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 35 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| MRJ CAPITAL INC | 1160099 | $173.2M | 50 | last filed Q4 2021 |
| Covestor Ltd | 1909846 | $173.2M | 2,833 | last filed Q2 2026 |
| Asset Management Advisors, LLC | 1596355 | $173.1M | 17 | Q3 2026 |
| STAGE HARBOR FINANCIAL, LLC | 1934721 | $173.1M | 64 | last filed Q2 2026 |
| 1623 Capital LLC | 1811034 | $173.1M | 22 | last filed Q2 2024 |
| American Institute for Advanced Investment Management, LLP | 1805824 | $173.1M | 159 | last filed Q2 2026 |
| Gutierrez Wealth Advisory, LLC | 1965923 | $173.0M | 70 | last filed Q2 2026 |
| 6th Street Advisors, LLC | 2102803 | $173.0M | 61 | Q3 2026 |
| Teton Advisors, LLC | 2086025 | $173.0M | 157 | last filed Q2 2026 |
| BENNICAS & ASSOCIATES, INC. | 1056821 | $173.0M | 97 | last filed Q4 2022 |
| Invariant Investment Management | 1850871 | $173.0M | 69 | Q3 2026 |
| Concorde Asset Management, LLC | 1631773 | $172.8M | 152 | last filed Q2 2026 |
| Sterling Manor Financial, LLC | 1842015 | $172.7M | 37 | Q3 2026 |
| Family Legacy Financial Solutions, LLC | 2076068 | $172.7M | 51 | Q3 2026 |
| Kylin Management LLC | 1512384 | $172.6M | 7 | last filed Q4 2021 |
| DeLarme Wealth Management, Inc. | 2070361 | $172.5M | 68 | last filed Q2 2026 |
| Guided Capital Wealth Management, LLC | 1849618 | $172.4M | 37 | Q3 2026 |
| DOHENY ASSET MANAGEMENT /CA | 936936 | $172.4M | 61 | last filed Q2 2026 |
| Fundamenta Capital S.A. | 2088289 | $172.4M | 14 | last filed Q2 2026 |
| AGH Wealth Advisors, LLC | 2061010 | $172.4M | 126 | Q3 2026 |
| Atala Financial Inc | 2053756 | $172.4M | 121 | Q3 2026 |
| Investidor Profissional Gestao de Recursos Ltda. | 1953154 | $172.3M | 18 | last filed Q2 2026 |
| Cannon Advisors, Inc. | 1805370 | $172.3M | 108 | Q3 2026 |
| Gimbal Financial | 1835206 | $172.3M | 58 | Q3 2026 |
| BOSTON MOUNTAIN MONEY MANAGEMENT INC | 2022846 | $172.2M | 64 | last filed Q3 2024 |
| Stevens First Principles Investment Advisors | 1388076 | $172.2M | 165 | last filed Q2 2019 |
| Aspire Growth Partners LLC | 2055568 | $172.1M | 128 | last filed Q2 2026 |
| Networth Advisors, LLC | 2099019 | $172.1M | 383 | last filed Q2 2026 |
| Stonekeep Investments, LLC | 2032486 | $172.0M | 78 | Q3 2026 |
| Plaisance Capital LLC | 1761269 | $172.0M | 21 | last filed Q2 2022 |
| Coastwise Capital Group, LLC | 1934500 | $172.0M | 143 | last filed Q2 2026 |
| Processus Wealth & Capital Management, LLC | 2014209 | $171.9M | 36 | Q3 2026 |
| Roof Advisory Group, Inc. | 1596212 | $171.9M | 31 | last filed Q2 2019 |
| Beacon Wealthcare, Inc | 1107576 | $171.9M | 10 | last filed Q4 2020 |
| Gambit Capital Management, LLC | 2107464 | $171.8M | 103 | last filed Q2 2026 |
| Del-Sette Capital Management, LLC | 1610580 | $171.8M | 49 | Q3 2026 |
| Collaborative Fund Advisors, LLC | 2132074 | $171.8M | 182 | last filed Q2 2026 |
| WealthTrust-Arizona, LLC | 1424447 | $171.7M | 678 | last filed Q4 2018 |
| NORTHLAND SECURITIES, INC. | 1006938 | $171.7M | 117 | last filed Q2 2026 |
| Cribstone Capital Management, LLC | 1667163 | $171.7M | 413 | last filed Q4 2022 |
| Long Path Partners Fund, LP | 1751978 | $171.7M | 8 | last filed Q1 2022 |
| Welch Financial Planning, LLC | 2085141 | $171.6M | 71 | last filed Q2 2026 |
| waypoint wealth counsel | 1807909 | $171.6M | 161 | Q3 2026 |
| BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 1282197 | $171.6M | 13 | last filed Q2 2025 |
| MontVue Capital Management, Inc. | 2008758 | $171.3M | 73 | Q3 2026 |
| Lakeside Advisors, INC. | 1913467 | $171.3M | 66 | Q3 2026 |
| Pingora Partners LLC | 2011176 | $171.3M | 182 | last filed Q2 2026 |
| CORNERSTONE ENTERPRISES, LLC | 1987314 | $171.2M | 51 | Q3 2026 |
| TopTier Wealth Management, LLC | 2109367 | $171.1M | 133 | Q3 2026 |
| Evansbrook LLC | 2069478 | $171.1M | 126 | Q3 2026 |
| SLT Holdings LLC | 2052222 | $171.1M | 153 | Q3 2026 |
| Alexis Investment Partners, LLC | 2054271 | $171.0M | 38 | last filed Q2 2026 |
| SECURITY ASSET MANAGEMENT | 899211 | $170.9M | 76 | last filed Q1 2023 |
| Petros Family Wealth, LLC | 2004963 | $170.9M | 131 | Q3 2026 |
| Truehand, Inc | 1302720 | $170.8M | 189 | last filed Q4 2021 |
| Marathon Strategic Advisors, LLC | 2021711 | $170.7M | 50 | Q3 2026 |
| State of Wisconsin - Board of Commissioners of Public Lands | 1967732 | $170.5M | 7 | Q3 2026 |
| Greytown Advisors Inc. | 1672829 | $170.5M | 71 | last filed Q2 2024 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | 2111372 | $170.4M | 86 | Q3 2026 |
| Wilson & Boucher Capital Management, LLC | 1903579 | $170.4M | 121 | last filed Q2 2026 |
| Banco de Sabadell, S.A | 1730299 | $170.4M | 61 | last filed Q2 2026 |
| Pfizer Inc | 78003 | $170.4M | 17 | last filed Q2 2026 |
| Aquamarine Capital Management, LLC | 1404599 | $170.2M | 12 | last filed Q2 2022 |
| NDWM LLC | 1818386 | $170.2M | 38 | last filed Q2 2026 |
| HarbourVest Partners LLC | 1201001 | $170.0M | 6 | last filed Q2 2026 |
| Gordian Advisors LLC | 2011856 | $170.0M | 65 | last filed Q2 2026 |
| Capstone Wealth Management Group, Inc. | 2140601 | $170.0M | 123 | Q3 2026 |
| Sarver Vrooman Wealth Advisors | 2076215 | $170.0M | 142 | Q3 2026 |
| Pensionfund PDN | 1297731 | $170.0M | 72 | Q3 2026 |
| OEP CAPITAL ADVISORS, L.P. | 1817681 | $170.0M | 1 | last filed Q2 2026 |
| Chatterton & Associates Inc. | 2102688 | $169.9M | 101 | last filed Q2 2026 |
| Binnacle Investments Inc | 2060308 | $169.9M | 940 | last filed Q3 2025 |
| Apex Wealth Management, LLC | 2056695 | $169.9M | 60 | Q3 2026 |
| Aspetuck Financial Management LLC | 2048608 | $169.9M | 79 | last filed Q2 2026 |
| Credit Capital Investments LLC | 1631208 | $169.9M | 41 | Q3 2026 |
| Jackson Wealth Management, LLC | 1536799 | $169.9M | 86 | last filed Q2 2026 |
| Mainstream Capital Management LLC | 2043084 | $169.9M | 302 | Q3 2026 |
| HEMMING& WEALTH MANAGEMENT, INC. | 1782624 | $169.8M | 16 | Q3 2026 |
| Coombe, Bender & Co LLC | 1812902 | $169.8M | 75 | last filed Q2 2024 |
| Nicholson Wealth Management Group, LLC | 2035982 | $169.7M | 109 | last filed Q2 2026 |
| Watson Rebecca | 1795711 | $169.7M | 81 | last filed Q3 2020 |
| Employers Holdings, Inc. | 1379041 | $169.7M | 144 | last filed Q1 2021 |
| Christian Investment Advisors, Inc. | 2055071 | $169.7M | 14 | last filed Q2 2026 |
| Aegis Wealth Management, Inc. | 2096565 | $169.5M | 131 | Q3 2026 |
| Penbrook Management LLC | 1381055 | $169.5M | 102 | Q3 2026 |
| Arsenal Capital Advisors LLC | 2109474 | $169.5M | 107 | last filed Q2 2026 |
| Hellman & Friedman LLC | 1462335 | $169.5M | 1 | last filed Q2 2020 |
| EnCap Energy Capital Fund XII, L.P. | 1970507 | $169.3M | 1 | last filed Q4 2025 |
| ELLERSON GROUP INC /ADV | 935570 | $169.3M | 64 | last filed Q2 2026 |
| Tailwinds Wealth, LLC | 2109222 | $169.3M | 89 | last filed Q2 2026 |
| Palacios Wealth Management, LLC | 2053829 | $169.2M | 76 | last filed Q2 2026 |
| Rare Wolf Capital LLC | 2105393 | $169.1M | 117 | Q3 2026 |
| Community Bank of Raymore | 1599923 | $169.1M | 73 | Q3 2026 |
| J Digital 6 LLC | 2090663 | $169.1M | 3 | last filed Q2 2026 |
| Williams & Novak Wealth Management, LLC | 1998419 | $169.0M | 148 | Q3 2026 |
| Aevitas Wealth Management, Inc. | 1722117 | $169.0M | 114 | last filed Q4 2022 |
| Planning Strategies Inc. | 2139665 | $168.9M | 1,156 | Q3 2026 |
| Daniel Investment Group, Inc. | 2144243 | $168.9M | 33 | last filed Q2 2026 |
| Fairbanks Capital Management, Inc. | 1681372 | $168.9M | 48 | last filed Q2 2026 |
| Pacific Park Financial, Inc. | 2107255 | $168.9M | 81 | Q3 2026 |
| Wealthsimple US, Ltd. | 1811613 | $168.9M | 23 | last filed Q1 2021 |
| bLong Financial, LLC | 1943004 | $168.8M | 82 | Q3 2026 |
| Axecap Investments, LLC | 2030036 | $168.7M | 77 | Q3 2026 |
| 365 WMG Private Fund I: Primus Fund LLC | 2070463 | $168.7M | 77 | Q3 2026 |
| NORTH DALLAS BANK & TRUST CO | 2035144 | $168.7M | 113 | last filed Q2 2026 |
| Athena Investment Management | 1921093 | $168.7M | 132 | last filed Q2 2026 |
| CIGOGNE MANAGEMENT SA | 2047346 | $168.6M | 79 | last filed Q4 2024 |
| MFA Wealth Services | 1989379 | $168.5M | 133 | Q3 2026 |
| Piedmont Capital Management, LLC/NC | 2108281 | $168.5M | 125 | Q3 2026 |
| Bravias Capital Group, LLC | 2054328 | $168.5M | 97 | last filed Q2 2026 |
| Grace Capital | 1441646 | $168.5M | 143 | last filed Q4 2021 |
| Azarias Capital Management, L.P. | 1625279 | $168.4M | 23 | Q3 2026 |
| Lumature Wealth Partners, LLC | 1843558 | $168.4M | 384 | last filed Q2 2023 |
| EIGHT 31 FINANCIAL, LLC | 2011328 | $168.2M | 66 | last filed Q2 2026 |
| Vann Equity Management LLC | 2018412 | $168.2M | 174 | Q3 2026 |
| Cross Staff Investments Inc | 1900406 | $168.1M | 130 | Q3 2026 |
| CBM Financial, LLC | 2055702 | $168.1M | 16 | last filed Q2 2026 |
| SENTRY INVESTMENT MANAGEMENT LLC | 89014 | $168.0M | 1 | last filed Q2 2026 |
| ORACLE INVESTMENT MANAGEMENT INC | 1012622 | $167.9M | 22 | last filed Q4 2025 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 2011649 | $167.9M | 104 | last filed Q2 2026 |
| Valpey Financial Services, LLC | 2077991 | $167.9M | 76 | last filed Q2 2026 |
| Karl Kapital LLC | 2058849 | $167.9M | 25 | last filed Q2 2026 |
| Catalina Capital Group, LLC | 2018090 | $167.9M | 173 | last filed Q1 2026 |
| Runnymede Capital Advisors, Inc. | 2054540 | $167.9M | 77 | last filed Q2 2026 |
| RiverTree Advisors, LLC | 1872501 | $167.9M | 70 | Q3 2026 |
| Vector Capital, Ltd. | 1780631 | $167.8M | 1 | last filed Q4 2019 |
| Orca Wealth Management, LLC | 2043765 | $167.8M | 84 | Q3 2026 |
| PINCUS CAPITAL MANAGEMENT, LP | 2109652 | $167.7M | 52 | last filed Q2 2026 |
| Vilga Financial Planning LLC | 2083456 | $167.6M | 102 | Q3 2026 |
| AdviceOne Advisory Services, LLC | 1998980 | $167.6M | 42 | Q3 2026 |
| Boxwood Ventures, Inc. | 1885946 | $167.5M | 37 | last filed Q2 2026 |
| General Equity Holdings LP | 1700362 | $167.5M | 13 | last filed Q2 2026 |
| Index Venture Growth Associates IV Ltd | 1865141 | $167.5M | 2 | last filed Q2 2026 |
| Fairscale Capital, LLC | 2032350 | $167.4M | 441 | last filed Q2 2026 |
| Eddie Patel Inc | 2078760 | $167.3M | 127 | last filed Q2 2026 |
| Genesis Wealth Advisors, LLC | 1637241 | $167.3M | 72 | last filed Q2 2026 |
| Davis Capital Management | 1811806 | $167.3M | 1,175 | Q3 2026 |
| Jordan Park Trust Co LLC | 2051108 | $167.2M | 17 | Q3 2026 |
| THOMPSON DAVIS & CO., INC. | 1017284 | $167.2M | 168 | last filed Q2 2026 |
| Collar Capital Management, LLC | 2056719 | $167.2M | 68 | Q3 2026 |
| Lummis Asset Management, LP | 2011652 | $167.2M | 221 | last filed Q2 2026 |
| Serenity Capital LLC | 1706018 | $167.1M | 7 | last filed Q1 2025 |
| AMARA FINANCIAL, LLC. | 1934965 | $167.1M | 48 | last filed Q2 2026 |
| Certus Wealth Management, LLC | 1989526 | $167.1M | 58 | last filed Q3 2025 |
| Avantra Family Wealth, Inc. | 1774744 | $167.1M | 162 | Q3 2026 |
| HM Capital Management, LLC | 1367786 | $167.1M | 56 | last filed Q3 2022 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 2060368 | $167.0M | 40 | last filed Q2 2026 |
| U S WEALTH GROUP, LLC. | 1554427 | $167.0M | 47 | last filed Q2 2026 |
| SANTA MONICA PARTNERS LP | 904793 | $167.0M | 13 | Q3 2026 |
| Custos Family Office, LLC | 1904423 | $166.9M | 67 | last filed Q2 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 1551727 | $166.9M | 106 | Q3 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 1015877 | $166.8M | 84 | last filed Q2 2026 |
| ICA Group Wealth Management, LLC | 1944579 | $166.7M | 793 | last filed Q2 2024 |
| Ackerman Asset Management, LLC | 2067071 | $166.7M | 38 | last filed Q2 2026 |
| Evergreen Wealth Partners LLC | 2101006 | $166.7M | 89 | last filed Q2 2026 |
| Three Magnolias Financial Advisors, LLC | 2056795 | $166.6M | 106 | Q3 2026 |
| KEATING WEALTH MANAGEMENT LLC | 1922796 | $166.6M | 45 | last filed Q1 2024 |
| Grand Alliance Asset Management Ltd | 1986124 | $166.5M | 15 | last filed Q2 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 1991983 | $166.5M | 118 | Q3 2026 |
| REAL ESTATE MANAGEMENT SERVICES LLC | 1177018 | $166.5M | 37 | last filed Q4 2021 |
| IAT REINSURANCE CO LTD. | 1633625 | $166.5M | 77 | last filed Q2 2026 |
| Copia Wealth Management | 2058771 | $166.5M | 570 | last filed Q2 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | 946310 | $166.5M | 98 | Q3 2026 |
| Keystone Financial Services, LLC | 2046033 | $166.4M | 61 | last filed Q2 2026 |
| Harber Asset Management LLC | 1387921 | $166.4M | 39 | last filed Q2 2026 |
| Hickory Point Bank & Trust | 2039144 | $166.3M | 465 | Q3 2026 |
| Family Asset Management, LLC | 1961278 | $166.2M | 209 | last filed Q3 2024 |
| LFA - Lugano Financial Advisors SA | 1737871 | $166.2M | 274 | last filed Q2 2026 |
| Lifetime Wealth Management P.C. | 2116339 | $166.2M | 88 | Q3 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | 1903321 | $166.1M | 90 | Q3 2026 |
| LDIC Inc. | 2140580 | $166.1M | 19 | Q3 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | 2110106 | $166.0M | 53 | last filed Q2 2026 |
| ALBERT D MASON INC | 1169318 | $165.8M | 140 | Q3 2026 |
| Seven Hills Financial, LLC | 2153041 | $165.8M | 109 | Q3 2026 |
| Good Steward Wealth Advisors,LLC | 2060772 | $165.6M | 71 | last filed Q2 2026 |
| VERITY Wealth Advisors | 1763138 | $165.6M | 81 | last filed Q2 2026 |
| Michael J. Porro & Co. Financial Advisors, Inc. | 2158818 | $165.5M | 134 | Q3 2026 |
| McBroom & Associates, LLC | 1908893 | $165.5M | 33 | Q3 2026 |
| JDH Wealth Management, LLC | 2022512 | $165.4M | 59 | Q3 2026 |
| Newport Wealth Strategies, Inc. | 1730882 | $165.4M | 111 | last filed Q3 2021 |
| GRATIA CAPITAL, LLC | 1599793 | $165.4M | 29 | last filed Q2 2026 |
| Copley Financial Group, Inc. | 2045258 | $165.4M | 118 | last filed Q2 2026 |
| Anchorage Capital Advisors, L.P. | 2007642 | $165.3M | 4 | last filed Q2 2026 |
| Mascagni Wealth Management, Inc. | 2063074 | $165.3M | 140 | Q3 2026 |
| Nautilus Advisors LLC | 2083253 | $165.3M | 172 | Q3 2026 |
| Navigate Wealth Management, LLC | 2127791 | $165.3M | 81 | Q3 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 753967 | $165.3M | 63 | Q3 2026 |
| Lansing Management LP | 1691908 | $165.2M | 13 | last filed Q2 2026 |
| Nokota Management, LP | 1535176 | $165.1M | 63 | last filed Q4 2021 |
| Multicoin Capital Management, LLC | 2017172 | $165.1M | 2 | last filed Q2 2026 |
| SJBENEN ADVISORY, LLC | 1813225 | $165.0M | 29 | Q3 2026 |
| Framtiden Holdings Management Co LLC | 2112734 | $165.0M | 6 | last filed Q2 2026 |
| Randall & Associates Wealth Management | 2011901 | $165.0M | 54 | Q3 2026 |
| Foresight Global Investors, Inc. | 1973323 | $165.0M | 32 | last filed Q2 2026 |
| HAHN CAPITAL MANAGEMENT LLC | 1171592 | $164.9M | 31 | last filed Q2 2026 |
| Ahara Advisors LLC | 2116771 | $164.9M | 61 | Q3 2026 |
| Nabity-Jensen Investment Management Inc | 2044851 | $164.9M | 70 | Q3 2026 |
| PIAR LLC | 2054677 | $164.8M | 86 | Q3 2026 |
| Midwest Wealth Management Inc. | 1844894 | $164.8M | 102 | last filed Q1 2022 |
| Laraway Financial Advisors Inc | 1908275 | $164.7M | 140 | last filed Q2 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | 1666624 | $164.7M | 92 | last filed Q2 2026 |
| Ares Systematic Credit Ltd | 2135379 | $164.7M | 242 | last filed Q2 2026 |
| HC Advisors, LLC | 1803295 | $164.7M | 62 | last filed Q2 2026 |
| McAlvany Wealth Management LLC | 2123857 | $164.7M | 47 | Q3 2026 |
| Boyce & Associates Wealth Consulting, Inc. | 1922884 | $164.7M | 79 | Q3 2026 |
| Lighthouse Wealth Management Inc. | 2042810 | $164.7M | 50 | Q3 2026 |
| Somnio Financial Group, LLC | 2034894 | $164.6M | 14 | Q3 2026 |
| Better Money Decisions, LLC | 1858428 | $164.6M | 74 | last filed Q2 2025 |
| Pandora Wealth, Inc. | 2045414 | $164.6M | 224 | last filed Q4 2025 |
| FORERUNNER VENTURES MANAGEMENT, LLC | 1909850 | $164.5M | 1 | last filed Q2 2026 |
| McGinn Penninger Investment Management, Inc. | 1845031 | $164.5M | 38 | last filed Q2 2026 |
| Teton Advisors, Inc. | 1444874 | $164.3M | 184 | last filed Q2 2025 |
| Flagship Capital Management Inc. | 2106796 | $164.3M | 52 | Q3 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | 2147314 | $164.3M | 24 | Q3 2026 |
| Velan Capital Investment Management LP | 1848809 | $164.2M | 50 | last filed Q2 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 1419099 | $164.1M | 74 | last filed Q2 2026 |
| Regis Acquisition Inc. | 1984125 | $164.0M | 40 | last filed Q2 2024 |
| Simcoe Capital LLC | 2109203 | $164.0M | 36 | last filed Q2 2026 |
| Ferox Capital Management LP | 1343232 | $163.9M | 37 | last filed Q1 2020 |
| Breakout Capital Partners, LP | 1935243 | $163.9M | 8 | last filed Q2 2026 |
| Campion Asset Management | 1843492 | $163.9M | 83 | last filed Q2 2026 |
| SpringVest Wealth Management LLC | 2058986 | $163.9M | 81 | Q3 2026 |
| Kolinsky Wealth Management, LLC | 1904326 | $163.8M | 174 | last filed Q4 2024 |
| S&A Financial Services, Inc. | 2140428 | $163.8M | 88 | last filed Q2 2026 |
| Meadow Creek Wealth Advisors LLC | 1801107 | $163.8M | 139 | last filed Q2 2026 |
| Broadview Financial Management, LLC | 1697024 | $163.8M | 43 | last filed Q2 2026 |
| Lumina Fund Management LLC | 1511847 | $163.7M | 3 | last filed Q4 2023 |
| Lancaster Investment Management | 1630064 | $163.7M | 10 | Q3 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | 2008554 | $163.7M | 99 | Q3 2026 |
| Climber Capital SA | 2011229 | $163.7M | 66 | Q3 2026 |
| Holistic Financial Partners | 1729304 | $163.6M | 120 | last filed Q2 2026 |
| INCOME RESEARCH & MANAGEMENT | 1165830 | $163.6M | 33 | Q3 2026 |
| BURR FINANCIAL SERVICES, LLC | 1966297 | $163.5M | 26 | Q3 2026 |
| North Fourth Asset Management, LP | 1715329 | $163.5M | 34 | last filed Q3 2023 |
| Totem Point Management, LLC | 1759364 | $163.5M | 18 | last filed Q2 2026 |
| WATERFALL ASSET MANAGEMENT, LLC | 1570717 | $163.4M | 18 | last filed Q2 2026 |
| LifePro Asset Management | 1838533 | $163.4M | 149 | last filed Q3 2024 |
| REXFORD CAPITAL INC | 2081847 | $163.3M | 300 | last filed Q2 2026 |
| KG Capital Management | 1771687 | $163.3M | 133 | Q3 2026 |
| HBC Financial Services, PLLC | 1802872 | $163.2M | 181 | last filed Q4 2024 |
| Cooksen Wealth, LLC | 2016393 | $163.2M | 44 | Q3 2026 |
| Atlantic Private Wealth, LLC | 1893143 | $163.2M | 301 | last filed Q2 2026 |
| Zeit Capital LLC | 1808163 | $163.1M | 46 | Q3 2026 |
| Gem Investment Advisors, LLC | 1580018 | $163.1M | 35 | last filed Q2 2026 |
| Mercuria Capital Strategies, LLC | 2048079 | $163.1M | 23 | last filed Q2 2026 |
| Cushing Capital Partners, LLC | 2054827 | $163.0M | 113 | Q3 2026 |
| Future Financial Wealth Managment LLC | 1801892 | $163.0M | 128 | Q3 2026 |
| Generation Capital Management LLC | 2054384 | $163.0M | 83 | last filed Q2 2026 |
| Opulen Financial Group LLC | 2055099 | $162.9M | 116 | Q3 2026 |
| VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 1127889 | $162.9M | 67 | last filed Q1 2020 |