| Snow Phipps Group, LLC | 1698661 | $325.9M | 2 | Q2 2026 |
| Sycale Advisors (NY) LLC | 1811522 | $325.9M | 24 | Q2 2026 |
| New Perspectives, Inc | 1909565 | $325.9M | 49 | Q2 2026 |
| FAMILY WEALTH PARTNERS, LLC | 2016217 | $325.8M | 109 | Q2 2026 |
| Thomas J. Herzfeld Advisors, Inc. | 1509510 | $325.8M | 129 | Q2 2026 |
| Whitnell & Co. | 1569173 | $325.7M | 268 | last filed Q4 2019 |
| Cook Street Consulting, Inc. | 1916464 | $325.6M | 2 | last filed Q1 2024 |
| Wilkerson Advisory Group LLC | 2079661 | $325.6M | 620 | Q2 2026 |
| Triton Wealth Management, PLLC | 1791126 | $325.5M | 133 | Q2 2026 |
| S.A. Mason LLC | 1800911 | $325.5M | 282 | Q2 2026 |
| Mullooly Asset Management, Inc. | 1950591 | $324.9M | 60 | Q2 2026 |
| SYKON CAPITAL LLC | 1988408 | $324.8M | 112 | Q2 2026 |
| Bishop & Co Investment Management, LLC | 1603276 | $324.8M | 26 | Q2 2026 |
| GUARDIAN POINT CAPITAL, LP | 1595932 | $324.8M | 14 | Q2 2026 |
| Wellington Grp LLC | 2134013 | $324.6M | 394 | Q2 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | 1986389 | $324.6M | 188 | Q2 2026 |
| Proquility Private Wealth Partners, LLC | 1844911 | $324.5M | 82 | last filed Q1 2025 |
| NCM Capital Management, LLC | 1907054 | $324.5M | 194 | Q2 2026 |
| Pinnacle Holdings, LLC | 1411784 | $324.4M | 237 | Q2 2026 |
| NWK Group, Inc. | 1803054 | $324.2M | 71 | Q2 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | 1063516 | $324.2M | 31 | Q2 2026 |
| Silver Heights Capital Management Inc | 1705712 | $324.1M | 4 | Q2 2026 |
| Bluesphere Advisors LLC | 1844108 | $323.9M | 121 | Q2 2026 |
| BROADVIEW ADVISORS LLC | 1255858 | $323.9M | 70 | last filed Q2 2019 |
| Investment Research & Advisory Group, Inc. | 1802136 | $323.9M | 314 | Q2 2026 |
| Equius Partners, Inc. | 1911084 | $323.9M | 28 | last filed Q4 2022 |
| Wealth Quarterback LLC | 1803386 | $323.8M | 171 | Q2 2026 |
| MAGARIAN CAPITAL MANAGEMENT, LLC | 2134981 | $323.8M | 11 | Q2 2026 |
| Legacy Bridge, LLC | 1689144 | $323.8M | 322 | Q2 2026 |
| HF Advisory Group, LLC | 1963169 | $323.5M | 168 | Q2 2026 |
| Orion Capital Management LLC | 1846758 | $323.5M | 511 | Q2 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | 2053807 | $323.4M | 184 | Q2 2026 |
| National Wealth Management Group, LLC | 1977723 | $323.4M | 226 | Q2 2026 |
| United Community Bank | 2000314 | $323.4M | 534 | Q2 2026 |
| Walker Financial Services, Inc. | 1965479 | $323.3M | 45 | Q2 2026 |
| Kenora Financial, LLC | 1990080 | $323.2M | 133 | Q2 2026 |
| Naman Capital Ltda | 1946136 | $323.1M | 11 | Q2 2026 |
| Granger Management LLC | 1842881 | $322.8M | 15 | Q2 2026 |
| Forefront Wealth Partners, LLC | 2068112 | $322.7M | 177 | Q2 2026 |
| Sharper & Granite LLC | 1959415 | $322.7M | 109 | Q2 2026 |
| Royal Harbor Partners, LLC | 1801876 | $322.7M | 56 | Q2 2026 |
| Sophron Capital Management L.P. | 2027142 | $322.7M | 43 | Q2 2026 |
| Prosperity Financial Group, Inc. | 1991334 | $322.6M | 184 | Q2 2026 |
| Quantum Financial Planning Services, Inc. | 2050169 | $322.5M | 58 | Q2 2026 |
| Northstar Advisory Group, LLC | 1816000 | $322.5M | 119 | Q2 2026 |
| CURIO WEALTH, LLC | 2049201 | $322.3M | 78 | Q2 2026 |
| S SQUARED TECHNOLOGY, LLC | 1322924 | $322.3M | 33 | Q2 2026 |
| Squadron Capital Management LLC | 2050709 | $322.2M | 38 | Q2 2026 |
| Westshore Wealth, LLC | 1806366 | $322.1M | 107 | Q2 2026 |
| Jackson, Grant Investment Advisers, Inc. | 1650300 | $322.0M | 421 | Q2 2026 |
| EnCap Investments L.P. | 1290910 | $322.0M | 3 | Q2 2026 |
| Ketron Financial | 2113129 | $321.9M | 64 | Q2 2026 |
| AJ Advisors, LLC | 1951167 | $321.8M | 37 | Q2 2026 |
| MKT Advisors LLC | 1906802 | $321.8M | 155 | Q2 2026 |
| Sonoma Allocations LLC | 2084965 | $321.8M | 118 | Q2 2026 |
| Realta Investment Advisors | 1776792 | $321.8M | 378 | Q2 2026 |
| HALL LAURIE J TRUSTEE | 1388382 | $321.6M | 103 | Q2 2026 |
| Hapanowicz & Associates Financial Services, Inc | 1695959 | $321.5M | 37 | Q2 2026 |
| Nine Ten Capital Management LLC | 1635236 | $321.3M | 8 | Q2 2026 |
| HALL CAPITAL MANAGEMENT CO INC | 1122490 | $321.2M | 107 | Q2 2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1327944 | $321.1M | 153 | Q2 2026 |
| Selkirk Management LLC | 1565432 | $321.0M | 13 | Q2 2026 |
| RJA Asset Management LLC | 1671817 | $320.9M | 4 | Q2 2026 |
| Glass Jacobson Investment Advisors llc | 1964394 | $320.9M | 618 | Q2 2026 |
| GE INVESTMENT MANAGEMENT CORP. | 1125824 | $320.9M | 4 | Q2 2026 |
| TMB Capital Partners, LLC | 2111931 | $320.6M | 177 | Q2 2026 |
| Hugh Johnson Advisors LLC | 1336098 | $320.4M | 92 | last filed Q2 2019 |
| Leisure Capital Management | 1631507 | $320.4M | 157 | Q2 2026 |
| Biltmore Wealth Management, LLC | 1598102 | $320.4M | 58 | Q2 2026 |
| Aft, Forsyth & Sober, LLC | 1566801 | $320.0M | 60 | Q2 2026 |
| EWG Elevate Inc. | 1765278 | $320.0M | 119 | last filed Q3 2025 |
| Samalin Investment Counsel, LLC | 1544366 | $320.0M | 334 | Q2 2026 |
| INVESTMENT PARTNERS, LTD. | 1050068 | $319.9M | 167 | Q2 2026 |
| JW Asset Management, LLC | 1549738 | $319.9M | 21 | Q2 2026 |
| Passive Capital Management, LLC. | 1958250 | $319.8M | 94 | Q2 2026 |
| Prospera Capital Management, LLC | 2082673 | $319.8M | 63 | Q2 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 1674836 | $319.8M | 82 | Q2 2026 |
| Global Trust Asset Management, LLC | 1729672 | $319.7M | 463 | Q2 2026 |
| Fairhaven Wealth Management, LLC | 1767056 | $319.7M | 116 | last filed Q4 2024 |
| Burns Matteson Capital Management, LLC | 1894164 | $319.7M | 189 | Q2 2026 |
| SELDON CAPITAL LP | 1867731 | $319.6M | 74 | Q2 2026 |
| BURKETT FINANCIAL SERVICES, LLC | 1762716 | $319.6M | 266 | Q2 2026 |
| WRAPMANAGER INC | 1266014 | $319.6M | 150 | Q2 2026 |
| Key Bridge Compliance, LLC | 1986042 | $319.5M | 114 | last filed Q3 2023 |
| Charles-Lim Capital Ltd | 1634255 | $319.4M | 6 | Q2 2026 |
| Tiller Private Wealth, Inc. | 1663649 | $319.3M | 69 | Q2 2026 |
| Shaker Financial Services, LLC | 1511794 | $319.2M | 148 | Q2 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 1908288 | $319.2M | 175 | Q2 2026 |
| Centerline Wealth Advisors, LLC | 1802059 | $319.2M | 79 | Q2 2026 |
| Axiom Financial Strategies, LLC | 1831985 | $319.1M | 34 | Q2 2026 |
| Powers Advisory Group, LLC | 1927474 | $319.1M | 130 | Q2 2026 |
| Sound View Wealth Advisors, LLC | 1767243 | $319.0M | 248 | last filed Q1 2019 |
| KARPAS STRATEGIES, LLC | 1127544 | $318.8M | 117 | last filed Q2 2024 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 1935000 | $318.8M | 206 | last filed Q4 2025 |
| THOR TRADING ADVISORS, LLC | 2057073 | $318.7M | 39 | Q2 2026 |
| Skyline Advisors, Inc. | 1843832 | $318.7M | 123 | Q2 2026 |
| Berkeley, Inc | 2051965 | $318.7M | 86 | Q2 2026 |
| Summa Corp. | 1954929 | $318.6M | 83 | Q2 2026 |
| Arcadia Wealth Management, LLC | 1964226 | $318.6M | 66 | Q2 2026 |
| BEACON INVESTMENT ADVISORS LLC | 1961635 | $318.5M | 178 | Q2 2026 |
| Chanos & Co LP | 1446440 | $318.2M | 29 | last filed Q3 2023 |
| Chaney Capital Management, Inc. | 2012041 | $318.1M | 45 | Q2 2026 |
| ShoreHaven Wealth Partners, LLC | 1844922 | $317.9M | 106 | Q2 2026 |
| SITTNER & NELSON, LLC | 1846138 | $317.9M | 614 | Q2 2026 |
| Nixon Capital, LLC | 1846352 | $317.8M | 19 | Q2 2026 |
| GoodHaven Capital Management, LLC | 1542300 | $317.7M | 24 | Q2 2026 |
| Cambridge Financial Group, LLC | 2085256 | $317.6M | 155 | Q2 2026 |
| Mills Wealth Advisors LLC | 2029294 | $317.6M | 76 | Q2 2026 |
| Boothe Investment Group, Inc. | 1749798 | $317.4M | 38 | Q2 2026 |
| Genesee Capital Advisors, LLC | 1652348 | $317.3M | 172 | Q2 2026 |
| THEORY FINANCIAL LLC | 1899158 | $317.3M | 99 | Q2 2026 |
| WEALTHSPAN PARTNERS, LLC | 1909805 | $317.3M | 129 | Q2 2026 |
| Medallion Wealth Advisors, LLC | 2131139 | $317.3M | 1,220 | Q2 2026 |
| Montanaro Asset Management Ltd | 1831133 | $317.2M | 42 | Q2 2026 |
| TICINO WEALTH | 2105416 | $317.1M | 135 | Q2 2026 |
| Deer VII & Co. Ltd. | 1540726 | $317.0M | 1 | last filed Q3 2021 |
| Powell Investment Advisors, LLC | 1802195 | $316.8M | 167 | Q2 2026 |
| Fourth Dimension Wealth, LLC | 2056691 | $316.3M | 679 | Q2 2026 |
| Nvest Financial, LLC | 1915315 | $316.3M | 150 | Q2 2026 |
| BALANCED WEALTH GROUP LLC | 2009783 | $316.3M | 78 | Q2 2026 |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 825052 | $316.2M | 377 | last filed Q4 2020 |
| LOUNTZIS ASSET MANAGEMENT, LLC | 1821168 | $316.1M | 55 | Q2 2026 |
| ETFIDEA, LLC | 1957148 | $316.1M | 113 | last filed Q3 2024 |
| Richmond Investment Services, LLC | 2031991 | $316.1M | 145 | Q2 2026 |
| Ceros Financial Services Inc. | 1536022 | $316.0M | 189 | last filed Q1 2019 |
| Reilly Herbert Faulkner III | 1599813 | $315.9M | 56 | last filed Q1 2021 |
| IMZ Advisory Inc | 2017735 | $315.8M | 38 | Q2 2026 |
| ENZI WEALTH | 1887441 | $315.7M | 76 | Q2 2026 |
| Ranch Capital Advisors Inc. | 1793269 | $315.7M | 157 | Q2 2026 |
| Sterling Financial Group, Inc. | 1991301 | $315.5M | 73 | last filed Q3 2025 |
| AH Equity Partners LSV I, L.L.C. | 1772287 | $315.4M | 4 | last filed Q3 2023 |
| Tencap Wealth Coaching, LLC | 2107751 | $315.4M | 20 | Q2 2026 |
| Partnervest Advisory Services LLC | 1532516 | $315.3M | 247 | last filed Q3 2020 |
| Meros Investment Management, LP | 1911372 | $315.2M | 50 | Q2 2026 |
| Trinity Wealth Management, LLC | 1685364 | $315.2M | 75 | Q2 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | 90108 | $315.1M | 285 | Q2 2026 |
| VMS Asset Management Limited | 2107719 | $315.0M | 33 | Q2 2026 |
| TAGStone Capital, Inc. | 1903044 | $314.6M | 139 | Q2 2026 |
| Thomist Capital Management, LP | 1767809 | $314.6M | 45 | Q2 2026 |
| Inlight Wealth Management, LLC | 1731795 | $314.6M | 62 | Q2 2026 |
| Longitude (Cayman) Ltd. | 1664999 | $314.3M | 30 | Q2 2026 |
| MMA ASSET MANAGEMENT LLC | 1842667 | $314.3M | 181 | Q2 2026 |
| Mosley Wealth Management | 2011849 | $314.3M | 781 | Q2 2026 |
| AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN | 943719 | $314.2M | 1 | Q2 2026 |
| CYPRESS FUNDS LLC | 1081198 | $314.1M | 14 | Q2 2026 |
| Malaga Cove Capital, LLC | 1603001 | $314.1M | 185 | Q2 2026 |
| Delaney Dennis R | 1661536 | $314.0M | 61 | Q2 2026 |
| Stonebridge Financial Planning Group, LLC | 1802494 | $313.9M | 183 | Q2 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | 906396 | $313.8M | 162 | last filed Q1 2026 |
| Praetorian PR LLC | 1949877 | $313.8M | 14 | Q2 2026 |
| Macro Advisors, Inc. | 1821406 | $313.7M | 45 | Q2 2026 |
| Merk Investments LLC | 1302842 | $313.5M | 11 | Q2 2026 |
| Kalehua Capital Management LLC | 2106181 | $313.5M | 26 | Q2 2026 |
| Raleigh Capital Management Inc. | 1911726 | $313.3M | 610 | Q2 2026 |
| Plum Street Advisors, LLC | 2068236 | $313.1M | 107 | Q2 2026 |
| StoneCrest Wealth Management, Inc. | 2008409 | $313.0M | 73 | Q2 2026 |
| BENNETT SELBY INVESTMENTS LP | 1840740 | $312.9M | 85 | Q2 2026 |
| First Citizens Asset Management, Inc. | 1964116 | $312.9M | 30 | Q2 2026 |
| Ravenswood Partners LP | 2015178 | $312.6M | 36 | Q2 2026 |
| Worth Asset Management, LLC | 1927285 | $312.6M | 212 | Q2 2026 |
| Windward Private Wealth Management Inc. | 1835866 | $312.6M | 43 | Q2 2026 |
| Prosperitas Financial LLC | 2001016 | $312.3M | 103 | Q2 2026 |
| Monte Financial Group, LLC | 1755651 | $312.2M | 102 | Q2 2026 |
| PENNINGTON PARTNERS & CO., LLC | 1779355 | $312.1M | 131 | Q2 2026 |
| Beacon Wealthcare LLC | 1849336 | $312.1M | 26 | Q2 2026 |
| MARYLAND CAPITAL ADVISORS INC. | 1891201 | $312.0M | 1,043 | Q2 2026 |
| Peachtree Investment Partners, LLC | 1743863 | $311.9M | 143 | Q2 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 709089 | $311.8M | 195 | Q2 2026 |
| Weinberger Asset Management, Inc | 2051705 | $311.8M | 101 | Q2 2026 |
| Armor Investment Advisors, LLC | 1694079 | $311.7M | 155 | Q2 2026 |
| Five Oceans Advisors | 1876326 | $311.1M | 204 | Q2 2026 |
| Hengistbury Investment Partners LLP | 1574717 | $311.1M | 4 | Q2 2026 |
| WR Wealth Planners, LLC | 2031978 | $311.0M | 1,104 | last filed Q4 2024 |
| Oak Asset Management, LLC | 1726375 | $311.0M | 115 | Q2 2026 |
| Tenon Financial LLC | 2020781 | $310.9M | 61 | Q2 2026 |
| THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ | 825161 | $310.9M | 78 | last filed Q1 2019 |
| Centennial Bank/AR/ | 1994744 | $310.7M | 341 | Q2 2026 |
| Lakeshore Financial Planning, Inc. | 2000571 | $310.7M | 92 | Q2 2026 |
| IES Holdings, Inc. | 1048268 | $310.6M | 17 | Q2 2026 |
| Claar Advisors LLC | 1593410 | $310.4M | 17 | Q2 2026 |
| Applied Capital LLC | 1862965 | $310.4M | 53 | Q2 2026 |
| Jump Trading, LLC | 1520770 | $310.3M | 529 | last filed Q1 2019 |
| Stash Investments, LLC | 2008308 | $310.2M | 17 | Q2 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1510870 | $310.2M | 144 | Q2 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | 1845743 | $310.2M | 200 | Q2 2026 |
| Woodford Investment Management Ltd | 1634557 | $310.1M | 3 | last filed Q3 2019 |
| BONNESS ENTERPRISES INC | 1105471 | $310.1M | 37 | Q2 2026 |
| GKV Capital Management Co., Inc. | 2052321 | $309.9M | 83 | Q2 2026 |
| SONATA CAPITAL GROUP INC | 1172036 | $309.9M | 128 | Q2 2026 |
| OAK HILL CAPITAL MANAGEMENT, LLC | 1537607 | $309.9M | 1 | last filed Q3 2024 |
| Tanglewood Legacy Advisors, LLC | 1965616 | $309.8M | 280 | Q2 2026 |
| Ratan Capital Management LP | 1566887 | $309.8M | 47 | Q2 2026 |
| Outlook Capital Management, LLC | 2149913 | $309.8M | 42 | Q2 2026 |
| One River Asset Management, LLC | 1616336 | $309.8M | 102 | Q2 2026 |
| Blue Water Asset Management | 2033384 | $309.8M | 108 | Q2 2026 |
| One Fin Capital Management LP | 1753875 | $309.8M | 23 | Q2 2026 |
| Blacksheep Fund Management Ltd | 1800249 | $309.6M | 7 | Q2 2026 |
| Stephens Consulting, LLC | 1961632 | $309.4M | 476 | last filed Q4 2025 |
| SYMPHONY ASSET MANAGEMENT LLC | 1030815 | $309.4M | 40 | last filed Q2 2020 |
| AXIS CAPITAL HOLDINGS LTD | 1214816 | $309.3M | 3 | Q2 2026 |
| SmartHarvest Portfolios, LLC | 2066604 | $309.3M | 461 | Q2 2026 |
| Bawa N Mallick Trust | 2040013 | $309.1M | 78 | Q2 2026 |
| Vision Capital Corp | 1764403 | $309.0M | 15 | Q2 2026 |
| Eley Financial Management, Inc | 1965267 | $308.8M | 72 | Q2 2026 |
| Financial Insights, Inc. | 1642058 | $308.6M | 130 | last filed Q1 2026 |
| Garner Asset Management Corp | 1714093 | $308.4M | 169 | Q2 2026 |
| Financial Council, LLC | 1883629 | $308.3M | 106 | Q2 2026 |
| Owls Nest Partners IA, LLC | 1845806 | $308.2M | 17 | Q2 2026 |
| Wealth Watch Advisors, INC | 2040515 | $308.2M | 124 | Q2 2026 |
| ER Collective Holdings, LLC | 2059227 | $308.0M | 1 | Q2 2026 |
| Defender Capital, LLC. | 1766929 | $308.0M | 37 | Q2 2026 |
| FSA Investment Group, LLC | 2051584 | $307.9M | 47 | Q2 2026 |
| Pivotal bioVenture Partners Investment Advisor LLC | 1844645 | $307.8M | 13 | Q2 2026 |
| LINCOLN CAPITAL CORP | 872359 | $307.8M | 99 | Q2 2026 |
| 3D/L Capital Management, LLC | 1846943 | $307.8M | 81 | last filed Q3 2023 |
| Alliance Wealth Advisors, LLC | 1849724 | $307.7M | 166 | Q2 2026 |
| Kaizen Financial Strategies | 1842013 | $307.7M | 170 | Q2 2026 |
| Envision Financial Planning, LLC | 1964460 | $307.3M | 55 | Q2 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | 749763 | $307.3M | 205 | Q2 2026 |
| Freedom Financial Partners LLC | 2054598 | $306.9M | 89 | Q2 2026 |
| Abingworth LLP | 1397144 | $306.9M | 19 | last filed Q4 2022 |
| Persium Advisors, LLC | 2033683 | $306.6M | 69 | Q2 2026 |
| GeoSphere Capital Management, LLC | 1426876 | $306.3M | 46 | Q2 2026 |
| Blackhawk Capital Partners, LLC | 1582561 | $306.1M | 146 | Q2 2026 |
| Deseret Mutual Benefit Administrators | 1789351 | $306.1M | 518 | Q2 2026 |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | 1050417 | $306.1M | 19 | Q2 2026 |
| PSquared Asset Management AG | 1623624 | $306.0M | 15 | Q2 2026 |
| denkapparat Operations GmbH | 1999514 | $305.9M | 383 | Q2 2026 |
| 1 NORTH WEALTH SERVICES LLC | 1641761 | $305.9M | 309 | Q2 2026 |
| Denver PWM, LLC | 1657980 | $305.7M | 89 | Q2 2026 |
| ADAPT WEALTH ADVISORS, LLC | 2013937 | $305.7M | 94 | Q2 2026 |
| Ted Buchan & Co | 2033413 | $305.7M | 95 | Q2 2026 |
| Tekne Capital Management, LLC | 1558971 | $305.6M | 6 | Q2 2026 |
| Quartz Partners, LLC | 1659978 | $305.3M | 191 | Q2 2026 |
| WIM INVESTMENT MANAGEMENT Ltd | 2042565 | $305.3M | 26 | Q2 2026 |
| Lynx Investment Advisory | 2028812 | $305.2M | 230 | Q2 2026 |
| Bond Capital Management, LP | 1923934 | $305.2M | 5 | Q2 2026 |
| Texas Bank & Trust Co | 2056556 | $305.1M | 185 | Q2 2026 |
| ACCESS FINANCIAL SERVICES, INC. | 1699622 | $305.0M | 103 | Q2 2026 |
| Borer Denton & Associates, Inc. | 1993607 | $304.9M | 74 | Q2 2026 |
| Allred Capital Management, LLC | 1765885 | $304.5M | 162 | Q2 2026 |
| Carroll Advisory Group, LLC | 2108684 | $304.5M | 73 | Q2 2026 |
| IronBridge Private Wealth, LLC | 1850996 | $304.4M | 47 | Q2 2026 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | 1731530 | $304.1M | 27 | Q2 2026 |
| AXAR CAPITAL MANAGEMENT L.P. | 1650781 | $304.0M | 1 | last filed Q3 2022 |
| Roehl & Yi Investment Advisors, LLC | 2097566 | $303.9M | 194 | Q2 2026 |
| Legacy Capital Partners, Inc. | 1450558 | $303.7M | 138 | last filed Q1 2022 |
| Palogic Value Management, L.P. | 1532943 | $303.6M | 190 | Q2 2026 |
| Goldstein Munger & Associates | 1570251 | $303.5M | 32 | last filed Q3 2022 |
| EXCALIBUR MANAGEMENT CORP | 1009003 | $303.5M | 175 | Q2 2026 |