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 32 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| LifeSteps Financial, Inc. | 1801373 | $209.6M | 111 | Q3 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | 1977444 | $209.6M | 49 | last filed Q2 2026 |
| Arcadia Wealth Management, Inc. | 2059339 | $209.6M | 58 | last filed Q2 2026 |
| Finivi Inc. | 2101641 | $209.5M | 112 | Q3 2026 |
| Salus Financial Advisors, LLC | 2056601 | $209.5M | 43 | Q3 2026 |
| Starfire Investment Advisers, Inc. | 1652391 | $209.4M | 157 | last filed Q2 2020 |
| PROFESSIONAL PLANNING | 1740871 | $209.4M | 124 | last filed Q3 2021 |
| Integrity Financial Corp /WA | 1917704 | $209.3M | 291 | last filed Q2 2026 |
| Pullen Investment Management, LLC | 2011668 | $209.3M | 101 | Q3 2026 |
| Harrington Investments, INC | 1386364 | $209.2M | 80 | Q3 2026 |
| Timpani Capital Management LLC | 1537558 | $209.2M | 91 | last filed Q1 2019 |
| Humankind Investments LLC | 1845373 | $209.1M | 22 | last filed Q2 2026 |
| McCarthy Asset Management, Inc. | 1843169 | $209.1M | 28 | Q3 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | 1967332 | $209.1M | 141 | last filed Q2 2026 |
| Dempze Nancy E | 1592614 | $209.0M | 91 | last filed Q2 2026 |
| Foundry Group, LLC | 1644978 | $209.0M | 4 | last filed Q3 2022 |
| PENINSULA ASSET MANAGEMENT INC | 1091923 | $208.9M | 54 | last filed Q2 2026 |
| HOGE FINANCIAL SERVICES, LLC | 1989834 | $208.9M | 83 | last filed Q2 2026 |
| Wealth Intelligence, LLC | 2112078 | $208.8M | 60 | Q3 2026 |
| BIRCHBROOK, INC. | 2071468 | $208.8M | 295 | Q3 2026 |
| RLH Capital LLC | 2008031 | $208.8M | 130 | last filed Q2 2026 |
| Cornerstone Wealth, LLC/TN | 2135644 | $208.7M | 103 | Q3 2026 |
| FOCUS Wealth Advisors, LLC | 1845643 | $208.7M | 62 | Q3 2026 |
| PACIFIC FINANCIAL GROUP INC | 1279926 | $208.6M | 85 | last filed Q2 2026 |
| Copperleaf Capital, LLC | 1802225 | $208.6M | 114 | last filed Q3 2025 |
| Oak Wealth Advisors LLC | 2056728 | $208.5M | 68 | last filed Q2 2026 |
| SPRING CAPITAL MANAGEMENT, LLC | 1899146 | $208.4M | 56 | Q3 2026 |
| Aberdeen Wealth Management LLC | 1802654 | $208.3M | 427 | last filed Q2 2026 |
| Axis Wealth Partners, LLC | 2052531 | $208.3M | 183 | last filed Q2 2026 |
| Moser Wealth Advisors, LLC | 1803081 | $208.3M | 200 | last filed Q2 2025 |
| Handelsinvest Investeringsforvaltning | 1659997 | $208.0M | 317 | last filed Q1 2024 |
| SIGULER GUFF ADVISERS, LLC | 1568814 | $208.0M | 5 | last filed Q4 2022 |
| Taylor & Morgan Wealth Management, LLC | 1844266 | $208.0M | 89 | Q3 2026 |
| AFT, FORSYTH & COMPANY, INC. | 1512073 | $207.9M | 108 | last filed Q2 2026 |
| Brown Shipley& Co Ltd | 1912970 | $207.8M | 77 | Q3 2026 |
| Sheridan Capital Management, LLC | 1926753 | $207.8M | 31 | last filed Q2 2026 |
| Bucket List Wealth Management, LLC | 2133435 | $207.7M | 63 | Q3 2026 |
| Breed's Hill Capital LLC | 1963222 | $207.7M | 140 | last filed Q2 2025 |
| William B. Walkup & Associates, Inc. | 2034054 | $207.7M | 257 | last filed Q2 2026 |
| STONEBRIDGE CAPITAL MANAGEMENT INC | 51812 | $207.6M | 70 | last filed Q2 2026 |
| Babb Wealth Advisors LLC | 2047312 | $207.5M | 19 | last filed Q2 2026 |
| Everstar Asset Management, LLC | 2023744 | $207.3M | 202 | last filed Q2 2026 |
| Topel & Distasi Wealth Management, LLC | 1880087 | $207.3M | 57 | last filed Q2 2026 |
| Kessler Investment Group, LLC | 1525947 | $207.3M | 82 | Q3 2026 |
| CIBRA Capital Ltd | 2060725 | $207.2M | 25 | last filed Q1 2026 |
| BEACON ADVISORS HOLDINGS, LLC | 2114314 | $207.2M | 38 | Q3 2026 |
| Stanich Group LLC | 2023324 | $207.2M | 64 | Q3 2026 |
| LYNWOOD PRICE CAPITAL MANAGEMENT LP | 2046605 | $207.1M | 13 | last filed Q2 2026 |
| Tillar-Wenstrup Advisors, LLC | 1585045 | $207.0M | 44 | last filed Q4 2022 |
| Tenret Co LLC | 1874146 | $207.0M | 33 | last filed Q1 2026 |
| InTrack Investment Management Inc | 1847343 | $207.0M | 106 | Q3 2026 |
| GOODWIN DANIEL L | 1119191 | $206.8M | 94 | last filed Q3 2023 |
| Sherrill & Hutchins Financial Advisory, Inc | 2005607 | $206.8M | 19 | Q3 2026 |
| Aspen Wealth Strategies, LLC | 1972517 | $206.7M | 89 | last filed Q2 2026 |
| GordonMD Global Investments LP | 2039349 | $206.7M | 16 | last filed Q2 2026 |
| Private Vista, LLC | 1640638 | $206.6M | 117 | last filed Q2 2020 |
| Old Peak Finance LLC | 2080991 | $206.6M | 102 | last filed Q2 2026 |
| Rachor Investment Advisory Services, LLC | 2008792 | $206.6M | 226 | Q3 2026 |
| Avid Wealth Partners LLC | 1992344 | $206.6M | 77 | last filed Q2 2026 |
| Momentous Wealth Management, Inc. | 2055574 | $206.4M | 50 | Q3 2026 |
| Corsicana & Co. | 1869923 | $206.4M | 309 | last filed Q2 2026 |
| Cassia Capital Partners, LLC | 1844897 | $206.3M | 69 | last filed Q2 2026 |
| GOLDEN ROAD ADVISORS LLC | 2014454 | $206.2M | 67 | last filed Q2 2026 |
| DELTA CAPITAL MANAGEMENT LLC | 893738 | $206.1M | 105 | Q3 2026 |
| TFJ Management, LLC | 2056069 | $206.1M | 11 | last filed Q2 2026 |
| Galaxy Digital Capital Management GP LLC | 2118292 | $206.1M | 51 | last filed Q2 2026 |
| Intelligent Financial Strategies | 1911000 | $206.1M | 77 | Q3 2026 |
| Cook Wealth, LLC | 1910185 | $206.0M | 52 | last filed Q1 2025 |
| Creek Drive Management Group LLC | 2111824 | $206.0M | 45 | last filed Q2 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 2055985 | $206.0M | 79 | Q3 2026 |
| INSTRUMENTAL WEALTH, LLC | 1976010 | $206.0M | 89 | Q3 2026 |
| Flight Deck Capital, LP | 1861705 | $206.0M | 11 | last filed Q2 2026 |
| HART & PATTERSON FINANCIAL GROUP LLC | 2015835 | $205.8M | 72 | last filed Q4 2024 |
| Lalia Capital, LLC | 2106818 | $205.7M | 15 | last filed Q2 2026 |
| Cyr Financial Inc. | 2010666 | $205.7M | 58 | Q3 2026 |
| Sachetta, LLC | 2010574 | $205.7M | 1,025 | last filed Q2 2026 |
| Pacific Edge Advisors, LLC | 1768887 | $205.6M | 39 | last filed Q3 2021 |
| FORTRESS FINANCIAL GROUP, LLC | 2054451 | $205.4M | 78 | Q3 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | 1793923 | $205.4M | 56 | Q3 2026 |
| Baron Financial Group, LLC | 1832093 | $205.3M | 57 | Q3 2026 |
| BCK Partners, Inc. | 1845867 | $205.3M | 27 | Q3 2026 |
| Balter Liquid Alternatives, LLC | 1592450 | $205.2M | 126 | last filed Q2 2019 |
| ALLEN WEALTH MANAGEMENT, LLC | 2012003 | $205.2M | 52 | Q3 2026 |
| Treasure Coast Financial Planning | 1911307 | $205.0M | 48 | last filed Q2 2026 |
| American Airlines Group Inc. | 6201 | $205.0M | 1 | last filed Q2 2026 |
| LOWERY THOMAS, LLC | 1919701 | $204.7M | 57 | last filed Q2 2026 |
| Hardin Capital Partners, LLC | 2033094 | $204.7M | 147 | Q3 2026 |
| Orcam Financial Group | 1905367 | $204.7M | 105 | last filed Q2 2026 |
| Clarity Asset Management, Inc. | 1756759 | $204.6M | 65 | Q3 2026 |
| 11.2 Capital Management, LLC | 2072160 | $204.6M | 1 | last filed Q2 2026 |
| PINNEY & SCOFIELD, INC. | 2056763 | $204.5M | 232 | last filed Q2 2026 |
| AtlasMark Financial, Inc | 2127120 | $204.5M | 44 | Q3 2026 |
| Martin Worley Group | 2049542 | $204.4M | 91 | last filed Q2 2025 |
| Stephens Group, LLC | 1427999 | $204.4M | 4 | Q3 2026 |
| Westview Management dba Westview Investment Advisors | 2073768 | $204.4M | 67 | last filed Q2 2026 |
| Novak Financial Planning, LLC | 1843462 | $204.3M | 121 | last filed Q2 2021 |
| Snow Lake Capital (HK) Ltd | 1565316 | $204.3M | 12 | last filed Q4 2022 |
| Buckland Partners Management Co LLC | 2074628 | $204.2M | 97 | last filed Q2 2026 |
| Confluence Wealth Management LLC | 1606810 | $204.2M | 114 | last filed Q3 2020 |
| McHugh Group, LLC | 2052657 | $204.1M | 88 | Q3 2026 |
| Pacific Asset Management, LLC | 2054012 | $204.0M | 77 | Q3 2026 |
| REDPOINT MANAGEMENT, LLC | 1689508 | $203.9M | 3 | last filed Q2 2026 |
| MB Generational Wealth, LLC | 2009056 | $203.9M | 66 | last filed Q2 2026 |
| Echo Wealth Management, LLC | 1846994 | $203.9M | 49 | Q3 2026 |
| 4J Wealth Management LLC | 1840775 | $203.9M | 111 | last filed Q2 2026 |
| Donald L. Hagan, LLC | 1638049 | $203.7M | 86 | last filed Q3 2025 |
| Loudon Investment Management, LLC | 1597089 | $203.7M | 95 | last filed Q2 2026 |
| Optivise Advisory Services LLC | 2042876 | $203.7M | 231 | Q3 2026 |
| First City Capital Management, Inc. | 1427350 | $203.6M | 161 | Q3 2026 |
| AF Advisors, Inc. | 1818044 | $203.6M | 30 | last filed Q2 2026 |
| Guardian Wealth Management, Inc. | 1910205 | $203.5M | 66 | last filed Q2 2026 |
| PROMETHIUM ADVISORS,LLC | 2034073 | $203.5M | 118 | Q3 2026 |
| Little Harbor Advisors, LLC | 1539639 | $203.4M | 6 | last filed Q2 2026 |
| FAIRFIELD, BUSH & CO. | 1116247 | $203.4M | 126 | last filed Q2 2026 |
| Beacon Financial Strategies CORP | 2084239 | $203.4M | 240 | Q3 2026 |
| OXFORD ASSET MANAGEMENT LLP | 1438284 | $203.3M | 364 | last filed Q2 2026 |
| Spectrum Strategic Capital Management, LLC | 1554961 | $203.3M | 72 | Q3 2026 |
| Sutton Wealth Advisors Inc. | 1999828 | $203.3M | 865 | last filed Q3 2023 |
| Pettee Investors, Inc. | 1596901 | $203.2M | 115 | last filed Q2 2026 |
| CORRADO ADVISORS, LLC | 1482611 | $203.1M | 112 | Q3 2026 |
| Twin Peaks Capital Ltd | 2153025 | $203.0M | 15 | last filed Q2 2026 |
| CORNERCAP INVESTMENT COUNSEL INC | 1062938 | $203.0M | 151 | last filed Q4 2025 |
| Derbend Asset Management | 1874068 | $203.0M | 114 | last filed Q1 2024 |
| Financial Alternatives, Inc | 1967227 | $202.9M | 84 | last filed Q2 2026 |
| Flywheel Private Wealth LLC | 2029680 | $202.9M | 109 | last filed Q2 2026 |
| BDFS Capital LLC | 2112636 | $202.9M | 117 | Q3 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 1898282 | $202.9M | 58 | Q3 2026 |
| Bauman Advisory Group, LLC | 2111802 | $202.9M | 95 | Q3 2026 |
| ELWOOD CAPITAL PARTNERS LP | 2050159 | $202.8M | 27 | last filed Q2 2026 |
| Valley Financial Group, Inc. | 2010327 | $202.8M | 62 | last filed Q2 2026 |
| Accel London III Associates L.P. | 1495005 | $202.7M | 1 | last filed Q2 2020 |
| Bullseye Investment Management, LLC | 1912451 | $202.6M | 73 | Q3 2026 |
| American Trust Investment Advisors, LLC | 1291424 | $202.6M | 81 | last filed Q2 2026 |
| Tower Wealth Partners, Inc. | 1852808 | $202.6M | 101 | last filed Q2 2026 |
| Mill Road Capital Management LLC | 1512275 | $202.5M | 22 | last filed Q2 2026 |
| EVR Research LP | 1843019 | $202.5M | 28 | last filed Q2 2026 |
| Jones Kertz & Associates, Inc. | 2104438 | $202.4M | 66 | Q3 2026 |
| Longview Financial Advisors LLC | 2076077 | $202.4M | 150 | last filed Q2 2026 |
| Delphi Financial Group, Inc. | 859139 | $202.3M | 26 | last filed Q2 2026 |
| BREITER CAPITAL MANAGEMENT INC | 1105410 | $202.3M | 134 | last filed Q1 2022 |
| STRATEGIC WEALTH MANAGEMENT INC | 849854 | $202.3M | 70 | last filed Q4 2021 |
| Tassel Capital Management, Inc. | 1999208 | $202.2M | 46 | Q3 2026 |
| HILLTOP WEALTH ADVISORS, LLC | 1786241 | $202.2M | 73 | last filed Q2 2026 |
| Winthrop Partners - WNY, LLC | 1734109 | $202.2M | 87 | last filed Q2 2026 |
| BRANDYWINE MANAGERS, LLC | 1135121 | $202.2M | 46 | last filed Q2 2026 |
| Orland Properties Ltd | 1550093 | $202.1M | 10 | last filed Q2 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1630936 | $202.0M | 327 | Q3 2026 |
| JERICHO FINANCIAL, LLP | 1841173 | $202.0M | 39 | Q3 2026 |
| Marmo Financial Group, LLC | 1964829 | $201.9M | 38 | last filed Q1 2026 |
| Farringdon Capital, Ltd. | 1750980 | $201.8M | 184 | last filed Q2 2026 |
| Merrion Investment Management Co, LLC | 1383782 | $201.7M | 109 | Q3 2026 |
| Ahrens Investment Partners LLC | 1698481 | $201.5M | 1,015 | last filed Q1 2023 |
| Harvest Investment Advisors, LLC | 1967261 | $201.5M | 58 | last filed Q2 2026 |
| SCRATCH CAPITAL LLC | 2055324 | $201.5M | 44 | last filed Q2 2026 |
| SANDLER CAPITAL MANAGEMENT | 1000742 | $201.5M | 124 | last filed Q2 2026 |
| Nierenberg Investment Management Company, LLC | 1282683 | $201.4M | 35 | last filed Q2 2026 |
| Williamson Legacy Group, LLC | 2011965 | $201.4M | 75 | last filed Q2 2026 |
| KOM Wealth Management Group, LLC | 1804116 | $201.4M | 96 | Q3 2026 |
| Benedetti & Gucer, Inc. | 1859474 | $201.3M | 143 | last filed Q1 2024 |
| Two West Capital Advisors LLC | 2026617 | $201.3M | 98 | Q3 2026 |
| Ballew Advisors, Inc | 1729096 | $201.3M | 133 | Q3 2026 |
| Berbice Capital Management LLC | 2051605 | $201.2M | 109 | Q3 2026 |
| CoreFirst Bank & Trust | 1845199 | $201.1M | 279 | last filed Q2 2026 |
| Element Squared LLC | 2086643 | $201.0M | 49 | last filed Q2 2026 |
| Vitruvian Partners LLP | 1692590 | $201.0M | 8 | last filed Q2 2026 |
| Principia Wealth Advisory, LLC | 2041436 | $200.9M | 1,065 | last filed Q2 2026 |
| LAU ASSOCIATES LLC | 1161825 | $200.9M | 94 | last filed Q4 2019 |
| Manuka Financial, LLC | 2049064 | $200.8M | 56 | Q3 2026 |
| Torren Management, LLC | 2096203 | $200.8M | 946 | Q3 2026 |
| Counterweight Ventures, LLC | 2012467 | $200.6M | 81 | last filed Q2 2026 |
| J. H. Whitney Equity Partners VI, LLC | 1394517 | $200.6M | 1 | last filed Q2 2026 |
| Capasso Planning Partners LLC | 1911938 | $200.5M | 86 | last filed Q2 2026 |
| Codex Capital, L.L.C. | 1832187 | $200.4M | 36 | last filed Q1 2024 |
| MEMBERS WEALTH LLC | 2059574 | $200.4M | 128 | Q3 2026 |
| Cognios Capital, LLC | 1548468 | $200.3M | 231 | last filed Q1 2020 |
| SCHOLTZ & COMPANY, LLC | 1606134 | $200.3M | 48 | last filed Q2 2026 |
| Kentucky Trust Co | 2054100 | $200.1M | 316 | Q3 2026 |
| Kurv Investment Management LLC | 2027462 | $200.1M | 53 | Q3 2026 |
| McDonough Capital Management, Inc | 1912128 | $200.1M | 52 | last filed Q2 2026 |
| Thompson David Blair | 2150492 | $200.0M | 212 | last filed Q2 2026 |
| Dilation Capital Management LP | 1922880 | $200.0M | 22 | Q3 2026 |
| Disciplined Investors, L.L.C. | 2056242 | $199.9M | 145 | last filed Q2 2026 |
| Guardian Wealth Advisors, LLC | 1858828 | $199.8M | 66 | last filed Q2 2026 |
| Battery Global Advisors, LLC | 1582272 | $199.8M | 157 | last filed Q2 2026 |
| Arena Capital Advisors, LLC- CA | 1833078 | $199.8M | 23 | Q3 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 1404780 | $199.6M | 76 | last filed Q2 2026 |
| SHARPEPOINT LLC | 2046822 | $199.6M | 89 | last filed Q2 2026 |
| Titus Wealth Management | 1732007 | $199.6M | 161 | last filed Q2 2022 |
| Rose Capital Advisors LLC | 2148496 | $199.5M | 107 | last filed Q2 2026 |
| AJO, LP | 1013536 | $199.5M | 43 | last filed Q1 2021 |
| Gridiron Partners, LLC | 1910867 | $199.5M | 52 | Q3 2026 |
| William Allan Corp | 1910961 | $199.4M | 65 | Q3 2026 |
| Archvest Wealth Advisors, Inc. | 1910174 | $199.4M | 80 | Q3 2026 |
| Cetera Trust Company, N.A | 2005547 | $199.3M | 345 | last filed Q2 2026 |
| SEG Family Corp. | 2080629 | $199.3M | 1 | last filed Q2 2026 |
| Strategic Planning, Inc. | 1925220 | $199.3M | 54 | last filed Q1 2026 |
| All-Stars Investment Ltd | 1633603 | $199.2M | 11 | last filed Q2 2026 |
| SFM, LLC d/b/a Sweeney Financial Advisors | 2064225 | $199.0M | 69 | Q3 2026 |
| Patrick Mauro Investment Advisor, INC. | 1953787 | $199.0M | 38 | last filed Q2 2026 |
| DBA TRADING, LLC | 2067608 | $198.9M | 39 | last filed Q2 2026 |
| Ausbil Investment Management Ltd | 1966036 | $198.9M | 66 | Q3 2026 |
| VIAWEALTH, LLC | 1965401 | $198.8M | 167 | last filed Q2 2026 |
| Park Avenue Institutional Advisers LLC | 1640801 | $198.7M | 2 | last filed Q2 2026 |
| LAM GROUP, INC. | 1961944 | $198.6M | 137 | Q3 2026 |
| Buttonwood Financial Group, LLC | 1847661 | $198.5M | 39 | Q3 2026 |
| AOZORA BANK, LTD. | 1568541 | $198.5M | 1 | last filed Q2 2026 |
| EADS & HEALD WEALTH MANAGEMENT | 1035912 | $198.3M | 149 | Q3 2026 |
| ARRIEN INVESTMENTS, INC. | 2052048 | $198.3M | 44 | last filed Q2 2026 |
| Marathon Mission, Inc. | 1987261 | $198.2M | 56 | Q3 2026 |
| Oceanside Advisors LLC | 2012184 | $198.1M | 57 | last filed Q2 2026 |
| OneAscent Family Office, LLC | 2055812 | $198.1M | 250 | last filed Q2 2026 |
| Frazier Financial Advisors, LLC | 2002745 | $198.0M | 619 | last filed Q2 2026 |
| Piedmont Capital Management, LLC | 1656150 | $198.0M | 58 | last filed Q2 2026 |
| Kent Lake PR LLC | 2037231 | $198.0M | 41 | last filed Q3 2025 |
| Marest Capital, LLC | 2010315 | $197.9M | 27 | Q3 2026 |
| AMANSA CAPITAL PTE. LTD. | 1660773 | $197.8M | 2 | Q3 2026 |
| Steadtrust LLC | 2097595 | $197.7M | 132 | last filed Q2 2026 |
| Alamar Capital Management, LLC | 1846995 | $197.7M | 88 | last filed Q2 2026 |
| Vermillion & White Wealth Management Group, LLC | 1862443 | $197.7M | 69 | last filed Q2 2026 |
| McClarren Financial Advisors, Inc. | 1842974 | $197.7M | 84 | Q3 2026 |
| WESPAC Advisors, LLC | 1484540 | $197.5M | 202 | Q3 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | 1907480 | $197.5M | 97 | Q3 2026 |
| Prospect Financial Services LLC | 2012519 | $197.4M | 115 | last filed Q2 2026 |
| Point Nemo Capital, LLC | 1988307 | $197.4M | 188 | last filed Q2 2026 |
| Systrade AG | 1818160 | $197.4M | 12 | Q3 2026 |
| LRZ CAPITAL LLC | 2111919 | $197.4M | 18 | last filed Q2 2026 |
| Tri Ri Asset Management Corp | 2045579 | $197.4M | 29 | last filed Q3 2024 |
| JACKSON HILL ADVISORS, LLC | 1911159 | $197.4M | 13 | last filed Q2 2026 |
| Walker Asset Management, LLC | 1923053 | $197.3M | 149 | Q3 2026 |
| Van Leeuwen & Company, LLC | 1769031 | $197.3M | 88 | last filed Q1 2024 |
| Index Venture Growth Associates I Ltd | 1447961 | $197.2M | 1 | last filed Q4 2022 |
| Gildi - lifeyrissjodur | 2108148 | $197.2M | 2 | last filed Q1 2026 |
| AFFINITY INVESTMENT ADVISORS, LLC | 1520601 | $197.2M | 140 | last filed Q2 2026 |
| Garrison Asset Management, LLC | 1519319 | $197.1M | 109 | last filed Q3 2024 |
| United Financial Planning Group LLC | 2088337 | $196.9M | 465 | last filed Q2 2026 |
| Hill Winds Capital LP | 1683073 | $196.9M | 37 | last filed Q4 2022 |
| Seros Financial, LLC | 2039918 | $196.9M | 68 | Q3 2026 |
| HG Vora Capital Management, LLC | 1525362 | $196.8M | 5 | last filed Q2 2026 |
| Bullseye Asset Management LLC | 1513779 | $196.7M | 56 | last filed Q2 2026 |
| Park Capital Management, LLC / WI | 1998000 | $196.7M | 224 | Q3 2026 |
| Taylor Frigon Capital Management LLC | 1632665 | $196.6M | 92 | Q3 2026 |
| Radcliff Management LLC | 1911132 | $196.6M | 1 | last filed Q2 2026 |
| Williams Financial, LLC | 1846923 | $196.6M | 31 | Q3 2026 |
| Rings Capital Management LLC | 1771122 | $196.5M | 7 | last filed Q2 2026 |
| Fearless Solutions, LLC dba Best Invest | 2094159 | $196.5M | 143 | Q3 2026 |
| Cahill Wealth Management, LLC | 1927960 | $196.5M | 49 | last filed Q1 2025 |
| Rubicon Founders LLC | 2032489 | $196.4M | 3 | last filed Q2 2026 |
| Carter Financial Group, INC. | 1919749 | $196.3M | 132 | Q3 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 2056071 | $196.2M | 34 | last filed Q2 2026 |
| Anchor IV Pte. Ltd. | 1993966 | $196.2M | 1 | last filed Q3 2024 |