| Wela Strategies, Inc. | 1644329 | $263.7M | 55 | last filed Q3 2025 |
| Greenfield Savings Bank | 1940406 | $263.7M | 148 | Q2 2026 |
| Gray Wealth Management Inc. | 1958397 | $263.6M | 132 | last filed Q4 2024 |
| GatePass Capital, LLC | 2087399 | $263.5M | 188 | Q2 2026 |
| VARCOV Co. | 2078837 | $263.4M | 352 | Q2 2026 |
| Signature Wealth Management Group | 1736666 | $263.4M | 128 | last filed Q1 2026 |
| Investmark Advisory Group LLC | 1926349 | $263.3M | 148 | Q2 2026 |
| Heritage Wealth Management, Inc. /CA/ | 2012170 | $263.2M | 98 | Q2 2026 |
| Stormborn Capital Management, LLC | 1693141 | $263.2M | 24 | last filed Q4 2022 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | 2078994 | $263.0M | 47 | Q2 2026 |
| Haven Private, LLC | 2053665 | $263.0M | 171 | Q2 2026 |
| 5th Street Advisors, LLC | 1911026 | $262.9M | 54 | Q2 2026 |
| Purkiss Capital Advisors LLC | 2053150 | $262.7M | 189 | Q2 2026 |
| Financial Futures Ltd Liability Co. | 1911616 | $262.6M | 80 | Q2 2026 |
| Melone Private Wealth, LLC | 1905765 | $262.6M | 58 | Q2 2026 |
| Massachusetts Wealth Management | 1966011 | $262.5M | 98 | Q2 2026 |
| BluePointe Capital Management, LLC | 2040935 | $262.5M | 128 | last filed Q1 2025 |
| PRW Wealth Management LLC | 1760472 | $262.3M | 106 | last filed Q3 2023 |
| AH Equity Partners LSV III, L.L.C. | 1889893 | $261.9M | 3 | last filed Q3 2023 |
| Fortitude Advisory Group L.L.C. | 1928999 | $261.8M | 238 | Q2 2026 |
| MOKAN Wealth Management Inc. | 2053727 | $261.7M | 95 | Q2 2026 |
| EAGLE WEALTH STRATEGIES LLC | 2009882 | $261.7M | 118 | Q2 2026 |
| Werlinich Asset Management, LLC | 2000493 | $261.7M | 58 | Q2 2026 |
| Twin Lakes Capital Management, LLC | 1847794 | $261.5M | 208 | Q2 2026 |
| ALKEME WEALTH, LLC | 1752045 | $261.4M | 101 | Q2 2026 |
| P.A.W. CAPITAL CORP | 949853 | $261.1M | 66 | Q2 2026 |
| Silverberg Bernstein Capital Management LLC | 2007880 | $261.1M | 70 | Q2 2026 |
| CEDAR HILL ASSOCIATES, LLC | 1434641 | $261.0M | 108 | last filed Q4 2018 |
| Fairtree Asset Management (Pty) Ltd | 2059365 | $260.9M | 96 | Q2 2026 |
| NYL Investors LLC | 1606720 | $260.8M | 29 | Q2 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 1968850 | $260.8M | 184 | Q2 2026 |
| HORIZON FINANCIAL SERVICES, LLC | 1674020 | $260.8M | 646 | Q2 2026 |
| Bravera Wealth | 2126773 | $260.8M | 352 | Q2 2026 |
| VIRTUS ADVISERS, LLC | 1587281 | $260.8M | 509 | Q2 2026 |
| Robbins Farley | 1847820 | $260.4M | 157 | Q2 2026 |
| BIP Alliance, LLC | 2056367 | $260.4M | 49 | last filed Q2 2025 |
| Marnell Management LLC | 1852314 | $260.4M | 67 | Q2 2026 |
| 4D Advisors, LLC | 1938268 | $260.3M | 37 | Q2 2026 |
| WEIK CAPITAL MANAGEMENT | 1278793 | $260.3M | 93 | Q2 2026 |
| QUARRY HILL ADVISORS, LLC | 1965346 | $260.2M | 53 | Q2 2026 |
| REFRAME WEALTH, LLC | 1969815 | $260.2M | 61 | last filed Q4 2022 |
| PATRON PARTNERS, LLC | 1841768 | $260.1M | 193 | Q2 2026 |
| Ribbit Capital GP II, Ltd. | 1912628 | $260.1M | 1 | last filed Q3 2023 |
| Kaye Capital Management | 1111797 | $260.0M | 41 | last filed Q2 2025 |
| Permit Capital Advisors, LLC | 1925332 | $260.0M | 112 | last filed Q1 2022 |
| Apoletto Ltd | 1730494 | $259.9M | 16 | last filed Q3 2022 |
| Family CFO Inc | 1911695 | $259.9M | 47 | Q2 2026 |
| InvesTrust | 2050848 | $259.8M | 95 | Q2 2026 |
| Altus Wealth Management, LLC | 1802107 | $259.8M | 26 | Q2 2026 |
| Heritage Wealth Management, Inc./Texas | 1966400 | $259.7M | 44 | Q2 2026 |
| Porter White Investment Advisors, Inc. | 1612457 | $259.7M | 40 | Q2 2026 |
| Palmer Knight Co | 1767735 | $259.7M | 36 | Q2 2026 |
| INNOVIS ASSET MANAGEMENT LLC | 1965896 | $259.6M | 153 | last filed Q3 2023 |
| MY.Alpha Management HK Advisors Ltd | 1910173 | $259.6M | 9 | Q2 2026 |
| Kehrs Ridge Capital,LLC | 1776701 | $259.5M | 31 | last filed Q3 2022 |
| Clarus Wealth Advisors | 1730149 | $259.5M | 86 | Q2 2026 |
| WJ Interests, LLC | 1727642 | $259.4M | 22 | Q2 2026 |
| Diesslin Group, Inc. | 2108559 | $259.2M | 59 | Q2 2026 |
| Optimist Retirement Group LLC | 2011850 | $259.2M | 118 | Q2 2026 |
| Cherokee Insurance Co | 2077903 | $259.1M | 124 | Q2 2026 |
| Elevation Capital Advisory, LLC | 1871112 | $259.0M | 63 | Q2 2026 |
| Private Wealth Group, LLC | 1512780 | $258.9M | 76 | Q2 2026 |
| Heritage Family Offices, LLP | 2019316 | $258.9M | 233 | Q2 2026 |
| FIRST CITIZENS INVESTOR SERVICES, INC. | 1051487 | $258.8M | 23 | last filed Q3 2025 |
| Endowment Wealth Management, Inc. | 1904477 | $258.6M | 181 | Q2 2026 |
| Cottage Street Advisors LLC | 1665302 | $258.6M | 149 | Q2 2026 |
| INSIGHT 2811, INC. | 1334952 | $258.5M | 106 | Q2 2026 |
| Pacific Excel Wealth Advisors, Inc. | 2110884 | $258.4M | 228 | Q2 2026 |
| Ribbit Bullfrog GP II, Ltd. | 1851168 | $258.3M | 6 | last filed Q3 2023 |
| Resolute Wealth Strategies, LLC | 1973981 | $258.1M | 132 | Q2 2026 |
| Mach-1 Financial Group, LLC | 1843358 | $258.1M | 131 | Q2 2026 |
| NORTHPOINTE CAPITAL LLC | 1132668 | $258.1M | 76 | last filed Q3 2019 |
| Beach Point Capital Management LP | 1453885 | $258.1M | 13 | Q2 2026 |
| Darrow Company, Inc. | 1908169 | $258.1M | 58 | Q2 2026 |
| Lloyd Advisory Services, LLC. | 1802474 | $258.0M | 628 | Q2 2026 |
| Family Capital Management, Inc. | 1964344 | $258.0M | 115 | Q2 2026 |
| HONEYWELL INTERNATIONAL INC | 773840 | $257.8M | 79 | last filed Q2 2019 |
| GREAT HILL PARTNERS, L.P. | 1231756 | $257.8M | 1 | Q2 2026 |
| First Affirmative Financial Network | 1656282 | $257.7M | 325 | last filed Q1 2026 |
| Robertson Opportunity Capital, LLC | 1352122 | $257.7M | 29 | Q2 2026 |
| Inherent Management Corp. | 2026217 | $257.6M | 11 | Q2 2026 |
| Southern Wealth Management, LLP | 1811579 | $257.6M | 61 | last filed Q1 2023 |
| Ergawealth Advisors, Inc. | 1973209 | $257.5M | 54 | Q2 2026 |
| Prospect Hill Management, LLC | 1837320 | $257.5M | 14 | Q2 2026 |
| Beaumont Asset Management, L.L.C. | 1798756 | $257.4M | 79 | Q2 2026 |
| Ledge Wealth Management, Inc. | 1927042 | $257.2M | 62 | last filed Q4 2023 |
| Transcendent Capital Group LLC | 2013703 | $257.1M | 128 | Q2 2026 |
| COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 1009215 | $257.0M | 114 | last filed Q4 2018 |
| UNTITLED INVESTMENTS LP | 1808696 | $257.0M | 18 | Q2 2026 |
| New England Research & Management, Inc. | 1596077 | $256.9M | 134 | Q2 2026 |
| Guardian Financial Partners, LLC | 1723514 | $256.9M | 69 | Q2 2026 |
| HMV Wealth Advisors, LLC | 2054904 | $256.9M | 89 | Q2 2026 |
| Leslie Global Wealth, LLC | 1954832 | $256.8M | 85 | Q2 2026 |
| 626 Financial, LLC | 1911035 | $256.8M | 127 | Q2 2026 |
| Miller Capital Partners, Inc. | 2111377 | $256.7M | 255 | Q2 2026 |
| Birchcreek Wealth Management, LLC | 1840341 | $256.7M | 134 | Q2 2026 |
| DAILY JOURNAL CORP | 783412 | $256.7M | 4 | Q2 2026 |
| CNB Bank | 1732074 | $256.6M | 518 | Q2 2026 |
| NBZ Investment Advisors LLC | 1998018 | $256.5M | 80 | Q2 2026 |
| IVC Wealth Advisors LLC | 1842811 | $256.4M | 177 | Q2 2026 |
| DAVIDSON TRUST CO | 1133119 | $256.3M | 190 | Q2 2026 |
| Kiker Wealth Management, LLC | 2042502 | $256.3M | 161 | Q2 2026 |
| Mohican Financial Management, LLC | 1367663 | $256.2M | 70 | last filed Q2 2021 |
| My Personal CFO, LLC | 1916366 | $256.2M | 91 | Q2 2026 |
| Sage Capital Management, LLC | 2030667 | $256.2M | 167 | Q2 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | 2063947 | $256.1M | 119 | Q2 2026 |
| Meritas Wealth Management, LLC | 1990690 | $256.1M | 63 | Q2 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | 2033299 | $256.0M | 112 | Q2 2026 |
| Punch Card Management L.P. | 1631664 | $256.0M | 5 | Q2 2026 |
| Grunden Financial Advisory, Inc. | 2010014 | $255.9M | 35 | last filed Q4 2025 |
| Corigliano Investment Advisers, LLC | 2031771 | $255.9M | 37 | last filed Q1 2026 |
| Wealth Management Strategies, Inc. | 2057285 | $255.9M | 45 | Q2 2026 |
| Yoder Wealth Management, Inc. | 1973967 | $255.9M | 129 | Q2 2026 |
| Causey Wealth LLC | 2132639 | $255.8M | 83 | Q2 2026 |
| 1248 Management, LLC | 2011147 | $255.8M | 149 | Q2 2026 |
| Tull Financial Group, Inc. | 1769060 | $255.5M | 35 | Q2 2026 |
| Requisite Energy Fund I LP | 1728398 | $255.5M | 64 | last filed Q4 2018 |
| Pinnacle Private Wealth, LLC | 1908610 | $255.5M | 271 | last filed Q2 2022 |
| Larry Mathis Financial Planning, LLC | 2118274 | $255.4M | 153 | Q2 2026 |
| Hochman Cole Investment Advisors, Inc. | 1568890 | $255.3M | 128 | last filed Q3 2021 |
| Impact Asset Management GmbH | 2068799 | $255.2M | 75 | last filed Q1 2025 |
| Tribridge Partners Financial LLC | 2083677 | $255.2M | 82 | Q2 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | 2016972 | $255.2M | 197 | Q2 2026 |
| Carolina Wealth Advisors, LLC | 1786411 | $255.1M | 278 | Q2 2026 |
| HYA Advisors, Inc | 1810676 | $255.1M | 143 | last filed Q2 2022 |
| Politan Capital Management LP | 1885245 | $255.0M | 2 | Q2 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | 2035219 | $255.0M | 160 | Q2 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | 1903883 | $254.9M | 126 | Q2 2026 |
| Sprinkle Financial Consultants LLC | 2011593 | $254.9M | 104 | Q2 2026 |
| State Insurance Fund | 1970005 | $254.8M | 1 | Q2 2026 |
| Truadvice, LLC | 1810512 | $254.8M | 230 | last filed Q3 2023 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1907568 | $254.8M | 656 | last filed Q2 2025 |
| Flatrock Wealth Partners LLC | 2130067 | $254.6M | 173 | Q2 2026 |
| HARVEST MANAGEMENT LLC | 1140315 | $254.5M | 55 | Q2 2026 |
| Millington Financial Advisors, LLC | 1924615 | $254.4M | 128 | Q2 2026 |
| Essex Woodlands Management, Inc. | 1542339 | $254.2M | 5 | Q2 2026 |
| Samjo Capital LLC | 1509943 | $254.2M | 48 | last filed Q3 2023 |
| Crossvault Capital Management LLC | 1599468 | $254.2M | 74 | last filed Q2 2022 |
| Cherry Creek Investment Advisors, Inc. | 1877829 | $254.1M | 128 | Q2 2026 |
| Texas Capital Bancshares Inc/TX | 1077428 | $254.1M | 416 | last filed Q3 2025 |
| Ransom Advisory, Ltd | 2065136 | $253.9M | 432 | last filed Q4 2025 |
| Accenture plc | 1467373 | $253.9M | 1 | last filed Q4 2022 |
| Eastover Investment Advisors LLC | 1472800 | $253.9M | 49 | Q2 2026 |
| DB Fitzpatrick & Co, Inc | 1885767 | $253.9M | 108 | Q2 2026 |
| Aurelius Family Office LLC | 2053738 | $253.9M | 49 | Q2 2026 |
| STONE RUN CAPITAL, LLC | 1512746 | $253.9M | 71 | last filed Q3 2025 |
| GEM Asset Management, LLC | 1963319 | $253.9M | 116 | Q2 2026 |
| Fairfield Financial Advisors, LTD | 2033232 | $253.8M | 66 | Q2 2026 |
| Gainplan LLC | 1697857 | $253.8M | 60 | Q2 2026 |
| McKinney Capital Management, LLC | 2133532 | $253.8M | 87 | Q2 2026 |
| Oxinas Partners, LLC | 1759320 | $253.7M | 149 | Q2 2026 |
| TRV GP IV, LLC | 1688325 | $253.7M | 2 | Q2 2026 |
| Signature Resources Capital Management, LLC | 1940917 | $253.6M | 703 | Q2 2026 |
| First Bancorp, Inc /ME/ | 765207 | $253.4M | 531 | Q2 2026 |
| WJ Wealth Management, LLC | 1801674 | $253.4M | 80 | Q2 2026 |
| OPTIMA CAPITAL LLC | 2070972 | $253.4M | 165 | Q2 2026 |
| Dogwood Wealth Management LLC | 2056922 | $253.4M | 851 | Q2 2026 |
| 93 Financial Group, LLC | 2112320 | $253.3M | 9 | Q2 2026 |
| DCM Advisors, LLC | 1839498 | $253.3M | 38 | Q2 2026 |
| Hiley Hunt Wealth Management | 2048051 | $253.1M | 49 | Q2 2026 |
| SimpliFi, Inc. | 1716983 | $253.0M | 45 | Q2 2026 |
| Granite Harbor Advisors, Inc. | 1967456 | $252.9M | 132 | Q2 2026 |
| Cane Capital Partners, LLC | 2086121 | $252.9M | 130 | Q2 2026 |
| Brentview Investment Management LLC | 2052564 | $252.7M | 63 | Q2 2026 |
| Central Asset Investments & Management Holdings (HK) Ltd | 1583672 | $252.7M | 17 | Q2 2026 |
| Empire Financial Management Company, LLC | 1971875 | $252.5M | 139 | Q2 2026 |
| CLEARARC CAPITAL INC | 1167553 | $252.5M | 299 | last filed Q4 2019 |
| Eos Management, L.P. | 1548882 | $252.4M | 35 | Q2 2026 |
| Darden Wealth Group Inc | 2011221 | $252.3M | 155 | Q2 2026 |
| Visionary Asset Management, Inc. | 1541666 | $252.3M | 129 | last filed Q4 2018 |
| CHI Advisors LLC | 1791468 | $252.3M | 26 | last filed Q3 2023 |
| HUTNER CAPITAL MANAGEMENT INC | 944733 | $252.1M | 43 | Q2 2026 |
| OPTIMUM INVESTMENT ADVISORS | 1037763 | $252.1M | 612 | last filed Q3 2025 |
| Rainier Group Investment Advisory LLC | 1424116 | $252.0M | 72 | last filed Q3 2020 |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 892914 | $251.9M | 18 | last filed Q3 2021 |
| Christensen, King & Associates Investment Services, Inc. | 2032544 | $251.7M | 108 | Q2 2026 |
| Kintayl Capital LP | 2032385 | $251.7M | 61 | Q2 2026 |
| Unifi Asset Management LP | 2048100 | $251.4M | 61 | Q2 2026 |
| Regency Capital Management Inc.\DE | 1863894 | $251.4M | 64 | Q2 2026 |
| Norris Financial Group, LLC | 2129318 | $251.3M | 82 | Q2 2026 |
| Tandem Wealth Advisors LLC | 1842557 | $251.2M | 48 | Q2 2026 |
| BOYUM WEALTH ARCHITECTS LLC | 2068635 | $251.2M | 72 | Q2 2026 |
| MOR Wealth Management, LLC | 2092389 | $251.2M | 122 | Q2 2026 |
| Client First Capital LLC | 1822065 | $251.1M | 26 | Q2 2026 |
| Claraphi Advisory Network, LLC | 1724134 | $251.1M | 157 | last filed Q4 2022 |
| Aufman Associates Inc | 1801573 | $250.9M | 67 | Q2 2026 |
| Compass Wealth Management, LLC/GA | 2076480 | $250.9M | 74 | Q2 2026 |
| Saraza Management, LP | 1894188 | $250.9M | 19 | Q2 2026 |
| ABOUND FINANCIAL, LLC | 2024264 | $250.8M | 297 | Q2 2026 |
| Latitude Advisors, LLC | 1843715 | $250.8M | 239 | Q2 2026 |
| Ballast Asset Management, LP | 1998389 | $250.7M | 53 | Q2 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | 2011352 | $250.6M | 74 | Q2 2026 |
| Sherborne Investors Management LP | 1406672 | $250.6M | 1 | Q2 2026 |
| Pflug Koory, LLC | 1740063 | $250.3M | 426 | Q2 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | 1965760 | $250.3M | 147 | Q2 2026 |
| MW ADVISORY, LLC | 2149104 | $250.3M | 139 | Q2 2026 |
| Quadratic Capital Management LLC | 1697722 | $250.1M | 2 | Q2 2026 |
| Jupiter Wealth Management LLC | 1774207 | $250.0M | 93 | Q2 2026 |
| Bernzott Capital Advisors | 1260468 | $249.9M | 35 | Q2 2026 |
| Matisse Capital | 1668256 | $249.8M | 158 | Q2 2026 |
| Level Wealth Management LLC | 2036775 | $249.7M | 70 | Q2 2026 |
| BROGAN FINANCIAL, INC. | 1889918 | $249.5M | 64 | Q2 2026 |
| Fox Hill Wealth Management | 2016110 | $249.4M | 120 | Q2 2026 |
| Mirabaud & Cie SA | 1869685 | $249.2M | 53 | Q2 2026 |
| Rockingstone Advisors LLC | 2027176 | $249.1M | 115 | Q2 2026 |
| Haven Capital Group, Inc. | 2055804 | $249.0M | 38 | Q2 2026 |
| VPR Management LLC | 1894203 | $249.0M | 66 | Q2 2026 |
| Rising Stella Capital Pte. Ltd | 2113017 | $249.0M | 3 | Q2 2026 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2043130 | $249.0M | 151 | Q2 2026 |
| SCHULHOFF & CO INC | 1080197 | $249.0M | 134 | Q2 2026 |
| Independent Family Office, LLC | 1756485 | $248.9M | 85 | Q2 2026 |
| UNION SAVINGS BANK | 1985855 | $248.9M | 322 | Q2 2026 |
| Cascade Wealth Advisors, Inc | 2018936 | $248.9M | 61 | Q2 2026 |
| Windle Wealth, LLC | 1963452 | $248.9M | 35 | Q2 2026 |
| BlackDiamond Wealth Management, LLC | 1903059 | $248.9M | 226 | Q2 2026 |
| Jenkins Wealth | 1666667 | $248.8M | 75 | last filed Q4 2022 |
| FOGEL CAPITAL MANAGEMENT, INC. | 2011427 | $248.7M | 57 | Q2 2026 |
| SWARTHMORE GROUP INC | 1019531 | $248.7M | 46 | last filed Q2 2022 |
| STUART INVESTMENT ADVISORS, INC. | 1910180 | $248.6M | 21 | Q2 2026 |
| Alpha Family Trust | 1568991 | $248.6M | 200 | Q2 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | 2044420 | $248.6M | 152 | Q2 2026 |
| Pennsylvania State University | 2134719 | $248.5M | 3 | Q2 2026 |
| BKS ADVISORS, LLC | 1634865 | $248.5M | 209 | last filed Q1 2019 |
| Finley Financial, LLC | 2047823 | $248.5M | 110 | Q2 2026 |
| Pavion Blue Capital, LLC | 1792565 | $248.4M | 111 | Q2 2026 |
| Two Point Capital Management, Inc. | 1962382 | $248.2M | 30 | Q2 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | 1797135 | $248.0M | 96 | Q2 2026 |
| SEAMOUNT FINANCIAL GROUP INC | 2011267 | $248.0M | 141 | Q2 2026 |
| RHS Financial, LLC | 1766514 | $247.9M | 165 | Q2 2026 |
| Dilation Capital Management LP | 1922880 | $247.8M | 20 | Q2 2026 |
| True Blue (BVI) Ltd | 2011315 | $247.8M | 3 | Q2 2026 |
| LYNX CAPITAL GROUP LTD /ADV | 1013287 | $247.7M | 91 | Q2 2026 |
| GoalFusion Wealth Management, LLC | 1895678 | $247.7M | 32 | Q2 2026 |
| WILLIAM JOHN SEMPOLINSKI | 2149024 | $247.7M | 106 | Q2 2026 |
| WealthOne, LLC | 1763608 | $247.6M | 85 | last filed Q3 2023 |
| North Berkeley Wealth Management, LLC | 2062383 | $247.4M | 77 | Q2 2026 |
| Jackson Square Partners, LLC | 1605911 | $247.3M | 47 | last filed Q3 2025 |
| Councilor Wealth, LLC | 2052759 | $247.2M | 88 | Q2 2026 |
| Torque Asset Management LLC | 2011256 | $247.0M | 11 | Q2 2026 |
| PFS Partners, LLC | 2002654 | $247.0M | 599 | Q2 2026 |
| Fairfield University | 1717825 | $247.0M | 4 | Q2 2026 |
| DIXON FNANCIAL SERVICES, INC. | 1909993 | $246.9M | 48 | Q2 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 1769578 | $246.8M | 74 | Q2 2026 |
| Tribune Investment Group LP | 2000730 | $246.7M | 34 | Q2 2026 |
| GARRISON POINT ADVISORS, LLC | 1767107 | $246.6M | 176 | Q2 2026 |
| TTP Investments, Inc. | 1682576 | $246.5M | 30 | Q2 2026 |
| American State Bank (Iowa) | 2122473 | $246.5M | 139 | Q2 2026 |
| MIK Capital, LP | 1785981 | $246.5M | 39 | last filed Q3 2021 |
| Point View Wealth Management, Inc. | 1408103 | $246.5M | 275 | last filed Q4 2020 |
| Archon Capital Management LLC | 1398825 | $246.3M | 43 | Q2 2026 |