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 40 of 48, ranked by reported value.
| Filer | CIK | Reported value | Positions | Quarter |
|---|---|---|---|---|
| Smith Asset Management Co., LLC | 2068217 | $122.7M | 73 | Q3 2026 |
| Fairlight Advisors | 2147136 | $122.6M | 30 | last filed Q2 2026 |
| AMERICAN ASSET MANAGEMENT INC. | 1569454 | $122.6M | 33 | last filed Q2 2026 |
| Noven Financial Group, Inc. | 1536442 | $122.6M | 36 | last filed Q1 2020 |
| SFAM, LLC | 1713286 | $122.6M | 262 | last filed Q2 2026 |
| Walsh & Associates, LLC | 2135144 | $122.4M | 245 | last filed Q2 2026 |
| WORLDLY PARTNERS MANAGEMENT, LLC | 1904574 | $122.4M | 3 | last filed Q2 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | 2110449 | $122.4M | 27 | last filed Q2 2026 |
| Birchwood Financial Partners, Inc. | 2110062 | $122.3M | 352 | last filed Q2 2026 |
| Guardian Capital, LLC | 2083963 | $122.3M | 79 | last filed Q2 2026 |
| High Point Wealth Management, LLC | 2106882 | $122.2M | 250 | last filed Q2 2026 |
| LPF Advisors LLC | 1799556 | $122.2M | 34 | last filed Q1 2025 |
| Taal Capital Management LP | 1811243 | $122.2M | 34 | last filed Q2 2021 |
| Sensato Investors LLC | 1605826 | $122.1M | 27 | last filed Q1 2020 |
| Bredin Investment LLC | 1710440 | $122.1M | 75 | last filed Q4 2019 |
| WFA of San Diego, LLC | 1821407 | $122.1M | 94 | last filed Q2 2026 |
| JHP Wealth Management, LLC | 2110669 | $122.1M | 40 | last filed Q2 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | 1128074 | $122.1M | 91 | Q3 2026 |
| Coral Wealth Management, LLC | 2135133 | $122.1M | 17 | last filed Q2 2026 |
| Fure Financial Corp | 841802 | $122.1M | 34 | last filed Q3 2022 |
| Financial Management, Inc. | 2143070 | $122.0M | 46 | last filed Q2 2026 |
| HICKS CAPITAL MANAGEMENT LLC | 2062978 | $122.0M | 39 | Q3 2026 |
| Moneda S.A. Administradora General de Fondos | 1536361 | $122.0M | 31 | last filed Q2 2026 |
| Hobbs Wealth Management, LLC | 2019202 | $121.9M | 21 | Q3 2026 |
| Vines Capital Management, LLC | 2110678 | $121.9M | 90 | last filed Q2 2026 |
| Crescent Sterling, Ltd. | 1962005 | $121.9M | 92 | Q3 2026 |
| CAMG Solamere Management, LLC | 1698094 | $121.8M | 83 | last filed Q3 2021 |
| Luma Capital S.A. - SPF | 2087462 | $121.8M | 13 | Q3 2026 |
| Clientfirst Wealth Management, LLC | 1915494 | $121.7M | 53 | last filed Q2 2026 |
| Greenline Wealth Management LLC | 2111541 | $121.7M | 131 | last filed Q2 2026 |
| SILVERHAWK ASSET MANAGEMENT, LLC | 1910078 | $121.6M | 33 | last filed Q2 2023 |
| Drystone LLC | 1910462 | $121.6M | 18 | last filed Q2 2026 |
| Portus Wealth Advisors, LLC | 2097516 | $121.6M | 50 | Q3 2026 |
| Torrey-Payne Wealth Management, LLC | 2112151 | $121.6M | 39 | last filed Q2 2026 |
| Lotus Asset Management LLC | 2153440 | $121.5M | 47 | Q3 2026 |
| ETF Store, Inc. | 1911470 | $121.5M | 109 | Q3 2026 |
| INSTITUTIONAL VENTURE MANAGEMENT XV, LLC | 1640275 | $121.5M | 3 | last filed Q2 2026 |
| DB Fitzpatrick & Co, Inc | 1885767 | $121.5M | 100 | Q3 2026 |
| CFO CAPITAL MANAGEMENT LLC | 2114167 | $121.5M | 104 | last filed Q1 2026 |
| Pandowealth. LLC | 2143045 | $121.5M | 18 | last filed Q2 2026 |
| Alexander Randolph Advisory, Inc. | 874816 | $121.4M | 41 | last filed Q2 2026 |
| SUMMIT INVESTMENT ADVISORS, INC. | 2055275 | $121.4M | 55 | last filed Q2 2025 |
| Shorepath Capital Management LLC | 2012685 | $121.3M | 23 | last filed Q2 2025 |
| JD Financial Services Inc. | 1840561 | $121.3M | 39 | last filed Q4 2021 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 2147212 | $121.3M | 237 | Q3 2026 |
| Chapman Investment Management, LLC | 1751006 | $121.2M | 27 | last filed Q2 2026 |
| Hardworking Capital Advisors, LLC | 2098583 | $121.2M | 83 | Q3 2026 |
| Wall Capital Group, Inc. | 1699803 | $121.2M | 32 | Q3 2026 |
| STRATEGIC CAPITAL ADVISERS, INC. | 1731127 | $121.1M | 59 | last filed Q2 2022 |
| Pathlight Investors LLC | 1767326 | $121.1M | 105 | last filed Q4 2018 |
| North Forty Two & Co. | 2055134 | $121.1M | 106 | Q3 2026 |
| Fundsmith Long/Short Master Fund | 1813932 | $121.0M | 29 | last filed Q1 2021 |
| FORTERIS WEALTH MANAGEMENT INC. | 2107238 | $121.0M | 69 | Q3 2026 |
| HICKORY ASSET MANAGEMENT, INC. | 2053626 | $120.9M | 91 | last filed Q2 2025 |
| MKD WEALTH COACHES, LLC | 1536549 | $120.9M | 34 | Q3 2026 |
| 3 FACTOR INDEXING, LLC | 2135169 | $120.9M | 420 | Q3 2026 |
| Maiden Cove Capital, LLC | 2037009 | $120.8M | 66 | last filed Q4 2024 |
| Kavi Asset Management, LP | 1641042 | $120.8M | 12 | last filed Q2 2019 |
| Portfolio Resources Advisor Group, Inc. | 2038285 | $120.8M | 194 | Q3 2026 |
| Drum Hill Capital, LLC | 2054679 | $120.8M | 47 | Q3 2026 |
| Independent Wealth Advisors LLC | 2136099 | $120.7M | 79 | Q3 2026 |
| KOONCE CALVIN SCOTT | 1026013 | $120.7M | 2 | last filed Q4 2023 |
| Stoic Point Capital Management LLC | 2043279 | $120.6M | 69 | last filed Q2 2026 |
| Battery Partners VIII, LLC | 1542631 | $120.6M | 1 | last filed Q4 2018 |
| Defined Financial Planning LLC | 2056559 | $120.6M | 65 | last filed Q3 2025 |
| KDK Private Wealth Management, LLC | 1776910 | $120.6M | 57 | last filed Q2 2026 |
| Viaable, LLC | 1995984 | $120.5M | 36 | last filed Q2 2026 |
| NDVR, Inc. | 2011247 | $120.5M | 121 | last filed Q4 2025 |
| Twin Cities Retirement Group LLC | 2109366 | $120.5M | 27 | Q3 2026 |
| Clarfeld Financial Advisors, LLC | 1766347 | $120.5M | 523 | last filed Q4 2018 |
| Global Thematic Partners, LLC | 1511381 | $120.3M | 15 | last filed Q2 2020 |
| Milestone Advisory Partners | 1819679 | $120.2M | 70 | last filed Q3 2023 |
| Mirabaud Asset Management Ltd | 1680493 | $120.2M | 49 | last filed Q2 2026 |
| RHL GROUP, LLC | 2066311 | $120.2M | 271 | last filed Q2 2026 |
| Blom & Howell Financial Planning, Inc. | 2136102 | $120.1M | 67 | last filed Q2 2026 |
| NEXTHERA CAPITAL LP | 1646343 | $120.1M | 23 | last filed Q2 2019 |
| Payne Capital LLC | 2094426 | $120.0M | 59 | last filed Q2 2026 |
| Blue Line Capital, LLC / IL | 2111406 | $119.9M | 77 | last filed Q2 2026 |
| Walthausen & Co., LLC | 1483339 | $119.8M | 95 | last filed Q3 2022 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | 789307 | $119.8M | 50 | last filed Q2 2026 |
| BankChampaign, National Association | 2135773 | $119.8M | 202 | Q3 2026 |
| HighRoad Wealth Advisors, LLC | 2079807 | $119.7M | 39 | Q3 2026 |
| January Capital Advisors LLC | 1855967 | $119.7M | 55 | last filed Q2 2026 |
| Cypress Capital Management LLC (WY) | 1633896 | $119.6M | 213 | last filed Q2 2026 |
| BDL CAPITAL MANAGEMENT | 1907208 | $119.6M | 17 | last filed Q4 2023 |
| Cooke Wealth Management, LLC | 2093659 | $119.6M | 38 | Q3 2026 |
| Grand Central Investment Group | 1844893 | $119.6M | 40 | last filed Q2 2026 |
| Aryeh Capital Management Ltd. | 1803120 | $119.5M | 12 | last filed Q3 2025 |
| Morangie Management LLC | 2056670 | $119.4M | 36 | Q3 2026 |
| Lion Long Term Partners LP | 1951388 | $119.4M | 2 | last filed Q4 2022 |
| 1015 Capital Partners, LLC | 2133991 | $119.4M | 609 | last filed Q2 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 2109861 | $119.3M | 49 | Q3 2026 |
| Ankerstar Wealth, LLC | 2053917 | $119.3M | 989 | last filed Q2 2026 |
| Red Mountain Financial, LLC | 1997650 | $119.2M | 82 | last filed Q2 2026 |
| Bannerstone Capital Management, LLC | 2083499 | $119.1M | 113 | last filed Q2 2026 |
| CSat Investment Advisory, L.P. | 1483801 | $119.1M | 520 | last filed Q1 2021 |
| Oakmont Advisory Group, LLC | 2115370 | $119.1M | 526 | last filed Q2 2026 |
| Clio Asset Management LLC | 1986196 | $119.0M | 15 | Q3 2026 |
| CYPRESS GROWTH FUND III LP | 925824 | $119.0M | 32 | last filed Q3 2021 |
| Finhabits Advisors LLC | 2106949 | $118.9M | 15 | last filed Q2 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | 2107537 | $118.9M | 77 | Q3 2026 |
| Wisconsin Wealth Advisors, LLC | 2073891 | $118.9M | 84 | Q3 2026 |
| Belleair Asset Management, LLC | 2108102 | $118.8M | 84 | last filed Q2 2026 |
| EnCap Energy Capital Fund IX, L.P. | 1565683 | $118.8M | 1 | last filed Q4 2024 |
| Bretton Capital Management, LLC | 2043671 | $118.8M | 20 | Q3 2026 |
| Western Pacific Wealth Management, LP | 1907320 | $118.7M | 180 | Q3 2026 |
| Ruggiero Investments, Inc. | 2110677 | $118.7M | 89 | last filed Q2 2026 |
| Yong Rong (HK) Asset Management Ltd | 1738071 | $118.6M | 15 | last filed Q2 2026 |
| Naples Money Management LLC | 2008660 | $118.4M | 376 | last filed Q3 2024 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | 1909570 | $118.3M | 56 | last filed Q2 2026 |
| Align Wealth Management, LLC | 1961312 | $118.3M | 219 | last filed Q4 2022 |
| Worthington Financial Partners, LLC | 2111427 | $118.2M | 98 | Q3 2026 |
| Better Way Financial, LLC | 1817720 | $118.2M | 9 | last filed Q2 2026 |
| KMT WEALTH MANAGEMENT, LLC | 2058235 | $118.2M | 121 | last filed Q2 2026 |
| Peck Wealth Management, LLC | 2135125 | $118.2M | 135 | Q3 2026 |
| Midway Capital Research & Management | 2115416 | $118.1M | 50 | Q3 2026 |
| Masterton Capital Management, LP | 1817145 | $118.1M | 24 | last filed Q2 2026 |
| Wheels Up Wealth, Inc. | 2107618 | $118.1M | 25 | Q3 2026 |
| AlphaCentric Advisors LLC | 1913464 | $118.0M | 259 | last filed Q2 2026 |
| CURTIS WEALTH MANAGEMENT LLC | 2108708 | $118.0M | 55 | last filed Q2 2026 |
| Starfox Financial Services, LLC | 1908885 | $117.9M | 29 | last filed Q1 2024 |
| Fortress Financial Solutions, LLC | 2039501 | $117.9M | 66 | Q3 2026 |
| White Elm Capital, LLC | 1425294 | $117.8M | 24 | last filed Q4 2019 |
| Cannon Capital Management, Inc. | 2100130 | $117.7M | 28 | last filed Q2 2026 |
| TrustWell Financial Advisors, LLC | 2133429 | $117.7M | 74 | Q3 2026 |
| Turner Capital Investments, LLC | 2106280 | $117.6M | 6 | Q3 2026 |
| RESOLUTE FINANCIAL, LLC | 1908859 | $117.6M | 111 | last filed Q4 2022 |
| Obion Capital Management LP | 2011555 | $117.6M | 16 | last filed Q2 2026 |
| Larry Mathis Financial Planning, LLC | 2118274 | $117.5M | 116 | Q3 2026 |
| Arrow Capital Pty Ltd | 2005134 | $117.5M | 25 | last filed Q2 2026 |
| RVB CAPITAL MANAGEMENT LLC | 1721568 | $117.5M | 36 | last filed Q1 2022 |
| Curat Global, LLC | 2063003 | $117.5M | 256 | Q3 2026 |
| All Season Financial Advisors, Inc. | 1746810 | $117.5M | 94 | last filed Q3 2024 |
| GPS Wealth Strategies Group, LLC | 1731837 | $117.4M | 582 | last filed Q4 2025 |
| Merrithew & Thorsten Inc | 2107460 | $117.4M | 105 | last filed Q2 2026 |
| ASA Gold & Precious Metals Ltd | 1230869 | $117.3M | 16 | last filed Q3 2019 |
| Envision Financial Transparency, LLC | 2080849 | $117.2M | 59 | last filed Q2 2026 |
| INVESTED ADVISORS | 2090165 | $117.2M | 162 | Q3 2026 |
| ROAM Global Management LP | 1744238 | $117.2M | 11 | last filed Q2 2021 |
| PARK CIRCLE Co | 1546592 | $117.2M | 53 | last filed Q2 2026 |
| ORBA Wealth Advisors, L.L.C. | 2010248 | $117.2M | 81 | Q3 2026 |
| Monetary Solutions, Ltd | 2112370 | $117.1M | 636 | Q3 2026 |
| Bedminster, LLC | 2087564 | $117.1M | 51 | last filed Q2 2026 |
| Entelevest, LLC | 2109595 | $117.0M | 112 | last filed Q2 2026 |
| Green Court Capital Management Ltd | 1710785 | $117.0M | 3 | last filed Q2 2026 |
| IFC & Insurance Marketing, Inc. | 2095709 | $117.0M | 87 | Q3 2026 |
| Strategic Wealth Advisors LLC | 2107449 | $116.9M | 260 | last filed Q2 2026 |
| Markin Asset Management, LP | 2110806 | $116.9M | 47 | last filed Q2 2026 |
| Aware Asset Management, Inc. | 1829985 | $116.8M | 2 | last filed Q4 2020 |
| KILNER CAPITAL ADVISORS, LLC | 2109522 | $116.7M | 18 | last filed Q2 2026 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | 928400 | $116.7M | 50 | last filed Q2 2026 |
| RED TREE MANAGEMENT, LLC | 2055980 | $116.7M | 3 | Q3 2026 |
| V. M. MANNING & CO., INC. | 62061 | $116.7M | 53 | last filed Q2 2026 |
| Advisory Advocates, LLC | 2111697 | $116.6M | 188 | last filed Q2 2026 |
| Phoenician Capital LLC | 1766752 | $116.6M | 12 | last filed Q4 2022 |
| E&R Wealth Management, LLC | 2109932 | $116.6M | 12 | Q3 2026 |
| One River Asset Management, LLC | 1616336 | $116.5M | 74 | Q3 2026 |
| Minot DeBlois Advisors LLC | 1475933 | $116.5M | 240 | last filed Q2 2026 |
| KITCHING PARTNERS, LLC | 2010145 | $116.4M | 40 | last filed Q2 2026 |
| Pursuit Wealth Management LLC | 2106233 | $116.4M | 118 | last filed Q4 2025 |
| WealthCare Asset Management, LLC | 2034181 | $116.4M | 54 | Q3 2026 |
| Teca Partners, LP | 1910154 | $116.3M | 8 | last filed Q2 2026 |
| FELL CAPITAL MANAGEMENT /ADV | 850601 | $116.3M | 94 | Q3 2026 |
| Financially in Tune, LLC | 2113970 | $116.3M | 77 | last filed Q1 2026 |
| Shepherd Street Advisors LLC | 2110060 | $116.3M | 85 | Q3 2026 |
| Paradigm Capital Management, LLC/NV | 1910312 | $116.2M | 65 | last filed Q2 2026 |
| Accuvest Global Advisors | 1497637 | $116.2M | 78 | last filed Q2 2026 |
| Catherine Avery Investment Management LLC | 2103454 | $116.2M | 172 | Q3 2026 |
| Retireful, LLC | 1919176 | $116.1M | 86 | Q3 2026 |
| J.M. Arbour, LLC | 2099154 | $116.0M | 132 | last filed Q2 2026 |
| OakTrust Wealth Advisors, LLC | 2113908 | $116.0M | 69 | last filed Q2 2026 |
| CVI Holdings, LLC | 1728194 | $116.0M | 144 | last filed Q2 2024 |
| Rovida Advisors Inc. | 1653857 | $116.0M | 12 | last filed Q3 2025 |
| SFI Advisors, LLC | 1911308 | $115.9M | 55 | last filed Q2 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | 1027694 | $115.9M | 34 | last filed Q2 2026 |
| MLP3, LLC | 2109061 | $115.8M | 110 | Q3 2026 |
| Stembrook Asset Management, LLC | 2109734 | $115.8M | 51 | last filed Q2 2026 |
| Force Hill Capital Management LP | 1799793 | $115.8M | 30 | last filed Q3 2023 |
| Robert B. Daugherty Foundation | 1515721 | $115.7M | 1 | Q3 2026 |
| Vistica Wealth Advisors, LLC | 2109247 | $115.6M | 54 | last filed Q2 2026 |
| Priebe Wealth Holdings LLC | 2009646 | $115.5M | 53 | last filed Q2 2025 |
| Jefferson Bridge Capital, LLC | 2102009 | $115.4M | 53 | last filed Q2 2026 |
| Investment Insight Wealth Management, LLC | 1737917 | $115.4M | 44 | last filed Q2 2026 |
| Bluebird Wealth Management LLC | 2104503 | $115.3M | 89 | last filed Q2 2026 |
| 21 West Wealth Management LLC | 2067541 | $115.2M | 64 | Q3 2026 |
| Titiun Yejiel | 2118914 | $115.2M | 39 | last filed Q2 2026 |
| Aubrey Capital Management Ltd | 1730754 | $115.2M | 38 | Q3 2026 |
| Foothills Asset Management, Ltd. | 1357975 | $115.1M | 65 | last filed Q1 2020 |
| Noble Wealth Partners LLC | 2147372 | $115.1M | 76 | last filed Q2 2026 |
| Ebert Capital Management Inc. | 2102530 | $115.1M | 29 | Q3 2026 |
| RESTRUCTURING CAPITAL ASSOCIATES LP | 1012091 | $115.1M | 11 | last filed Q1 2019 |
| Montgomery Financial Services LLC | 2149844 | $115.0M | 334 | last filed Q2 2026 |
| Helium Advisors LLC | 2056653 | $115.0M | 102 | Q3 2026 |
| Alan B Lancz & Associates, Inc. | 1897835 | $115.0M | 138 | last filed Q2 2026 |
| Value Investment Professionals, LLC | 2110205 | $114.9M | 101 | Q3 2026 |
| Parsonex Advisory Services, Inc. | 2107398 | $114.9M | 50 | last filed Q2 2026 |
| MORGAN JESS S & CO INC | 1133335 | $114.9M | 36 | last filed Q3 2022 |
| GAINLINE FINANCIAL PARTNERS, LLC | 2149002 | $114.8M | 54 | Q3 2026 |
| MEMBERS CAPITAL ADVISORS INC | 1025421 | $114.8M | 7 | Q3 2026 |
| Vavra Capital Management, LLC | 2106605 | $114.7M | 24 | Q3 2026 |
| Townsend Financial Planning, LLC | 2110688 | $114.7M | 30 | last filed Q2 2026 |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | 2054680 | $114.7M | 36 | last filed Q2 2026 |
| RUTABAGA CAPITAL MANAGEMENT LLC/MA | 1128239 | $114.7M | 47 | last filed Q3 2022 |
| Bey-Douglas LLC | 2011271 | $114.6M | 56 | last filed Q1 2026 |
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT | 1535254 | $114.6M | 1 | Q3 2026 |
| GGV Capital LLC | 1829132 | $114.5M | 8 | last filed Q4 2024 |
| Cedrus Wealth Group LLC | 2134767 | $114.5M | 51 | last filed Q2 2026 |
| MERCATO PARTNERS GROWTH III GP, LLC | 2060676 | $114.4M | 1 | last filed Q4 2025 |
| Salesforce, Inc. | 1108524 | $114.4M | 2 | last filed Q4 2022 |
| Premier Private Wealth Management LLC | 2056550 | $114.3M | 60 | last filed Q2 2026 |
| Lakehouse Capital Pty Ltd | 1844830 | $114.1M | 12 | Q3 2026 |
| VV Manager LLC | 1735804 | $114.0M | 4 | last filed Q2 2020 |
| Explore Capital Management, LLC | 2026286 | $114.0M | 11 | last filed Q2 2026 |
| TSG Consumer Partners LP | 1910156 | $114.0M | 1 | last filed Q2 2026 |
| Fremen Capital Management LP | 2064172 | $114.0M | 14 | last filed Q2 2026 |
| Lane Generational LLC | 1901384 | $113.9M | 43 | last filed Q2 2026 |
| Doman Group, LLC | 1913771 | $113.8M | 80 | last filed Q4 2021 |
| Unified Investment Management | 2054855 | $113.8M | 143 | Q3 2026 |
| Standard Family Office LLC | 1809494 | $113.8M | 31 | last filed Q2 2026 |
| DCM International VI, Ltd. | 1908879 | $113.7M | 3 | last filed Q3 2022 |
| WINTRUST INVESTMENTS LLC | 49096 | $113.6M | 427 | last filed Q4 2024 |
| SYNTAX ADVISORS, LLC | 1858294 | $113.5M | 195 | last filed Q3 2023 |
| Briggs Wealth Management, Inc | 2109156 | $113.5M | 62 | Q3 2026 |
| Mountain Road Advisors, LLC | 1753564 | $113.4M | 17 | last filed Q3 2020 |
| Eleva Capital SAS | 2054496 | $113.2M | 26 | Q3 2026 |
| Tiger Eye Capital LLC | 1569175 | $113.1M | 35 | last filed Q2 2022 |
| Ally Bridge Group (NY) LLC | 1822947 | $113.1M | 25 | last filed Q2 2026 |
| Redwood Family Wealth LLC | 2116118 | $113.0M | 105 | Q3 2026 |
| JBGlobal.com LLC | 2051348 | $113.0M | 35 | Q3 2026 |
| MSRH, LLC | 2122489 | $112.9M | 29 | last filed Q1 2026 |
| Clear Point Advisors Inc. | 2010474 | $112.8M | 93 | last filed Q2 2026 |
| Catalyst Investment Management LLC | 2055584 | $112.7M | 74 | Q3 2026 |
| FinArc Investments, Inc. | 2133911 | $112.7M | 58 | Q3 2026 |
| Ark Wealth Advisors LLC | 2110109 | $112.7M | 87 | last filed Q2 2026 |
| SMITH THOMAS W | 926688 | $112.6M | 5 | last filed Q2 2026 |
| OFC FINANCIAL PLANNING, LLC | 2052590 | $112.6M | 56 | last filed Q2 2026 |
| Variant Private Wealth, LLC | 2054798 | $112.6M | 45 | Q3 2026 |
| Royal Palms Capital LLC | 2107886 | $112.6M | 55 | Q3 2026 |
| Broyhill Asset Management, LLC | 1966057 | $112.5M | 77 | last filed Q2 2026 |
| Stonebridge Wealth Management, LLC | 2082460 | $112.4M | 35 | Q3 2026 |
| Teucrium Investment Advisors, LLC | 2055352 | $112.4M | 47 | last filed Q2 2026 |
| MCMILLION CAPITAL MANAGEMENT INC | 1079930 | $112.3M | 196 | last filed Q2 2023 |
| ZENITH SOLUTIONS, INC. | 1948435 | $112.3M | 85 | Q3 2026 |
| Emergence GP Partners, LLC | 1589115 | $112.3M | 4 | last filed Q2 2026 |
| Vericrest Private Wealth | 1912300 | $112.2M | 41 | Q3 2026 |
| NORTHSTAR CAPITAL MANAGEMENT LLC | 1730709 | $112.2M | 88 | last filed Q3 2019 |
| Fortune Financial Group, Inc. | 2106311 | $112.2M | 88 | Q3 2026 |
| Haven Global Partners, LLC | 2051846 | $112.1M | 9 | Q3 2026 |
| Traub Capital Management LLC | 2079207 | $112.1M | 132 | last filed Q2 2026 |
| TOWN LANE MANAGEMENT LP | 2019534 | $112.0M | 3 | last filed Q2 2026 |