| Barnes Dennig Private Wealth Management LLC | 2058270 | $125.0M | 365 | Q2 2026 |
| Dougherty & Associates, LLC | 2109295 | $125.0M | 52 | Q2 2026 |
| Yunqi Capital Ltd | 1912273 | $124.9M | 4 | Q2 2026 |
| Broussard Financial Group LLC | 1548136 | $124.9M | 35 | Q2 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 2056591 | $124.9M | 93 | Q2 2026 |
| V Wealth Advisors LLC | 1661149 | $124.8M | 107 | last filed Q3 2023 |
| DAG VENTURES, LLC | 1624576 | $124.8M | 3 | Q2 2026 |
| Cornerstone Financial Management LLC | 2110329 | $124.7M | 1,471 | Q2 2026 |
| Kassira Wealth Management LLC | 2095972 | $124.7M | 63 | Q2 2026 |
| Cauble & Harre Wealth Management, Inc. | 2064807 | $124.7M | 72 | Q2 2026 |
| Box Hill Private Wealth LLC | 2094120 | $124.7M | 67 | Q2 2026 |
| Kennebec Savings Bank | 2043536 | $124.6M | 284 | Q2 2026 |
| Canandaigua National Trust Co of Florida | 1471384 | $124.5M | 108 | last filed Q1 2026 |
| Keene & Associates, Inc. | 1907874 | $124.5M | 76 | last filed Q4 2024 |
| Essential Investment Partners LLC | 2145170 | $124.5M | 312 | Q2 2026 |
| 14B Captial Management LP | 2009911 | $124.4M | 18 | last filed Q4 2025 |
| Qalhat Capital Ltd | 1884252 | $124.3M | 1 | last filed Q3 2025 |
| Bristlecone Value Partners, LLC | 1313998 | $124.3M | 70 | Q2 2026 |
| First National Bank of South Miami | 1739878 | $124.3M | 248 | last filed Q2 2023 |
| Miller Financial Services LLC | 2022893 | $124.3M | 142 | Q2 2026 |
| EDMP, INC. | 1016021 | $124.3M | 70 | Q2 2026 |
| Sherwood Financial Partners, LLC | 2056427 | $124.2M | 8 | Q2 2026 |
| Palatine Hill Wealth Management, LLC | 2107248 | $124.2M | 55 | Q2 2026 |
| Concorde Financial Corp | 1911822 | $124.1M | 26 | Q2 2026 |
| Prospect Financial Group LLC | 2021762 | $124.1M | 70 | Q2 2026 |
| Connecticut Capital Management Group, LLC | 2097898 | $124.1M | 129 | Q2 2026 |
| Opus Financial Solutions LLC | 1934041 | $124.0M | 111 | Q2 2026 |
| Burnham & Co LLC | 2136877 | $124.0M | 197 | Q2 2026 |
| CONQUIS FINANCIAL LLC | 2052436 | $124.0M | 54 | Q2 2026 |
| Robocap Asset Management Ltd | 2030580 | $124.0M | 22 | Q2 2026 |
| Corps Capital Advisors, LLC | 2054234 | $124.0M | 99 | Q2 2026 |
| Clarion Wealth Managment Partners, LLC | 2081211 | $123.9M | 87 | Q2 2026 |
| Cria, Inc. | 2065494 | $123.8M | 2 | Q2 2026 |
| Wagner Wealth Management, Corp | 2109867 | $123.8M | 101 | Q2 2026 |
| FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY, INC. | 2145869 | $123.8M | 5 | Q2 2026 |
| Infinity Wealth Counsel, LLC | 2066524 | $123.8M | 65 | Q2 2026 |
| AG Asset Advisory, LLC | 1625008 | $123.6M | 28 | Q2 2026 |
| MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 1106590 | $123.6M | 67 | last filed Q3 2019 |
| LEGACY SOLUTIONS, LLC | 2053314 | $123.6M | 88 | Q2 2026 |
| Southern Style Financial, Inc. | 1910392 | $123.5M | 28 | last filed Q4 2024 |
| NTB Financial Corp | 1910010 | $123.5M | 143 | last filed Q2 2022 |
| Niles Investment Management, LLC | 2016708 | $123.5M | 19 | Q2 2026 |
| City Center Advisors, LLC | 2030341 | $123.5M | 170 | Q2 2026 |
| Wealth Care LLC | 2120450 | $123.5M | 73 | Q2 2026 |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 1607863 | $123.4M | 421 | last filed Q1 2020 |
| Bolthouse Investments, LLC | 1567013 | $123.4M | 86 | Q2 2026 |
| Scientech Research LLC | 2011556 | $123.4M | 224 | Q2 2026 |
| ATLas Financial Planning LLC | 2110886 | $123.3M | 69 | Q2 2026 |
| DESTINY CAPITAL SECURITIES CORPORATION | 1130991 | $123.3M | 55 | last filed Q3 2023 |
| Aldebaran Financial Inc. | 1353110 | $123.2M | 82 | Q2 2026 |
| Wealth Advisory Team LLC | 2039196 | $123.0M | 39 | Q2 2026 |
| Apertura Capital, LLC | 1633570 | $122.9M | 24 | last filed Q4 2019 |
| Powerhouse Assets LLC | 1564396 | $122.8M | 57 | Q2 2026 |
| Alamut Investment Management LLP | 2088424 | $122.8M | 3 | Q2 2026 |
| KerberRose Wealth Management, LLC | 1912523 | $122.8M | 115 | last filed Q2 2022 |
| Benchmark Financial, LLC | 2107260 | $122.7M | 54 | Q2 2026 |
| Fairlight Advisors | 2147136 | $122.6M | 30 | Q2 2026 |
| AMERICAN ASSET MANAGEMENT INC. | 1569454 | $122.6M | 33 | Q2 2026 |
| Noven Financial Group, Inc. | 1536442 | $122.6M | 36 | last filed Q1 2020 |
| SFAM, LLC | 1713286 | $122.6M | 262 | Q2 2026 |
| Walsh & Associates, LLC | 2135144 | $122.4M | 245 | Q2 2026 |
| Curat Global, LLC | 2063003 | $122.4M | 251 | Q2 2026 |
| Hardworking Capital Advisors, LLC | 2098583 | $122.4M | 84 | Q2 2026 |
| WORLDLY PARTNERS MANAGEMENT, LLC | 1904574 | $122.4M | 3 | Q2 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | 2110449 | $122.4M | 27 | Q2 2026 |
| Birchwood Financial Partners, Inc. | 2110062 | $122.3M | 352 | Q2 2026 |
| Guardian Capital, LLC | 2083963 | $122.3M | 79 | Q2 2026 |
| High Point Wealth Management, LLC | 2106882 | $122.2M | 250 | Q2 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | 2107238 | $122.2M | 69 | Q2 2026 |
| Wall Capital Group, Inc. | 1699803 | $122.2M | 30 | 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 | Q2 2026 |
| Cooke Wealth Management, LLC | 2093659 | $122.1M | 39 | Q2 2026 |
| JHP Wealth Management, LLC | 2110669 | $122.1M | 40 | Q2 2026 |
| Coral Wealth Management, LLC | 2135133 | $122.1M | 17 | Q2 2026 |
| Fure Financial Corp | 841802 | $122.1M | 34 | last filed Q3 2022 |
| Financial Management, Inc. | 2143070 | $122.0M | 46 | Q2 2026 |
| HICKS CAPITAL MANAGEMENT LLC | 2062978 | $122.0M | 39 | Q2 2026 |
| Moneda S.A. Administradora General de Fondos | 1536361 | $122.0M | 31 | Q2 2026 |
| CAMG Solamere Management, LLC | 1698094 | $121.8M | 83 | last filed Q3 2021 |
| Clientfirst Wealth Management, LLC | 1915494 | $121.7M | 53 | Q2 2026 |
| Greenline Wealth Management LLC | 2111541 | $121.7M | 131 | Q2 2026 |
| SILVERHAWK ASSET MANAGEMENT, LLC | 1910078 | $121.6M | 33 | last filed Q2 2023 |
| Drystone LLC | 1910462 | $121.6M | 18 | Q2 2026 |
| Torrey-Payne Wealth Management, LLC | 2112151 | $121.6M | 39 | Q2 2026 |
| INSTITUTIONAL VENTURE MANAGEMENT XV, LLC | 1640275 | $121.5M | 3 | Q2 2026 |
| Portus Wealth Advisors, LLC | 2097516 | $121.5M | 50 | Q2 2026 |
| CFO CAPITAL MANAGEMENT LLC | 2114167 | $121.5M | 104 | last filed Q1 2026 |
| Alexander Randolph Advisory, Inc. | 874816 | $121.4M | 41 | Q2 2026 |
| Dala Group, LLC | 2129058 | $121.4M | 68 | 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 |
| VERUS WEALTH MANAGEMENT, LLC | 2042938 | $121.3M | 57 | Q2 2026 |
| Chapman Investment Management, LLC | 1751006 | $121.2M | 27 | Q2 2026 |
| STRATEGIC CAPITAL ADVISERS, INC. | 1731127 | $121.1M | 59 | last filed Q2 2022 |
| Pathlight Investors LLC | 1767326 | $121.1M | 105 | last filed Q4 2018 |
| Fundsmith Long/Short Master Fund | 1813932 | $121.0M | 29 | last filed Q1 2021 |
| HICKORY ASSET MANAGEMENT, INC. | 2053626 | $120.9M | 91 | last filed Q2 2025 |
| Maiden Cove Capital, LLC | 2037009 | $120.8M | 66 | last filed Q4 2024 |
| Kavi Asset Management, LP | 1641042 | $120.8M | 12 | last filed Q2 2019 |
| Worthington Financial Partners, LLC | 2111427 | $120.8M | 99 | Q2 2026 |
| Miller Global Investments, LLC | 2099097 | $120.7M | 295 | Q2 2026 |
| KOONCE CALVIN SCOTT | 1026013 | $120.7M | 2 | last filed Q4 2023 |
| Stoic Point Capital Management LLC | 2043279 | $120.6M | 69 | Q2 2026 |
| Battery Partners VIII, LLC | 1542631 | $120.6M | 1 | last filed Q4 2018 |
| Roan Capital Partners | 2124783 | $120.6M | 78 | Q2 2026 |
| Defined Financial Planning LLC | 2056559 | $120.6M | 65 | last filed Q3 2025 |
| KDK Private Wealth Management, LLC | 1776910 | $120.6M | 57 | Q2 2026 |
| Mission Financial Group, LLC | 2113810 | $120.5M | 158 | Q2 2026 |
| Viaable, LLC | 1995984 | $120.5M | 36 | Q2 2026 |
| NDVR, Inc. | 2011247 | $120.5M | 121 | last filed Q4 2025 |
| Clarfeld Financial Advisors, LLC | 1766347 | $120.5M | 523 | last filed Q4 2018 |
| Morangie Management LLC | 2056670 | $120.4M | 34 | Q2 2026 |
| Helium Advisors LLC | 2056653 | $120.4M | 107 | Q2 2026 |
| 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 | Q2 2026 |
| RHL GROUP, LLC | 2066311 | $120.2M | 271 | Q2 2026 |
| Blom & Howell Financial Planning, Inc. | 2136102 | $120.1M | 67 | Q2 2026 |
| NEXTHERA CAPITAL LP | 1646343 | $120.1M | 23 | last filed Q2 2019 |
| Payne Capital LLC | 2094426 | $120.0M | 59 | Q2 2026 |
| Blue Line Capital, LLC / IL | 2111406 | $119.9M | 77 | Q2 2026 |
| Walthausen & Co., LLC | 1483339 | $119.8M | 95 | last filed Q3 2022 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | 789307 | $119.8M | 50 | Q2 2026 |
| Cypress Capital Management LLC (WY) | 1633896 | $119.6M | 213 | Q2 2026 |
| BDL CAPITAL MANAGEMENT | 1907208 | $119.6M | 17 | last filed Q4 2023 |
| Grand Central Investment Group | 1844893 | $119.6M | 40 | Q2 2026 |
| ETF Store, Inc. | 1911470 | $119.5M | 114 | Q2 2026 |
| Aryeh Capital Management Ltd. | 1803120 | $119.5M | 12 | last filed Q3 2025 |
| HEFFERNAN ADVISORY, INC | 1536230 | $119.5M | 43 | Q2 2026 |
| Mann Financial Group, Inc. | 2093991 | $119.5M | 34 | Q2 2026 |
| Baer Investment Advisory LLC | 2057153 | $119.5M | 28 | Q2 2026 |
| Lion Long Term Partners LP | 1951388 | $119.4M | 2 | last filed Q4 2022 |
| 1015 Capital Partners, LLC | 2133991 | $119.4M | 609 | Q2 2026 |
| Ankerstar Wealth, LLC | 2053917 | $119.3M | 989 | Q2 2026 |
| Red Mountain Financial, LLC | 1997650 | $119.2M | 82 | Q2 2026 |
| DBK Financial Counsel, LLC | 1904822 | $119.2M | 56 | Q2 2026 |
| Bannerstone Capital Management, LLC | 2083499 | $119.1M | 113 | Q2 2026 |
| CSat Investment Advisory, L.P. | 1483801 | $119.1M | 520 | last filed Q1 2021 |
| Oakmont Advisory Group, LLC | 2115370 | $119.1M | 526 | Q2 2026 |
| CYPRESS GROWTH FUND III LP | 925824 | $119.0M | 32 | last filed Q3 2021 |
| Finhabits Advisors LLC | 2106949 | $118.9M | 15 | Q2 2026 |
| Value Investment Professionals, LLC | 2110205 | $118.9M | 97 | Q2 2026 |
| AUCTUS ADVISORS LLC | 2042516 | $118.9M | 34 | Q2 2026 |
| Belleair Asset Management, LLC | 2108102 | $118.8M | 84 | Q2 2026 |
| EnCap Energy Capital Fund IX, L.P. | 1565683 | $118.8M | 1 | last filed Q4 2024 |
| Ruggiero Investments, Inc. | 2110677 | $118.7M | 89 | Q2 2026 |
| FELL CAPITAL MANAGEMENT /ADV | 850601 | $118.7M | 96 | Q2 2026 |
| Peck Wealth Management, LLC | 2135125 | $118.7M | 127 | Q2 2026 |
| Yong Rong (HK) Asset Management Ltd | 1738071 | $118.6M | 15 | Q2 2026 |
| HighRoad Wealth Advisors, LLC | 2079807 | $118.6M | 38 | Q2 2026 |
| Boyer Financial Services, Inc. | 2108122 | $118.4M | 57 | Q2 2026 |
| Naples Money Management LLC | 2008660 | $118.4M | 376 | last filed Q3 2024 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | 1909570 | $118.3M | 56 | Q2 2026 |
| Hobbs Wealth Management, LLC | 2019202 | $118.3M | 23 | Q2 2026 |
| Directional Asset Management | 2105817 | $118.3M | 94 | Q2 2026 |
| Align Wealth Management, LLC | 1961312 | $118.3M | 219 | last filed Q4 2022 |
| Portfolio Resources Advisor Group, Inc. | 2038285 | $118.2M | 150 | Q2 2026 |
| Better Way Financial, LLC | 1817720 | $118.2M | 9 | Q2 2026 |
| KMT WEALTH MANAGEMENT, LLC | 2058235 | $118.2M | 121 | Q2 2026 |
| 3 FACTOR INDEXING, LLC | 2135169 | $118.1M | 438 | Q2 2026 |
| AK GLOBAL ASSET MANAGEMENT, LLC | 2105908 | $118.1M | 28 | Q2 2026 |
| Masterton Capital Management, LP | 1817145 | $118.1M | 24 | Q2 2026 |
| AlphaCentric Advisors LLC | 1913464 | $118.0M | 259 | Q2 2026 |
| CURTIS WEALTH MANAGEMENT LLC | 2108708 | $118.0M | 55 | Q2 2026 |
| Wheels Up Wealth, Inc. | 2107618 | $117.9M | 23 | Q2 2026 |
| Starfox Financial Services, LLC | 1908885 | $117.9M | 29 | last filed Q1 2024 |
| Fiscal Wisdom Wealth Management, LLC | 2053757 | $117.9M | 102 | Q2 2026 |
| E&R Wealth Management, LLC | 2109932 | $117.9M | 12 | Q2 2026 |
| TrustWell Financial Advisors, LLC | 2133429 | $117.9M | 78 | Q2 2026 |
| White Elm Capital, LLC | 1425294 | $117.8M | 24 | last filed Q4 2019 |
| North Forty Two & Co. | 2055134 | $117.8M | 104 | Q2 2026 |
| Cannon Capital Management, Inc. | 2100130 | $117.7M | 28 | Q2 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | 2141692 | $117.7M | 130 | Q2 2026 |
| RESOLUTE FINANCIAL, LLC | 1908859 | $117.6M | 111 | last filed Q4 2022 |
| Obion Capital Management LP | 2011555 | $117.6M | 16 | Q2 2026 |
| Arrow Capital Pty Ltd | 2005134 | $117.5M | 25 | Q2 2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV | 1099905 | $117.5M | 13 | Q2 2026 |
| RVB CAPITAL MANAGEMENT LLC | 1721568 | $117.5M | 36 | last filed Q1 2022 |
| 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 |
| TABR Capital Management, LLC | 1805603 | $117.4M | 54 | Q2 2026 |
| CSP Financial Group, LLC | 2111080 | $117.3M | 24 | Q2 2026 |
| ASA Gold & Precious Metals Ltd | 1230869 | $117.3M | 16 | last filed Q3 2019 |
| Envision Financial Transparency, LLC | 2080849 | $117.2M | 59 | Q2 2026 |
| ROAM Global Management LP | 1744238 | $117.2M | 11 | last filed Q2 2021 |
| PARK CIRCLE Co | 1546592 | $117.2M | 53 | Q2 2026 |
| Corecam AG | 2110914 | $117.1M | 50 | Q2 2026 |
| Artesa Financial Group, LLC | 2109808 | $117.1M | 62 | Q2 2026 |
| 21 West Wealth Management LLC | 2067541 | $117.1M | 65 | Q2 2026 |
| Bedminster, LLC | 2087564 | $117.1M | 51 | Q2 2026 |
| Entelevest, LLC | 2109595 | $117.0M | 112 | Q2 2026 |
| MKD WEALTH COACHES, LLC | 1536549 | $117.0M | 31 | Q2 2026 |
| Green Court Capital Management Ltd | 1710785 | $117.0M | 3 | Q2 2026 |
| ORBA Wealth Advisors, L.L.C. | 2010248 | $117.0M | 85 | Q2 2026 |
| Markin Asset Management, LP | 2110806 | $116.9M | 47 | Q2 2026 |
| Twin Cities Retirement Group LLC | 2109366 | $116.8M | 22 | Q2 2026 |
| Aware Asset Management, Inc. | 1829985 | $116.8M | 2 | last filed Q4 2020 |
| KILNER CAPITAL ADVISORS, LLC | 2109522 | $116.7M | 18 | Q2 2026 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | 928400 | $116.7M | 50 | Q2 2026 |
| Wisconsin Wealth Advisors, LLC | 2073891 | $116.7M | 90 | Q2 2026 |
| V. M. MANNING & CO., INC. | 62061 | $116.7M | 53 | Q2 2026 |
| Advisory Advocates, LLC | 2111697 | $116.6M | 188 | Q2 2026 |
| Phoenician Capital LLC | 1766752 | $116.6M | 12 | last filed Q4 2022 |
| Minot DeBlois Advisors LLC | 1475933 | $116.5M | 240 | Q2 2026 |
| MEMBERS CAPITAL ADVISORS INC | 1025421 | $116.4M | 7 | Q2 2026 |
| KITCHING PARTNERS, LLC | 2010145 | $116.4M | 40 | Q2 2026 |
| Pursuit Wealth Management LLC | 2106233 | $116.4M | 118 | last filed Q4 2025 |
| WealthSpring Partners, LLC | 1961292 | $116.4M | 71 | Q2 2026 |
| Teca Partners, LP | 1910154 | $116.3M | 8 | Q2 2026 |
| Financially in Tune, LLC | 2113970 | $116.3M | 77 | last filed Q1 2026 |
| Accuvest Global Advisors | 1497637 | $116.2M | 78 | Q2 2026 |
| Monetary Solutions, Ltd | 2112370 | $116.1M | 397 | Q2 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | 2107537 | $116.1M | 77 | Q2 2026 |
| J.M. Arbour, LLC | 2099154 | $116.0M | 132 | Q2 2026 |
| OakTrust Wealth Advisors, LLC | 2113908 | $116.0M | 69 | 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 | Q2 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | 1027694 | $115.9M | 34 | Q2 2026 |
| Stembrook Asset Management, LLC | 2109734 | $115.8M | 51 | Q2 2026 |
| Force Hill Capital Management LP | 1799793 | $115.8M | 30 | last filed Q3 2023 |
| Vistica Wealth Advisors, LLC | 2109247 | $115.6M | 54 | Q2 2026 |
| Pacific Capital Partners Ltd | 2064920 | $115.6M | 40 | Q2 2026 |
| Priebe Wealth Holdings LLC | 2009646 | $115.5M | 53 | last filed Q2 2025 |
| Jefferson Bridge Capital, LLC | 2102009 | $115.4M | 53 | Q2 2026 |
| Investment Insight Wealth Management, LLC | 1737917 | $115.4M | 44 | Q2 2026 |
| John Boyer, Inc. | 1597484 | $115.4M | 39 | Q2 2026 |
| Bluebird Wealth Management LLC | 2104503 | $115.3M | 89 | Q2 2026 |
| VISION FINANCIAL MARKETS LLC | 1378145 | $115.3M | 413 | Q2 2026 |
| Titiun Yejiel | 2118914 | $115.2M | 39 | Q2 2026 |
| Foothills Asset Management, Ltd. | 1357975 | $115.1M | 65 | last filed Q1 2020 |
| Noble Wealth Partners LLC | 2147372 | $115.1M | 76 | Q2 2026 |
| RESTRUCTURING CAPITAL ASSOCIATES LP | 1012091 | $115.1M | 11 | last filed Q1 2019 |
| Montgomery Financial Services LLC | 2149844 | $115.0M | 334 | Q2 2026 |
| Alan B Lancz & Associates, Inc. | 1897835 | $115.0M | 138 | Q2 2026 |
| Parsonex Advisory Services, Inc. | 2107398 | $114.9M | 50 | Q2 2026 |
| MORGAN JESS S & CO INC | 1133335 | $114.9M | 36 | last filed Q3 2022 |
| IKE Capital, LLC | 2150482 | $114.9M | 75 | last filed Q4 2025 |
| Urban Wealth Management, LLC | 1845521 | $114.7M | 107 | Q2 2026 |
| Townsend Financial Planning, LLC | 2110688 | $114.7M | 30 | Q2 2026 |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | 2054680 | $114.7M | 36 | 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 |
| GGV Capital LLC | 1829132 | $114.5M | 8 | last filed Q4 2024 |
| Cedrus Wealth Group LLC | 2134767 | $114.5M | 51 | Q2 2026 |