Niatross Investments Ltd | 2093071 | $225.2M | 1 | Q3 2026 |
| CVS HEALTH Corp | 64803 | $225.2M | 21 | last filed Q2 2026 |
| Pennant Select, LLC | 2011563 | $225.1M | 15 | last filed Q2 2026 |
| Benchmark Wealth Management, LLC | 1788241 | $225.0M | 70 | last filed Q2 2025 |
| KRS Capital Management, LLC | 1910876 | $225.0M | 122 | Q3 2026 |
| Colter Lewis Investment Partners LLC | 2107902 | $225.0M | 114 | last filed Q2 2026 |
| Base Wealth Management LLC | 2083977 | $225.0M | 72 | Q3 2026 |
| Fortress Wealth Management, Inc. | 1908099 | $224.8M | 75 | last filed Q3 2025 |
| Ciovacco Capital Management LLC | 1653012 | $224.7M | 35 | last filed Q2 2026 |
| CONWAY CAPITAL MANAGEMENT, INC. | 2044929 | $224.7M | 39 | last filed Q2 2026 |
| Chronos Wealth Management, LLC | 1801792 | $224.6M | 37 | Q3 2026 |
| KPCB XVI Associates, LLC | 1611734 | $224.6M | 3 | last filed Q3 2021 |
| Guardian Asset Advisors, LLC | 2021272 | $224.4M | 127 | Q3 2026 |
| LuminArx Capital Management LP | 1992915 | $224.4M | 73 | last filed Q2 2026 |
| Sylvest Advisors, LLC | 2044121 | $224.4M | 78 | Q3 2026 |
| Moerus Capital Management LLC | 1742647 | $224.4M | 14 | last filed Q2 2026 |
| Latigo Investments, LLC | 1914668 | $224.3M | 16 | Q3 2026 |
| KLS Diversified Asset Management LP | 1616051 | $224.1M | 13 | last filed Q1 2021 |
| Kingsman Wealth Management, Inc. | 2066184 | $224.1M | 82 | Q3 2026 |
| Wunderlich Capital Managemnt | 1599273 | $224.0M | 105 | last filed Q2 2024 |
| Spice Expeditions, LP | 2040285 | $223.9M | 1 | last filed Q2 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | 2035872 | $223.9M | 35 | last filed Q1 2026 |
| GRANVILLE CAPITAL, INC. | 1404784 | $223.9M | 86 | last filed Q2 2026 |
| Vestment Financial LLC | 2056705 | $223.8M | 44 | Q3 2026 |
| Banque de Luxembourg S.A. | 2055344 | $223.6M | 85 | Q3 2026 |
| ROCKSHELTER CAPITAL MANAGEMENT LLC | 1607231 | $223.6M | 42 | last filed Q2 2020 |
| Oxford Wealth Group, LLC | 2007082 | $223.5M | 89 | last filed Q2 2026 |
| GOANNA CAPITAL MANAGEMENT LLC | 2130895 | $223.5M | 2 | last filed Q2 2026 |
| Catawba River Capital | 1843303 | $223.5M | 24 | last filed Q2 2026 |
| Pointe Capital Management LLC | 1640335 | $223.5M | 157 | last filed Q2 2026 |
| Polaris Financial Partners | 2103435 | $223.5M | 372 | Q3 2026 |
| Spectrum Planning & Advisory Services Inc. | 1725394 | $223.5M | 120 | last filed Q2 2026 |
| Twin Securities, Inc. | 1351351 | $223.5M | 11 | last filed Q2 2026 |
| Noble Wealth Management PBC | 2055065 | $223.4M | 777 | Q3 2026 |
| State of New Jersey Common Pension Fund A | 1483262 | $223.4M | 3 | last filed Q2 2026 |
| Pureheart Capital Pte Ltd. | 2087977 | $223.3M | 3 | last filed Q2 2026 |
| WEALTH ADVISORS, INC. | 1806580 | $223.3M | 67 | last filed Q3 2023 |
| Cadence Wealth Management LLC | 1845250 | $223.3M | 63 | last filed Q2 2026 |
| RFP Financial Group LLC | 1956564 | $223.3M | 64 | last filed Q2 2026 |
| KilterHowling LLC | 1759354 | $223.2M | 50 | last filed Q2 2026 |
| JS Capital Management LLC | 1562668 | $223.2M | 1 | last filed Q2 2026 |
| Acasta Partners UK LLP | 2090007 | $223.2M | 19 | Q3 2026 |
| Guinness Atkinson Asset Management Inc | 1409765 | $223.1M | 107 | last filed Q2 2026 |
| Broadway Wealth Solutions, Inc. | 2021265 | $223.0M | 88 | Q3 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | 1767040 | $222.9M | 114 | last filed Q2 2026 |
| MTC Wealth Management LLC | 1821455 | $222.9M | 14 | last filed Q2 2026 |
| Grant Private Wealth Management Inc | 2056418 | $222.9M | 156 | Q3 2026 |
| Andar Capital Management HK Ltd | 1805591 | $222.8M | 13 | last filed Q2 2026 |