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 37 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 2105785 | $152.7M | 70 | Q3 2026 |
| TOWERVIEW LLC | 1166573 | $152.5M | 17 | last filed Q2 2026 |
| STONERIDGE INVESTMENT PARTNERS LLC | 1108831 | $152.5M | 146 | last filed Q2 2026 |
| Harpswell Capital Advisors, LLC | 1806630 | $152.4M | 43 | Q3 2026 |
| GraniteShares Advisors LLC | 1839545 | $152.3M | 90 | Q3 2026 |
| Caldwell Investment Management Ltd. | 1904373 | $152.3M | 33 | last filed Q2 2026 |
| Rex Capital Advisors, LLC | 1389307 | $152.3M | 25 | last filed Q4 2022 |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | 1685660 | $152.3M | 12 | last filed Q2 2026 |
| Redwood Park Advisors LLC | 2056274 | $152.2M | 351 | last filed Q2 2026 |
| Clayton Partners LLC | 1550509 | $152.2M | 44 | last filed Q2 2026 |
| Tannin Capital LLC | 2110834 | $152.2M | 169 | last filed Q2 2026 |
| Womack Financial LLC | 2107079 | $152.1M | 71 | Q3 2026 |
| IF Advisors, LLC | 2109472 | $152.1M | 60 | last filed Q2 2026 |
| Chung Wu Investment Group, LLC | 2054278 | $152.1M | 283 | last filed Q2 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | 2056577 | $152.1M | 263 | Q3 2026 |
| NESTEGG ADVISORS, INC. | 2062716 | $152.0M | 59 | Q3 2026 |
| WealthTrak Capital Management LLC | 2052710 | $152.0M | 77 | last filed Q2 2026 |
| Hoese & Co LLP | 1840268 | $152.0M | 173 | Q3 2026 |
| Northern Financial Advisors Inc | 1962457 | $152.0M | 102 | Q3 2026 |
| Themes Management Co LLC | 2107564 | $151.9M | 132 | Q3 2026 |
| Adelphi Trust Co | 2106968 | $151.9M | 113 | Q3 2026 |
| Leap Investments LP | 1779672 | $151.9M | 388 | last filed Q2 2020 |
| Advaya LLP | 2056686 | $151.8M | 6 | last filed Q2 2026 |
| True Light Capital Pte. Ltd. | 2107386 | $151.7M | 8 | last filed Q2 2026 |
| TTRF Capital Ltd | 2142345 | $151.7M | 13 | last filed Q2 2026 |
| Asset Planning,Inc | 2048547 | $151.6M | 327 | Q3 2026 |
| Jeter Robert S II | 2093023 | $151.5M | 81 | Q3 2026 |
| WINNACLE WEALTH LLC | 2079687 | $151.3M | 141 | Q3 2026 |
| White & Co Financial Planning Inc | 2039300 | $151.3M | 21 | Q3 2026 |
| Meritech Capital Associates V L.L.C. | 1613048 | $151.3M | 2 | last filed Q2 2026 |
| RPS ADVISORY SOLUTIONS LLC | 2031671 | $151.3M | 104 | last filed Q2 2026 |
| Gold Dragon Worldwide Asset Management Ltd | 1837241 | $151.3M | 2 | last filed Q2 2022 |
| A. D. Beadell Investment Counsel, Inc. | 1569102 | $151.2M | 100 | Q3 2026 |
| Mittelman Wealth Management | 2021464 | $151.2M | 53 | last filed Q2 2026 |
| Sanctuary Wealth Management, L.L.C. | 1728436 | $151.2M | 272 | last filed Q4 2024 |
| Orographic Financial Advisors, LLC | 2135775 | $151.2M | 105 | last filed Q2 2026 |
| Compass Financial Group, Inc. (Ohio) | 2115210 | $151.1M | 43 | Q3 2026 |
| JM2 Capital Inc. | 2103359 | $151.0M | 121 | Q3 2026 |
| Black Diamond Capital Management I, LLLP | 2084285 | $151.0M | 8 | last filed Q2 2026 |
| RIK SAYLOR FINANCIAL, INC. | 2045268 | $150.9M | 89 | last filed Q2 2026 |
| Planning Capital Management Corp | 2012016 | $150.9M | 779 | last filed Q3 2024 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | 2069337 | $150.9M | 53 | last filed Q2 2026 |
| SAGE ADVISORS, LLC | 2032121 | $150.8M | 48 | last filed Q4 2025 |
| Hamrick Investment Counsel, llc | 2126147 | $150.8M | 184 | last filed Q2 2026 |
| Blackstart Capital LP | 1666647 | $150.6M | 21 | last filed Q2 2020 |
| Paladin Advisory Group, LLC | 1899703 | $150.6M | 243 | last filed Q2 2026 |
| Robert Bosch GmbH | 1882360 | $150.5M | 3 | Q3 2026 |
| Stonebridge Financial Group, LLC / MO | 2109198 | $150.5M | 171 | last filed Q2 2026 |
| Richard Young Associates, Ltd. | 2107563 | $150.5M | 29 | last filed Q2 2026 |
| MOUNT VERNON ASSOCIATES INC /MD/ | 799003 | $150.4M | 58 | Q3 2026 |
| Hillswick Asset Management, LLC | 1310052 | $150.4M | 13 | last filed Q1 2019 |
| Sippican Capital Advisors | 1557406 | $150.4M | 99 | Q3 2026 |
| JUMP TRADING, LLC | 1127998 | $150.3M | 222 | last filed Q2 2020 |
| Quattro Advisors LLC | 2111158 | $150.3M | 58 | last filed Q2 2026 |
| PB INVESTMENT PARTNERS, L.P. | 1910391 | $150.2M | 9 | last filed Q2 2026 |
| Index Venture Growth Associates III Ltd | 1785453 | $150.2M | 2 | last filed Q2 2026 |
| Dorato Capital Management | 2095216 | $150.2M | 254 | Q3 2026 |
| Nicholson Meyer Capital Management, Inc. | 2065771 | $150.1M | 45 | last filed Q2 2026 |
| Madryn Select Opportunities, LP | 1889283 | $150.1M | 4 | last filed Q4 2021 |
| BRIDGER MANAGEMENT, LLC | 1166309 | $150.1M | 24 | last filed Q2 2026 |
| Kennondale Capital Management LLC | 2055199 | $150.1M | 80 | last filed Q2 2026 |
| Pratt Collard Advisory Partners LLC | 1728318 | $150.0M | 97 | last filed Q2 2021 |
| Elm3 Financial Group, LLC | 2011201 | $149.9M | 150 | Q3 2026 |
| Turn8 Private Wealth Inc. | 2070026 | $149.9M | 54 | last filed Q2 2026 |
| PW ADVISORS, LLC \ FL | 2095919 | $149.8M | 36 | last filed Q2 2026 |
| Sankala Group LLC | 2113426 | $149.8M | 631 | last filed Q2 2026 |
| Sovereign's Capital Management, LLC | 1911637 | $149.8M | 70 | last filed Q2 2026 |
| BHF RG Capital Inc. | 1802858 | $149.7M | 24 | last filed Q3 2021 |
| RAHLFS CAPITAL, LLC | 2056410 | $149.7M | 89 | Q3 2026 |
| Yorktown Management & Research Co Inc | 1313559 | $149.7M | 252 | Q3 2026 |
| PlanVest Financial, Inc | 2135239 | $149.7M | 597 | last filed Q2 2026 |
| Safe Harbor Family Capital, LLC | 2065810 | $149.7M | 57 | last filed Q2 2026 |
| Axiom Investment Management LLC | 1513703 | $149.7M | 528 | last filed Q2 2026 |
| Phillip James Consulting Co. | 2111830 | $149.6M | 332 | last filed Q2 2026 |
| Black Cypress Capital Management, LLC | 2022614 | $149.6M | 29 | last filed Q2 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | 2021818 | $149.6M | 60 | Q3 2026 |
| LTG Capital LLC | 1936987 | $149.5M | 24 | last filed Q2 2026 |
| EJF Capital LP | 1353254 | $149.5M | 72 | last filed Q2 2026 |
| Coquina Private Wealth LLC | 2103792 | $149.5M | 101 | Q3 2026 |
| PATHWAY WEALTH MANAGEMENT LLC | 2135623 | $149.5M | 30 | Q3 2026 |
| HC FINANCIAL ADVISORS INC | 784045 | $149.4M | 330 | last filed Q2 2022 |
| MVM Partners LLP | 1893459 | $149.3M | 1 | last filed Q3 2022 |
| SEVEN MILE ADVISORY | 1987932 | $149.3M | 165 | Q3 2026 |
| ACAS, LLC | 1859505 | $149.2M | 93 | last filed Q2 2025 |
| HOERTKORN RICHARD CHARLES | 1598177 | $149.2M | 71 | last filed Q2 2026 |
| Vennlight Capital Management, LP | 2013462 | $149.2M | 32 | last filed Q2 2026 |
| CANNELL CAPITAL LLC | 1058854 | $149.1M | 36 | last filed Q2 2026 |
| Newport Capital Group, LLC | 1869032 | $149.1M | 31 | Q3 2026 |
| Clear Retirement Advice LLC | 2112984 | $149.0M | 60 | Q3 2026 |
| Cassilly Financial Group LLC | 2090777 | $148.9M | 78 | Q3 2026 |
| HEFFERNAN ADVISORY, INC | 1536230 | $148.9M | 57 | Q3 2026 |
| Oder Investment Management, LLC | 1845109 | $148.9M | 113 | last filed Q2 2026 |
| RF&L WEALTH MANAGEMENT, LLC | 1965915 | $148.8M | 51 | Q3 2026 |
| Pine Haven Investment Counsel, Inc | 1899753 | $148.8M | 116 | last filed Q2 2026 |
| Hall Private Wealth Advisors | 1744091 | $148.8M | 39 | last filed Q3 2023 |
| Split Rock Private Trading & Wealth Management, LLC | 2095884 | $148.8M | 50 | Q3 2026 |
| FIDUCIARY ADVISORS, INC. | 2047030 | $148.8M | 144 | Q3 2026 |
| CARBONADO CAPITAL | 1641865 | $148.7M | 10 | last filed Q4 2018 |
| Forty-three Eighteen Advisors, LLC | 2116323 | $148.6M | 74 | last filed Q2 2026 |
| swisspartners Advisors Ltd | 1805754 | $148.4M | 23 | last filed Q2 2026 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2111369 | $148.4M | 92 | Q3 2026 |
| Northstar Financial Companies, Inc. | 2059828 | $148.4M | 117 | last filed Q2 2026 |
| Morgan Creek Capital Management, LLC | 1623781 | $148.4M | 15 | last filed Q2 2026 |
| MONETTA FINANCIAL SERVICES INC | 869179 | $148.4M | 59 | last filed Q2 2026 |
| Ivory Union Consulting Ltd | 2065347 | $148.4M | 3 | last filed Q2 2026 |
| Phil A. Younker & Associates, Ltd. | 2063635 | $148.4M | 29 | last filed Q2 2026 |
| Whipplewood Advisors, LLC | 2052510 | $148.3M | 200 | Q3 2026 |
| Perissos Private Wealth Management, LLC | 2023071 | $148.3M | 79 | last filed Q2 2026 |
| Nitor Capital Management LLC | 2019017 | $148.1M | 24 | last filed Q2 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | 928566 | $148.1M | 118 | Q3 2026 |
| RUDMAN ERROL M | 860189 | $148.1M | 28 | last filed Q1 2019 |
| 9823 Capital, L.P. | 1982920 | $148.1M | 33 | last filed Q2 2026 |
| MOON CAPITAL MANAGEMENT LP | 1387303 | $148.1M | 14 | last filed Q2 2026 |
| Oakmont Investment Advisors, Inc. | 2150170 | $148.0M | 114 | Q3 2026 |
| Harbour Wealth Management Group, Inc. | 2085855 | $148.0M | 89 | last filed Q2 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | 2058144 | $147.9M | 1,421 | Q3 2026 |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | 2044610 | $147.9M | 12 | last filed Q2 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | 2042011 | $147.8M | 110 | last filed Q2 2026 |
| Alcosta Capital Management, Inc. | 1842509 | $147.8M | 22 | last filed Q2 2026 |
| Essential Investment Partners LLC | 2145170 | $147.8M | 456 | Q3 2026 |
| Lionshead Wealth Management, LLC | 2056752 | $147.7M | 109 | Q3 2026 |
| MOULTON WEALTH MANAGEMENT, INC | 1792510 | $147.6M | 63 | Q3 2026 |
| BISLETT MANAGEMENT, LLC | 1425041 | $147.6M | 18 | last filed Q2 2026 |
| Green Alpha Advisors, LLC | 1439207 | $147.6M | 110 | Q3 2026 |
| LiftPoint Family Wealth Advisors LLC | 2110810 | $147.6M | 69 | last filed Q2 2026 |
| Cravens & Co Advisors, LLC | 1966116 | $147.5M | 61 | Q3 2026 |
| Ipsen Advisor Group LLC | 1964922 | $147.4M | 105 | Q3 2026 |
| IDG China Venture Capital Fund IV Associates L.P. | 1609021 | $147.3M | 4 | last filed Q2 2026 |
| Castlefield Investment Partners LLP | 2109835 | $147.3M | 35 | last filed Q2 2026 |
| Sonic Fund II, L.P. | 1771377 | $147.2M | 27 | last filed Q3 2022 |
| Cygnus Capital Advisors, LLC | 2114319 | $147.2M | 74 | last filed Q2 2026 |
| Junson Asset Management (Hong Kong) Ltd | 1832179 | $147.2M | 33 | last filed Q3 2022 |
| Stellar Capital Management, LLC | 1326918 | $147.1M | 75 | last filed Q2 2020 |
| DIAMANT ASSET MANAGEMENT, INC. | 1731124 | $147.1M | 81 | last filed Q2 2026 |
| Saber Capital Managment, LLC | 1911378 | $147.1M | 36 | last filed Q2 2026 |
| Reliant Investment Partners, LLC | 2069207 | $147.0M | 126 | last filed Q2 2026 |
| Mueller Wealth, LLC | 2110608 | $146.9M | 18 | last filed Q2 2026 |
| Advisory Services & Investments, LLC | 1862931 | $146.9M | 40 | last filed Q3 2024 |
| Markin Volterra Fund LP | 2073603 | $146.9M | 66 | last filed Q2 2026 |
| Nitorum Capital, L.P. | 1630243 | $146.8M | 23 | last filed Q2 2026 |
| VitalStone Financial, LLC | 1963478 | $146.8M | 495 | last filed Q3 2024 |
| Midwest Financial Network, LLC | 2137280 | $146.8M | 105 | Q3 2026 |
| BLODGETT WEALTH ADVISORS, LLC | 1907826 | $146.8M | 66 | Q3 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | 2109460 | $146.8M | 113 | last filed Q2 2026 |
| BRIA Capital Group, LLC | 2159086 | $146.7M | 73 | Q3 2026 |
| PVG ASSET MANAGEMENT CORP | 820434 | $146.7M | 122 | Q3 2026 |
| Arnold Financial Planning LLC | 2107020 | $146.7M | 45 | Q3 2026 |
| LB Partners LLC | 2007877 | $146.6M | 34 | last filed Q2 2026 |
| Peak Wealth Management LLC | 2094948 | $146.6M | 67 | Q3 2026 |
| VIRTUE ASSET MANAGEMENT LLC | 2094533 | $146.5M | 106 | Q3 2026 |
| Potomac Capital Management, Inc. | 1418746 | $146.5M | 65 | last filed Q2 2026 |
| Guild Investment Management, Inc. | 1317802 | $146.4M | 59 | last filed Q2 2026 |
| TMD & ASSOCIATES, INC | 1014358 | $146.4M | 45 | last filed Q2 2019 |
| Intrinsic Value Partners, LLC | 1910364 | $146.3M | 73 | last filed Q2 2026 |
| Susquehanna Capital Management, LLC | 1879628 | $146.3M | 1 | last filed Q2 2026 |
| LUMINUS MANAGEMENT LLC | 1279151 | $146.3M | 30 | last filed Q2 2026 |
| AHL INVESTMENT MANAGEMENT, INC. | 1908425 | $146.3M | 68 | last filed Q3 2025 |
| ASL Financial, LLC | 2105933 | $146.2M | 98 | Q3 2026 |
| Collier Financial | 1902901 | $146.2M | 141 | last filed Q2 2026 |
| Seneschal Advisors, LLC | 2039659 | $146.0M | 596 | last filed Q2 2026 |
| True Capital Management | 1697333 | $146.0M | 129 | last filed Q1 2023 |
| Woodside Wealth Management LLC | 2064883 | $145.9M | 43 | Q3 2026 |
| BFI Wealth Solutions, LLC | 2110651 | $145.9M | 84 | Q3 2026 |
| South Shore Capital Advisors | 1852993 | $145.8M | 157 | Q3 2026 |
| Wealth Management Solutions, LLC | 1905979 | $145.8M | 82 | last filed Q3 2023 |
| PSP Research LLC | 2106939 | $145.8M | 44 | Q3 2026 |
| Bridgelight Financial Advisors, Inc. | 2145102 | $145.8M | 46 | Q3 2026 |
| Post Resch Tallon Group Inc. | 2054476 | $145.7M | 138 | Q3 2026 |
| Tenzing Financial LLC | 2111360 | $145.6M | 84 | last filed Q2 2026 |
| Dentgroup LLC | 1867570 | $145.6M | 93 | last filed Q4 2025 |
| Delta Wealth Advisors LLC | 1970701 | $145.6M | 48 | Q3 2026 |
| Piscataqua Savings Bank | 1855835 | $145.5M | 410 | Q3 2026 |
| Keenan, LLC | 2111703 | $145.5M | 47 | Q3 2026 |
| FS Capital Partners VI, LLC | 1623580 | $145.5M | 1 | last filed Q4 2023 |
| OptiFour Integrated Wealth Management, LLC | 1775361 | $145.5M | 74 | last filed Q4 2019 |
| Greenhouse Wealth Management, LLC | 1843566 | $145.5M | 55 | Q3 2026 |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 2000490 | $145.4M | 61 | last filed Q3 2024 |
| WYNNEFIELD CAPITAL INC | 1251567 | $145.4M | 8 | last filed Q2 2026 |
| BINGHAM PRIVATE WEALTH, LLC | 2063211 | $145.3M | 178 | last filed Q2 2026 |
| Platt Investment Counsel, LLC | 1859195 | $145.3M | 15 | Q3 2026 |
| Corus Family Wealth Advisors | 1894830 | $145.2M | 82 | last filed Q2 2026 |
| McLaughlin Asset Management, Inc. | 2112239 | $145.2M | 96 | last filed Q2 2026 |
| Freedman Financial Associates, Inc. | 1846308 | $145.1M | 488 | last filed Q1 2022 |
| Tepp RIA, LLC | 2055925 | $145.1M | 51 | Q3 2026 |
| Anchor Capital Management Group Inc | 894119 | $145.1M | 15 | last filed Q2 2026 |
| LightSquare Wealth Management, LLC | 2118318 | $145.0M | 104 | last filed Q2 2026 |
| RITTER DANIHER FINANCIAL ADVISORY LLC | 1844428 | $145.0M | 242 | last filed Q1 2022 |
| Leibman Financial Services, Inc. | 2006661 | $145.0M | 45 | Q3 2026 |
| Clarity Retirement & Wealth, LLC | 2103352 | $144.9M | 32 | last filed Q2 2026 |
| AO Asset Management, LP | 1594585 | $144.9M | 25 | last filed Q2 2022 |
| SWP Investment Management LLC | 2098300 | $144.8M | 43 | last filed Q2 2026 |
| Pangea Capital Gestao de Recursos Ltda. | 2119167 | $144.8M | 11 | last filed Q2 2026 |
| Elizabeth Park Capital Advisors, Ltd. | 1600583 | $144.8M | 44 | last filed Q2 2026 |
| Jacobs Equity LLC | 2111761 | $144.7M | 121 | last filed Q2 2026 |
| Pinnacle West Asset Management, Inc. | 1975730 | $144.7M | 104 | last filed Q2 2026 |
| Lesa Sroufe & Co | 1492162 | $144.7M | 67 | Q3 2026 |
| MILFAM LLC | 1728825 | $144.7M | 14 | Q3 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | 2075393 | $144.6M | 98 | last filed Q2 2026 |
| Clifford Group, LLC | 1965522 | $144.6M | 86 | last filed Q2 2026 |
| Renaissance Capital LLC | 1535058 | $144.6M | 54 | Q3 2026 |
| Bright Futures Wealth Management, LLC. | 1803980 | $144.6M | 195 | Q3 2026 |
| Vanguard Capital Wealth Advisors | 1730578 | $144.6M | 128 | Q3 2026 |
| 4WEALTH ADVISORS, INC. | 2056676 | $144.6M | 144 | Q3 2026 |
| Ares Financial Consulting, LLC | 2106717 | $144.6M | 1,069 | Q3 2026 |
| LAWOOD & CO | 2109484 | $144.5M | 94 | Q3 2026 |
| SIERRA OCEAN, LLC | 2051715 | $144.5M | 72 | last filed Q2 2026 |
| New Covenant Trust Company, N.A. | 2023097 | $144.5M | 111 | Q3 2026 |
| DWR WEALTH MANAGEMENT, LLC | 2123012 | $144.3M | 58 | Q3 2026 |
| AFFINIA FINANCIAL GROUP, LLC | 1802862 | $144.3M | 35 | last filed Q2 2023 |
| Enhancing Capital LLC | 1909572 | $144.2M | 88 | Q3 2026 |
| Marble Bar Asset Management LLP | 1346570 | $144.2M | 42 | last filed Q2 2026 |
| K2 Financial Inc. | 2044711 | $144.2M | 61 | Q3 2026 |
| Exane Asset Management | 1666256 | $144.1M | 20 | Q3 2026 |
| Merited Wealth, LLC | 2123943 | $144.1M | 71 | Q3 2026 |
| Aquamarine Zurich AG | 1953324 | $144.1M | 7 | last filed Q2 2026 |
| Aflac Asset Management LLC | 1882466 | $144.1M | 1 | last filed Q4 2021 |
| Sharp Capital Gestora de Recursos Ltda. | 1818890 | $144.1M | 6 | last filed Q2 2026 |
| Carbahal Olsen Financial Services Group, LLC | 2052538 | $144.0M | 40 | last filed Q2 2026 |
| COREPATH WEALTH PARTNERS LLC | 1845838 | $144.0M | 32 | Q3 2026 |
| Hedges Asset Management LLC | 1906202 | $144.0M | 106 | Q3 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | 2110760 | $144.0M | 43 | Q3 2026 |
| Kaizen Advisory, LLC | 1669336 | $144.0M | 570 | last filed Q4 2018 |
| Prosperity Advisers, LLC | 2042930 | $143.9M | 46 | Q3 2026 |
| PLANWISER FINANCIAL, LLC | 2043741 | $143.9M | 50 | last filed Q2 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 1894044 | $143.8M | 40 | last filed Q2 2026 |
| Capital Market Strategies LLC | 1810158 | $143.8M | 139 | last filed Q2 2025 |
| Illumine Investment Management, LLC | 2052970 | $143.7M | 107 | Q3 2026 |
| FULCRUM WEALTH ADVISORS, LLC | 2108790 | $143.7M | 80 | Q3 2026 |
| SEMITAM BONAM LLC | 1922963 | $143.7M | 46 | Q3 2026 |
| Rubicon Advisors, GP | 2114679 | $143.6M | 89 | Q3 2026 |
| Madson Wealth Advisors Inc | 2129795 | $143.6M | 93 | Q3 2026 |
| AH Equity Partners Bio II, L.L.C. | 1725722 | $143.5M | 4 | last filed Q3 2022 |
| ACUTA CAPITAL PARTNERS, LLC | 1582844 | $143.5M | 23 | last filed Q2 2026 |
| DMC Group, LLC | 1893403 | $143.4M | 122 | Q3 2026 |
| Bank of Marin | 1801145 | $143.4M | 133 | last filed Q2 2026 |
| LongView Asset Management LLC | 2053960 | $143.4M | 51 | last filed Q4 2025 |
| RED CRANE WEALTH MANAGEMENT, LLC | 1686343 | $143.4M | 78 | Q3 2026 |
| Hofer & Associates. Inc | 1958491 | $143.4M | 78 | Q3 2026 |
| SIMA Wealth Partners, LLC | 2135539 | $143.3M | 138 | Q3 2026 |
| Slocum, Gordon & Co LLP | 1993325 | $143.3M | 66 | Q3 2026 |
| SECTORAL ASSET MANAGEMENT INC | 1274413 | $143.3M | 82 | last filed Q2 2026 |
| SACKS & ASSOCIATES, LLC | 2145868 | $143.2M | 79 | Q3 2026 |
| SONNIPE LTD | 1946733 | $143.2M | 1 | last filed Q2 2026 |
| OTA Financial Group L.P. | 1317346 | $143.2M | 7 | last filed Q2 2023 |
| Spotlight Asset Group, Inc. | 1809159 | $143.2M | 260 | last filed Q2 2024 |
| Maxele Advisors, LLC | 2096567 | $143.1M | 98 | last filed Q2 2026 |
| Geier Asset Management, Inc. | 1848930 | $143.1M | 83 | last filed Q2 2021 |
| Vienna Asset Management LLC | 1913545 | $143.0M | 73 | last filed Q2 2026 |
| Vested Financial Planning, LLC | 2044679 | $143.0M | 30 | Q3 2026 |
| WESTERN FINANCIAL Corp | 106077 | $143.0M | 93 | last filed Q3 2022 |