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 33 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| CHB Investment Group, LLC | 1933274 | $196.1M | 69 | last filed Q2 2025 |
| NRI Wealth Management LC | 2027950 | $196.1M | 31 | last filed Q4 2025 |
| CARLSON FINANCIAL, INC. | 2134889 | $196.1M | 195 | last filed Q2 2026 |
| Lunate Capital Ltd | 2056786 | $196.0M | 10 | last filed Q2 2026 |
| LBJ Family Wealth Advisors, Ltd. | 1601622 | $195.9M | 29 | Q3 2026 |
| Financial Architects, LLC | 2008540 | $195.6M | 29 | Q3 2026 |
| Kades & Cheifetz LLC | 1957259 | $195.4M | 108 | last filed Q4 2024 |
| GREYSTONE INVESTMENT MANAGEMENT LLC | 1166741 | $195.4M | 45 | last filed Q4 2018 |
| Dickmeyer Boyce Financial Management, Inc. | 2038325 | $195.4M | 127 | Q3 2026 |
| Octahedron Capital Management L.P. | 1891904 | $195.3M | 15 | last filed Q2 2026 |
| BANTAMAC CAPITAL, LLC | 1794972 | $195.3M | 70 | last filed Q2 2026 |
| WestCap Management, LLC | 1838470 | $195.1M | 2 | last filed Q2 2026 |
| Touchstone Capital, Inc. | 1843283 | $195.0M | 49 | last filed Q3 2025 |
| Delos Wealth Advisors, LLC | 1878326 | $195.0M | 300 | last filed Q2 2026 |
| Trust Co of Kansas | 1803988 | $195.0M | 59 | last filed Q2 2026 |
| Andesa Financial Management Inc. | 1752985 | $194.9M | 125 | last filed Q1 2023 |
| DEFINED WEALTH MANAGEMENT, LLC | 1849518 | $194.9M | 115 | Q3 2026 |
| SECURED RETIREMENT ADVISORS, LLC | 2012356 | $194.9M | 134 | last filed Q2 2026 |
| Integrated Financial Solutions, Inc. | 2086529 | $194.8M | 35 | Q3 2026 |
| Cosner Financial Group, LLC | 1674627 | $194.7M | 37 | last filed Q2 2026 |
| Vontobel Swiss Wealth Advisors AG | 1634222 | $194.7M | 80 | last filed Q2 2021 |
| New Potomac Partners, LLC | 1731466 | $194.6M | 152 | last filed Q3 2024 |
| Foresters Asset Management Inc. | 1682146 | $194.6M | 46 | last filed Q2 2019 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | 2011014 | $194.5M | 67 | last filed Q2 2026 |
| Old North State Trust, LLC | 1760444 | $194.5M | 151 | last filed Q2 2026 |
| SVRN Asset Management, LLC | 2094004 | $194.5M | 51 | last filed Q2 2026 |
| Councilmark Asset Management, LLC | 2022076 | $194.5M | 87 | Q3 2026 |
| Aurora Investment Counsel | 1316397 | $194.4M | 113 | last filed Q2 2026 |
| ELEVATE WEALTH ADVISORY, INC | 2011651 | $194.4M | 135 | Q3 2026 |
| Lee, Kelleher & Klein Wealth Management | 2063827 | $194.4M | 48 | Q3 2026 |
| GENTRY PRIVATE WEALTH, LLC | 2022634 | $194.3M | 108 | last filed Q2 2026 |
| RMR Advisors LLC | 1177132 | $194.3M | 101 | last filed Q3 2020 |
| International Private Wealth Advisors LLC | 2022637 | $194.3M | 160 | last filed Q2 2026 |
| Planning Solutions Group LLC | 1766969 | $194.3M | 140 | last filed Q2 2019 |
| Financial Designs Corp | 1561383 | $194.2M | 39 | Q3 2026 |
| Key Capital Management, INC | 2107249 | $194.2M | 726 | last filed Q2 2026 |
| MACRO Consulting Group | 1762388 | $194.2M | 102 | last filed Q2 2021 |
| UBP Investment Advisors SA | 1727588 | $194.2M | 80 | last filed Q3 2022 |
| Ibex Investors LLC | 1531964 | $194.1M | 15 | last filed Q2 2026 |
| Pioneer Family Office, LLC | 2135110 | $194.0M | 129 | last filed Q2 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | 2103577 | $194.0M | 152 | Q3 2026 |
| Lakewood Asset Management LLC | 1966581 | $194.0M | 110 | Q3 2026 |
| True Vision MN LLC | 2013460 | $193.9M | 98 | last filed Q1 2026 |
| IMG Wealth Management, Inc. | 2032103 | $193.9M | 639 | Q3 2026 |
| Ailanthus Capital Management, LP | 1653400 | $193.8M | 19 | last filed Q2 2019 |
| SC XII MANAGEMENT LLC | 1374246 | $193.7M | 1 | last filed Q1 2024 |
| Invera Wealth Advisors, LLC | 1976780 | $193.7M | 135 | Q3 2026 |
| Adirondack Capital Advisors, LLC | 2107623 | $193.7M | 45 | Q3 2026 |
| Jackson Financial Management | 1730475 | $193.7M | 43 | last filed Q4 2019 |
| Schulz Wealth, LTD. | 2011780 | $193.7M | 70 | last filed Q2 2026 |
| Sourcerock Fund LP | 1822534 | $193.7M | 12 | last filed Q1 2021 |
| CAPITAL & PLANNING, LLC | 2053750 | $193.7M | 45 | last filed Q2 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 1013234 | $193.7M | 122 | last filed Q2 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | 1275880 | $193.6M | 108 | last filed Q2 2026 |
| Rydar Equities, Inc. | 2065487 | $193.6M | 440 | Q3 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | 1951908 | $193.5M | 74 | Q3 2026 |
| Share Andrew L. | 1693672 | $193.4M | 19 | last filed Q2 2026 |
| EHRLICH FINANCIAL GROUP | 2010632 | $193.3M | 120 | Q3 2026 |
| Channing Global Advisors, LLC | 1901222 | $193.2M | 41 | last filed Q2 2026 |
| Valley Financial Management, Inc. | 1128122 | $193.2M | 42 | last filed Q2 2023 |
| Maytree Asset Management Ltd | 1869683 | $193.2M | 19 | Q3 2026 |
| Hurley Capital, LLC | 1632844 | $193.1M | 657 | last filed Q2 2026 |
| LeClair Wealth Partners LLC | 2056667 | $193.0M | 132 | last filed Q2 2026 |
| Velanne Asset Management Ltd | 1766802 | $193.0M | 18 | last filed Q3 2021 |
| QSM Asset Management Ltd | 2058325 | $192.9M | 24 | last filed Q2 2026 |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 2013713 | $192.9M | 63 | Q3 2026 |
| M3 Advisory Group, LLC | 2014826 | $192.8M | 156 | last filed Q2 2026 |
| Upper Left Wealth Management, LLC | 1911228 | $192.7M | 68 | Q3 2026 |
| Martin Capital Advisors, LLP | 1904126 | $192.7M | 75 | Q3 2026 |
| Occam Crest Management LP | 2085909 | $192.6M | 33 | last filed Q2 2026 |
| Sunesis Advisors, LLC | 1748269 | $192.6M | 23 | Q3 2026 |
| Clark Wealth Partners | 2107657 | $192.6M | 1,061 | Q3 2026 |
| ROI Financial Advisors, LLC | 2011633 | $192.5M | 72 | Q3 2026 |
| Mustard Seed Financial, LLC | 2011321 | $192.5M | 97 | last filed Q2 2026 |
| Anderson Financial Strategies, LLC | 2018166 | $192.4M | 36 | last filed Q2 2026 |
| Richmond Brothers, Inc. | 1540462 | $192.3M | 96 | last filed Q2 2026 |
| Marin Bay Wealth Advisors, LLC | 2109834 | $192.3M | 131 | Q3 2026 |
| Legacy Investment Solutions, LLC | 2044858 | $192.1M | 741 | last filed Q2 2025 |
| Shelter Harbor Advisors, LP | 1697803 | $192.0M | 18 | last filed Q4 2019 |
| Henson-Edgewater Management, LLC | 2115631 | $192.0M | 66 | last filed Q2 2026 |
| ATLANTIC INVESTMENT MANAGEMENT, INC. | 1063296 | $192.0M | 12 | last filed Q2 2026 |
| Northern Lights Advisors, Inc. | 2127798 | $191.9M | 74 | Q3 2026 |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1540142 | $191.9M | 684 | last filed Q2 2021 |
| Chico Wealth RIA | 1926037 | $191.9M | 49 | last filed Q2 2026 |
| Richmond Hill Investments, LLC | 1455952 | $191.9M | 3 | last filed Q3 2025 |
| Hibernia Wealth Partners, LLC | 1950637 | $191.8M | 86 | Q3 2026 |
| Granby Capital Management, LLC | 1857581 | $191.7M | 14 | last filed Q2 2026 |
| White Wing Wealth Management | 2001473 | $191.7M | 40 | last filed Q2 2026 |
| Presper Financial Architects, LLC | 2066674 | $191.7M | 55 | last filed Q2 2026 |
| First Capital Advisors Group, LLC. | 1681126 | $191.6M | 970 | last filed Q2 2023 |
| Nicholas Wealth, LLC. | 1911391 | $191.6M | 129 | Q3 2026 |
| Strategic Financial Planning, Inc. | 1802277 | $191.6M | 41 | last filed Q2 2026 |
| H PARTNERS MANAGEMENT, LLC | 1364412 | $191.5M | 2 | last filed Q2 2026 |
| MARLIN SAMS CAPITAL MANAGEMENT LLC | 1608618 | $191.5M | 3 | last filed Q3 2024 |
| Ewing Morris & Co. Investment Partners Ltd. | 1846838 | $191.4M | 89 | last filed Q2 2026 |
| Thoma Capital Management LLC | 2060298 | $191.3M | 54 | Q3 2026 |
| Navigoe, LLC | 2056100 | $191.2M | 1,224 | last filed Q2 2026 |
| Emergent Wealth Advisors, LLC | 1799880 | $191.2M | 124 | Q3 2026 |
| Compass Planning Associates Inc | 2046823 | $191.1M | 35 | Q3 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1906227 | $191.1M | 39 | last filed Q2 2026 |
| Propel Bio Management, LLC | 1969764 | $191.1M | 29 | last filed Q2 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 1061555 | $191.1M | 102 | last filed Q2 2026 |
| Ascension Asset Management LLC | 1714062 | $191.1M | 86 | last filed Q2 2024 |
| Persium Advisors, LLC | 2033683 | $191.0M | 70 | Q3 2026 |
| Magnolia Wealth Management, LLC | 1908732 | $191.0M | 15 | Q3 2026 |
| Mithaq Capital SPC | 1834600 | $190.9M | 3 | Q3 2026 |
| Bullfrog Capital GP, Ltd. | 1801182 | $190.7M | 3 | last filed Q3 2023 |
| COOPER INVESTORS PTY LTD | 1561728 | $190.5M | 37 | Q3 2026 |
| R Squared Ltd | 1896148 | $190.4M | 509 | last filed Q2 2026 |
| Clayton Financial Group LLC | 2011212 | $190.4M | 304 | Q3 2026 |
| ES4, LLC | 2095578 | $190.4M | 32 | last filed Q2 2026 |
| Clearwave Capital, LLC | 2111821 | $190.4M | 176 | Q3 2026 |
| BETO FINANCIAL GROUP, LLC | 2104828 | $190.4M | 154 | last filed Q2 2026 |
| Alpha Financial Partners LLC | 1966219 | $190.3M | 118 | last filed Q2 2026 |
| Blue Oak Capital, LLC | 1307125 | $190.3M | 67 | last filed Q2 2025 |
| Core Capital Management & Research, inc. | 1781919 | $190.3M | 215 | last filed Q2 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | 1093908 | $190.3M | 169 | last filed Q2 2026 |
| IKE Capital, LLC | 2150482 | $190.2M | 91 | last filed Q2 2026 |
| Crystal Rock Capital Management | 1510668 | $190.1M | 34 | Q3 2026 |
| Crew Capital Management, Ltd | 1835669 | $190.0M | 117 | Q3 2026 |
| BayBridge Capital Group, LLC | 1898297 | $189.9M | 97 | Q3 2026 |
| SIB LLC | 1426857 | $189.8M | 19 | last filed Q4 2024 |
| OceanIQ Capital, LLC | 2149849 | $189.8M | 98 | Q3 2026 |
| Lykos Global Management, LP | 2009895 | $189.8M | 3 | last filed Q2 2026 |
| Millennium Capital Advisors, LLC | 2097025 | $189.7M | 137 | Q3 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P. | 1218199 | $189.7M | 6 | last filed Q2 2026 |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 878057 | $189.7M | 67 | last filed Q4 2022 |
| Mayfield Select Management (UGP), Ltd. | 1708788 | $189.7M | 2 | last filed Q1 2022 |
| DAHRING | CUSMANO LLC | 2053669 | $189.6M | 62 | last filed Q2 2026 |
| Hara Capital LLC | 2010015 | $189.6M | 307 | last filed Q2 2026 |
| AllSquare Wealth Management LLC | 1633674 | $189.5M | 539 | last filed Q3 2025 |
| Retirement Wealth Solutions LLC | 2044741 | $189.2M | 907 | Q3 2026 |
| Knott David M Jr | 1892770 | $189.2M | 84 | last filed Q2 2026 |
| Union Bancaire Privee Asset Management LLC | 1775889 | $189.0M | 37 | last filed Q1 2021 |
| Bulwark Capital Corp | 2075899 | $189.0M | 106 | Q3 2026 |
| UNDERHILL INVESTMENT MANAGEMENT LLC | 1512545 | $189.0M | 20 | last filed Q1 2019 |
| FWG Investments, LLC. | 1944877 | $189.0M | 116 | last filed Q2 2026 |
| Madrid Financial Services | 2135336 | $189.0M | 26 | last filed Q2 2026 |
| Bay Capital Advisors, LLC | 2055414 | $189.0M | 107 | Q3 2026 |
| C-J Advisory, Inc. | 1773030 | $188.8M | 34 | last filed Q3 2021 |
| Horrell Capital Management, Inc. | 1385925 | $188.8M | 197 | Q3 2026 |
| WC Walker & Associates, Inc. | 1847258 | $188.8M | 70 | last filed Q4 2022 |
| SALT Holding Corp. | 1996109 | $188.8M | 25 | last filed Q2 2026 |
| Nalanda India Fund LTD | 1430193 | $188.7M | 1 | last filed Q2 2025 |
| VestGen Investment Management | 1511739 | $188.5M | 218 | last filed Q2 2026 |
| General Catalyst Group Management, LLC | 1637946 | $188.5M | 14 | last filed Q2 2026 |
| CINCINNATI CASUALTY CO | 1279888 | $188.5M | 24 | last filed Q2 2026 |
| Rolek Wealth Management LLC | 2051339 | $188.4M | 24 | Q3 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1607355 | $188.4M | 513 | last filed Q2 2026 |
| Asymmetry Capital Management, L.P. | 1657134 | $188.4M | 24 | last filed Q4 2021 |
| Isabella Capital Management LLP | 2134988 | $188.3M | 7 | last filed Q2 2026 |
| Traction Financial Partners, LLC | 2007748 | $188.3M | 61 | last filed Q2 2026 |
| Astra Wealth Partners LLC | 2054825 | $188.1M | 102 | last filed Q2 2026 |
| R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | 1426774 | $188.0M | 39 | last filed Q2 2026 |
| CALIBER WEALTH MANAGEMENT, LLC | 1800453 | $188.0M | 58 | last filed Q1 2024 |
| Inman Jager Wealth Management, LLC | 2052044 | $187.9M | 90 | last filed Q2 2026 |
| EUDAIMONIA ADVISORS LLC | 1905084 | $187.8M | 161 | last filed Q1 2024 |
| ATMOS ADVISORY, LLC | 1905162 | $187.8M | 21 | Q3 2026 |
| FFG RETIREMENT ADVISORS LLC | 1966438 | $187.8M | 40 | Q3 2026 |
| Trivant Custom Portfolio Group, LLC | 1977992 | $187.8M | 82 | last filed Q2 2026 |
| Kingstone Capital Partners Texas, LLC | 2057208 | $187.8M | 60 | last filed Q2 2026 |
| Dynamic Wealth Strategies, LLC | 1812853 | $187.7M | 298 | Q3 2026 |
| Keystone Financial Group, Inc. | 2053642 | $187.7M | 117 | Q3 2026 |
| VISTA FINANCE, LLC | 1893809 | $187.7M | 55 | Q3 2026 |
| AI-Squared Management Ltd | 1933952 | $187.5M | 19 | last filed Q2 2026 |
| INNEALTA CAPITAL, LLC | 1752579 | $187.4M | 91 | last filed Q2 2026 |
| Farrow Financial, Inc. | 2010644 | $187.3M | 55 | last filed Q2 2026 |
| C V STARR & CO INC | 1340459 | $187.3M | 5 | last filed Q2 2026 |
| TPG Advisors LLC | 2033388 | $187.3M | 118 | Q3 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | 1910845 | $187.3M | 79 | last filed Q2 2026 |
| ZynergyRetirementPlanningLLC | 2031137 | $187.3M | 25 | Q3 2026 |
| Snowhook Capital Management LP | 1849613 | $187.2M | 13 | last filed Q4 2022 |
| Baring Financial LLC | 2052588 | $187.2M | 81 | Q3 2026 |
| Meadowbrook Advisors Group, LLC | 2119283 | $187.1M | 169 | last filed Q2 2026 |
| LeConte Wealth Management, LLC | 2060443 | $187.1M | 197 | Q3 2026 |
| JCP Investment Management, LLC | 1461945 | $187.1M | 26 | last filed Q2 2026 |
| Wall Street Financial Group, Inc. | 2019337 | $187.1M | 120 | last filed Q2 2026 |
| Quantitative Strategies, Inc. | 1810224 | $187.0M | 23 | last filed Q4 2024 |
| Obsido Oy | 2067281 | $187.0M | 20 | last filed Q2 2026 |
| WARBURG PINCUS LLC | 1162870 | $187.0M | 1 | last filed Q2 2026 |
| Hudson Canyon Capital Management | 1978883 | $187.0M | 50 | last filed Q2 2026 |
| Ponta Wealth Partners, LLC | 2107740 | $186.9M | 199 | last filed Q2 2026 |
| Farrell Financial LLC | 2031235 | $186.9M | 81 | Q3 2026 |
| Mercer Capital Advisers, Inc. | 1631185 | $186.9M | 149 | last filed Q3 2021 |
| Rudd International, Inc. | 1783477 | $186.9M | 72 | last filed Q2 2020 |
| Stillwater Wealth Management Group | 2063941 | $186.8M | 70 | Q3 2026 |
| MARSHWINDS ADVISORY CO | 1281011 | $186.8M | 124 | last filed Q4 2018 |
| Hidden Cove Wealth Management, LLC | 1963736 | $186.8M | 149 | Q3 2026 |
| Shade Tree Advisors LLC | 1804785 | $186.7M | 64 | Q3 2026 |
| General Partner, Inc. | 1800508 | $186.6M | 168 | Q3 2026 |
| Solas Capital Management, LLC | 1604867 | $186.6M | 21 | last filed Q2 2026 |
| Oakum Bay Capital LLC | 1571727 | $186.6M | 88 | last filed Q1 2026 |
| Erickson Financial Group, LLC | 1797734 | $186.6M | 25 | last filed Q2 2026 |
| Gallagher Capital Advisors, LLC | 2034519 | $186.6M | 72 | Q3 2026 |
| Vantus Wealth LLC | 2109783 | $186.5M | 236 | last filed Q2 2026 |
| Widmann Financial Services, Inc. | 1906640 | $186.5M | 123 | last filed Q2 2026 |
| Foundation Wealth Management, LLC | 1966351 | $186.3M | 62 | Q3 2026 |
| CFC Planning Co LLC | 1854428 | $186.3M | 66 | Q3 2026 |
| Ervin Investment Management, LLC | 1907802 | $186.2M | 46 | Q3 2026 |
| AFFINITY WEALTH LLC | 2111764 | $186.2M | 27 | last filed Q2 2026 |
| Granite FO LLC | 2034090 | $186.2M | 172 | Q3 2026 |
| SOUTH PLAINS FINANCIAL, INC. | 1163668 | $186.2M | 209 | last filed Q2 2026 |
| Optimus Capital Advisors, LLC | 2140431 | $186.2M | 43 | last filed Q2 2026 |
| Columbia River Financial Group, LLC | 2057074 | $186.2M | 58 | last filed Q2 2026 |
| PROVENCE WEALTH MANAGEMENT GROUP | 1925991 | $186.1M | 461 | last filed Q4 2023 |
| Palliser Capital (UK) Ltd | 1881490 | $186.0M | 23 | last filed Q2 2026 |
| Hoffman, Alan N Investment Management | 1848530 | $186.0M | 14 | Q3 2026 |
| Tranquilli Financial Advisor LLC | 1847769 | $185.8M | 135 | last filed Q2 2026 |
| Fingerlakes Wealth Management, Inc. | 1910248 | $185.8M | 101 | last filed Q2 2026 |
| Aspire Wealth Management Corp | 1916412 | $185.8M | 196 | last filed Q3 2024 |
| KPCB XIII Associates, LLC | 1500595 | $185.7M | 3 | last filed Q3 2023 |
| Omega Fund Management, LLC | 1637359 | $185.7M | 10 | last filed Q2 2026 |
| Sage Advisory Services, Ltd.Co. | 1534378 | $185.7M | 42 | Q3 2026 |
| LEIGH BALDWIN & CO., LLC | 946629 | $185.7M | 182 | last filed Q2 2026 |
| OPINICUS CAPITAL, INC. | 2009743 | $185.6M | 98 | Q3 2026 |
| Grafton Street Partners Fund, LP | 1921789 | $185.6M | 10 | last filed Q3 2025 |
| Godshalk Welsh Capital Management, Inc. | 1631775 | $185.6M | 137 | last filed Q2 2026 |
| HERON FINANCIAL GROUP, LLC | 1803648 | $185.6M | 142 | last filed Q2 2023 |
| Lane & Associates LLC | 2018909 | $185.5M | 115 | last filed Q1 2025 |
| Investment Partners Asset Management, Inc. | 1384416 | $185.5M | 174 | Q3 2026 |
| Fullen Financial Group | 1822731 | $185.5M | 59 | last filed Q1 2023 |
| MELFA WEALTH MANAGEMENT, INC. | 1962465 | $185.5M | 196 | last filed Q2 2026 |
| BCO Wealth Management LLC | 2054749 | $185.5M | 42 | Q3 2026 |
| Comprehensive Financial Planning, Inc./PA | 2044855 | $185.4M | 403 | Q3 2026 |
| Anchor Bay Capital, Inc. | 2083500 | $185.3M | 341 | last filed Q2 2026 |
| Flavin Financial Services, Inc. | 2052798 | $185.2M | 77 | Q3 2026 |
| Live Oak Investment Partners | 1822262 | $185.2M | 92 | Q3 2026 |
| American Alpha Advisors, LLC | 2041441 | $185.1M | 93 | last filed Q2 2026 |
| Astor Investment Management LLC | 1598416 | $185.1M | 28 | last filed Q2 2025 |
| Paladin Wealth, LLC | 2040377 | $185.0M | 156 | Q3 2026 |
| WINCAP FINANCIAL LLC | 2064588 | $185.0M | 86 | Q3 2026 |
| Hilton Head Capital Partners, LLC | 2109913 | $185.0M | 877 | Q3 2026 |
| GEN Financial Management, INC. | 2032497 | $185.0M | 56 | Q3 2026 |
| CCMP Capital GP, LLC | 1674350 | $185.0M | 1 | last filed Q2 2023 |
| Millstone Evans Group, LLC | 2041943 | $184.8M | 877 | last filed Q2 2026 |
| BAM Wealth Management, LLC | 2093649 | $184.8M | 202 | Q3 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 1936380 | $184.8M | 40 | Q3 2026 |
| Positano Wealth Management Ltd | 2137428 | $184.8M | 24 | last filed Q2 2026 |
| Silver Grove Financial Group, Inc. | 2111172 | $184.8M | 2,450 | last filed Q2 2026 |
| RCS Financial Planning, LLC | 1963347 | $184.7M | 88 | Q3 2026 |
| Graphene Investments SAS | 1965776 | $184.7M | 42 | Q3 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1849497 | $184.7M | 97 | last filed Q2 2026 |
| Financial Planning Hawaii, Inc. | 2105146 | $184.7M | 127 | Q3 2026 |
| SCHRODERS IS Ltd | 1706247 | $184.5M | 3 | last filed Q4 2022 |
| CERTIOR FINANCIAL GROUP, LLC | 2055620 | $184.5M | 143 | Q3 2026 |
| Daner Wealth Management, LLC | 1956649 | $184.5M | 96 | last filed Q2 2026 |
| WPG Advisers, LLC | 2067343 | $184.5M | 1,602 | Q3 2026 |
| Quadratic Capital Management LLC | 1697722 | $184.4M | 2 | Q3 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | 1509873 | $184.3M | 75 | Q3 2026 |
| Sanchez Levi Garrett | 2126627 | $184.3M | 74 | last filed Q2 2026 |