Institutional 13F Filings — Most Recently Filed

CIK 0001767617

Total reported value

$371.0M

65 stks

2026-06-30

Concentration45.5

Portfolio Stability13.7

Sector conviction66.3

Congress Park Capital LLC

CIK 0001730945

Total reported value

$370.5M

134 stks

2026-06-30

Concentration10.8

Portfolio Stability21.9

Sector conviction66.4

B.O.S.S. Retirement Advisors, LLC

CIK 0001964810

Total reported value

$370.4M

157 stks

2026-06-30

Concentration22.5

Portfolio Stability39.7

Sector conviction68.3

Gunderson Capital Management LLC

CIK 0001792397

Total reported value

$370.3M

52 stks

2026-06-30

Concentration14.1

Portfolio Stability76.2

Cypress Capital, LLC

CIK 0001729939

Total reported value

$369.9M

113 stks

2026-06-30

Concentration21.7

Portfolio Stability10.7

Sector conviction55.1

General Electric Co

CIK 0000040545

Total reported value

$368.9M

2 stks

2026-06-30

Portfolio Stability17.9

Sector conviction0.0

Global Financial Private Client, LLC

CIK 0002023568

Total reported value

$368.6M

366 stks

2026-06-30

Concentration4.8

Portfolio Stability25.5

Sector conviction64.1

PhiloSmith Capital Corp

CIK 0001942361

Total reported value

$368.2M

60 stks

2026-06-30

Concentration28.1

Portfolio Stability5.1

Flynn Zito Capital Management, LLC

CIK 0001857144

Total reported value

$367.8M

166 stks

2026-06-30

Concentration11.7

Portfolio Stability21.0

New Wave Wealth Advisors LLC

CIK 0002035324

Total reported value

$367.5M

204 stks

2026-06-30

Concentration8.0

Portfolio Stability53.4

Sector conviction49.4

ONE Advisory Partners, LLC

CIK 0001819695

Total reported value

$367.4M

68 stks

2026-06-30

Concentration24.9

Portfolio Stability29.3

Whelan Financial

CIK 0001894921

Total reported value

$367.2M

101 stks

2026-06-30

Concentration33.3

Portfolio Stability14.6

Sector conviction86.6

Empirical Capital Management, LLC

CIK 0001642274

Total reported value

$365.9M

33 stks

2026-06-30

Concentration54.9

Portfolio Stability79.6

Indiana Trust & Investment Management Co

CIK 0001356407

Total reported value

$365.9M

480 stks

2026-06-30

Concentration12.5

Portfolio Stability19.7

Sector conviction55.0

First National Bank Sioux Falls

CIK 0001085041

Total reported value

$365.5M

178 stks

2026-06-30

Concentration14.6

Portfolio Stability0.0

Sector conviction40.6

Darwin Wealth Management, LLC

CIK 0001663224

Total reported value

$365.3M

777 stks

2026-06-30

Concentration6.7

Portfolio Stability30.6

Sector conviction75.5

Elevated Financial Group LLC

CIK 0002063915

Total reported value

$364.9M

125 stks

2026-06-30

Concentration18.6

Portfolio Stability27.5

Sector conviction59.3

Keating Investment Counselors INC

CIK 0001020580

Total reported value

$364.1M

59 stks

2026-06-30

Concentration48.5

Portfolio Stability14.2

Sector conviction60.9

Sage Financial Management Group, Inc.

CIK 0001762086

Total reported value

$364.0M

61 stks

2026-06-30

Concentration31.8

Portfolio Stability11.5

Sector conviction53.3

GFG Capital, LLC

CIK 0001638520

Total reported value

$363.4M

155 stks

2026-06-30

Concentration11.9

Portfolio Stability38.9

Wealth Management Associates, Inc.

CIK 0002067339

Total reported value

$362.4M

254 stks

2026-06-30

Concentration10.8

Portfolio Stability33.9

Sector conviction84.2

Solitude Financial Services

CIK 0001839890

Total reported value

$361.2M

42 stks

2026-06-30

Concentration46.8

Portfolio Stability9.0

Sector conviction66.5

HT Partners LLC

CIK 0001552999

Total reported value

$361.1M

53 stks

2026-06-30

Portfolio Stability9.7

Sector conviction84.3

WT Wealth Management

CIK 0001780507

Total reported value

$361.1M

138 stks

2026-06-30

Concentration9.5

Portfolio Stability29.3

Sector conviction64.9

Demars Financial Group, LLC

CIK 0001723115

Total reported value

$360.9M

113 stks

2026-06-30

Concentration31.4

Portfolio Stability29.3

Sector conviction56.2

MADDEN SECURITIES Corp

CIK 0001803566

Total reported value

$360.0M

118 stks

2026-06-30

Concentration11.1

Portfolio Stability25.9

Sector conviction68.8

Bryant Woods Investment Advisors, LLC

CIK 0001910641

Total reported value

$359.6M

85 stks

2026-06-30

Concentration42.5

Portfolio Stability28.9

Barrett & Company, INC.

CIK 0000887602

Total reported value

$357.2M

707 stks

2026-06-30

Concentration11.7

Portfolio Stability22.6

Sector conviction56.3

Guardian Wealth Management, LLC

CIK 0002095373

Total reported value

$356.7M

30 stks

2026-06-30

Concentration27.3

Portfolio Stability9.4

Sector conviction76.5

Cora Capital Advisors LLC

CIK 0001964530

Total reported value

$356.3M

145 stks

2026-06-30

Concentration21.5

Portfolio Stability19.9

Sector conviction74.8

Neumann Advisory Hong Kong Ltd

CIK 0001727862

Total reported value

$355.9M

6 stks

2026-06-30

Portfolio Stability16.2

Eaton-Cambridge Inc.

CIK 0002011052

Total reported value

$355.8M

70 stks

2026-06-30

Concentration63.4

Portfolio Stability11.2

Hi-Line Capital Management, LLC

CIK 0001776074

Total reported value

$355.5M

32 stks

2026-06-30

Concentration18.6

Portfolio Stability30.8

Sector conviction46.3

Rise Advisors, LLC

CIK 0001831316

Total reported value

$355.3M

103 stks

2026-06-30

Concentration28.9

Portfolio Stability24.6

Sector conviction77.2

One Wealth Capital Management, LLC

CIK 0002050308

Total reported value

$355.1M

233 stks

2026-06-30

Concentration12.3

Portfolio Stability50.1

Sector conviction81.5

Santori & Peters, Inc.

CIK 0001730959

Total reported value

$354.6M

83 stks

2026-06-30

Concentration97.6

Portfolio Stability10.9

Wheelhouse Advisory Group LLC

CIK 0001998946

Total reported value

$354.4M

55 stks

2026-06-30

Concentration27.3

Portfolio Stability16.3

Sector conviction55.3

Somerset Trust Co

CIK 0001597099

Total reported value

$353.6M

232 stks

2026-06-30

Concentration6.5

Portfolio Stability17.8

Sector conviction44.6

jvl associates llc

CIK 0001915765

Total reported value

$352.5M

79 stks

2026-06-30

Concentration30.1

Portfolio Stability17.4

Sector conviction97.6

FFG Partners, LLC

Contrarian

CIK 0002045972

Total reported value

$352.4M

42 stks

2026-06-30

Concentration17.5

Portfolio Stability72.0

Sector conviction73.3

Keeler & Nadler Financial Planning & Wealth Management

CIK 0002035883

Total reported value

$352.3M

85 stks

2026-06-30

Concentration17.5

Portfolio Stability22.5

Sunpointe, LLC

CIK 0002012181

Total reported value

$352.0M

281 stks

2026-06-30

Concentration5.5

Portfolio Stability31.3

Sector conviction67.1

Colonial River Investments, LLC

CIK 0001845859

Total reported value

$351.5M

249 stks

2026-06-30

Concentration6.3

Portfolio Stability52.3

Sector conviction83.1

LifeGuide Financial Advisors, LLC

CIK 0001908585

Total reported value

$351.2M

47 stks

2026-06-30

Concentration44.9

Portfolio Stability12.5

Sector conviction67.5

StrongBox Wealth, LLC

CIK 0001812155

Total reported value

$350.9M

267 stks

2026-06-30

Concentration10.8

Portfolio Stability15.7

Sector conviction40.5

PKO BP BANKOWY Universal Pension Society JSC

CIK 0002055875

Total reported value

$349.9M

13 stks

2026-06-30

Portfolio Stability50.9

Planned Solutions, Inc.

CIK 0001831332

Total reported value

$348.9M

155 stks

2026-06-30

Concentration19.1

Portfolio Stability17.8

Sector conviction60.8

Robinswood Financial LLC

CIK 0002139748

Total reported value

$348.9M

435 stks

2026-06-30

Concentration14.7

Portfolio Stability10.4

Sector conviction60.5

Auour Investments LLC

CIK 0001789310

Total reported value

$348.8M

95 stks

2026-06-30

Concentration26.6

Portfolio Stability16.3

Sector conviction57.1

Pines Wealth Management, LLC

CIK 0002037426

Total reported value

$347.8M

219 stks

2026-06-30

Concentration6.9

Portfolio Stability20.6

Sector conviction64.1

First United Bank & Trust

CIK 0001214183

Total reported value

$347.6M

589 stks

2026-06-30

Concentration8.3

Portfolio Stability18.4

Sector conviction45.8