Institutions with $100M to $1B AUM (7392 funds)

Brown Miller Wealth Management, LLC

CIK 0001840084

Total reported value

$351.9M

270 stks

2026-03-31

Concentration13.4

Portfolio Stability15.6

Sector conviction97.7

Acorn Capital Advisors, LLC

CIK 0002054410

Total reported value

$351.8M

22 stks

2026-03-31

Concentration56.9

Portfolio Stability31.1

Precocity Capital LP

CIK 0001671811

Total reported value

$351.7M

41 stks

2018-12-31

Stale — no recent filing

Concentration13.3

Vision Retirement, LLC

CIK 0002069023

Total reported value

$351.6M

649 stks

2026-03-31

Concentration17.5

Portfolio Stability17.0

Sector conviction59.6

HTG Investment Advisors, Inc.

CIK 0001963875

Total reported value

$351.5M

85 stks

2026-03-31

Concentration18.8

Portfolio Stability13.0

Sector conviction80.9

Enavate Sciences Gp, LLC

CIK 0001953107

Total reported value

$351.5M

7 stks

2026-03-31

Concentration80.3

Portfolio Stability36.2

Shelter Haven Capital Management, L.P.

CIK 0001757975

Total reported value

$351.3M

11 stks

2021-12-31

Stale — no recent filing

Concentration64.1

Colton Groome Financial Advisors, LLC

CIK 0001780330

Total reported value

$351.2M

137 stks

2026-03-31

Concentration21.4

Portfolio Stability10.2

Sector conviction87.0

Alaethes Wealth, LLC

CIK 0001859677

Total reported value

$351.2M

124 stks

2026-03-31

Concentration12.1

Portfolio Stability19.1

Sector conviction51.6

LifeGuide Financial Advisors, LLC

CIK 0001908585

Total reported value

$351.2M

47 stks

2026-06-30

Concentration44.9

Portfolio Stability12.5

Sector conviction67.5

Jamison Eaton & Wood INC /nj

CIK 0000886920

Total reported value

$351.1M

113 stks

2015-03-31

Stale — no recent filing

Concentration7.2

Portfolio Stability8.8

Sector conviction47.0

Fiduciary Family Office, LLC

CIK 0002020280

Total reported value

$350.8M

179 stks

2026-03-31

Concentration44.6

Portfolio Stability22.4

Sector conviction90.6

PhiloSmith Capital Corp

CIK 0001942361

Total reported value

$350.6M

58 stks

2026-03-31

Concentration28.1

Portfolio Stability5.4

Spider Management Company, LLC

CIK 0001791621

Total reported value

$350.6M

5 stks

2026-03-31

Portfolio Stability44.0

Steph & Co

CIK 0000941519

Total reported value

$350.5M

301 stks

2026-03-31

Concentration32.5

Portfolio Stability11.3

Sector conviction51.6

Hamel Associates, INC.

CIK 0001599760

Total reported value

$350.5M

81 stks

2026-03-31

Concentration11.4

Portfolio Stability15.3

Sector conviction38.4

Columbia Bank

CIK 0002017259

Total reported value

$350.4M

261 stks

2026-03-31

Concentration8.1

Portfolio Stability15.3

Sector conviction61.2

Ping Capital Management, INC.

CIK 0001804352

Total reported value

$350.3M

83 stks

2026-03-31

Concentration28.3

Portfolio Stability47.0

Engrave Wealth Partners LLC

CIK 0001806222

Total reported value

$350.3M

80 stks

2023-12-31

Stale — no recent filing

Concentration27.8

First Niagara Bank

CIK 0001061304

Total reported value

$350.2M

398 stks

2016-06-30

Stale — no recent filing

Concentration6.9

Portfolio Stability7.7

Sector conviction52.3

PKO BP BANKOWY Universal Pension Society JSC

CIK 0002055875

Total reported value

$349.9M

13 stks

2026-06-30

Portfolio Stability50.9

Wealth Management Partners, LLC

CIK 0001843294

Total reported value

$349.9M

147 stks

2026-03-31

Concentration11.9

Portfolio Stability16.3

Retirement Financial Solutions, LLC

CIK 0001962532

Total reported value

$349.8M

53 stks

2026-03-31

Concentration18.4

Portfolio Stability31.3

Tradition Asset Management LLC

CIK 0001778396

Total reported value

$349.8M

178 stks

2020-06-30

Stale — no recent filing

Concentration5.1

Portfolio Stability27.3

Sector conviction63.1

Pineridge Advisors LLC

CIK 0002012421

Total reported value

$349.8M

460 stks

2025-09-30

Stale — no recent filing

Concentration57.9

Portfolio Stability46.7

Sector conviction88.2

Cornerstone Retirement Group, Inc.

CIK 0001791803

Total reported value

$349.8M

33 stks

2023-09-30

Stale — no recent filing

Sector conviction85.8

Bruce & Co., Inc.

CIK 0001358331

Total reported value

$349.7M

41 stks

2026-03-31

Concentration18.8

Portfolio Stability13.6

Sector conviction54.5

Kb Financial Partners, LLC

CIK 0001864910

Total reported value

$349.6M

581 stks

2023-09-30

Stale — no recent filing

Concentration26.5

Sector conviction49.4

MGB Wealth Management, LLC

CIK 0002015822

Total reported value

$349.6M

308 stks

2025-12-31

Stale — no recent filing

Concentration14.3

Portfolio Stability17.2

Websterrogers Financial Advisors, LLC

CIK 0001841757

Total reported value

$349.5M

95 stks

2026-03-31

Concentration14.9

Portfolio Stability5.6

Sector conviction51.3

Pennsylvania Capital Management INC /adv

CIK 0001004140

Total reported value

$349.5M

112 stks

2026-03-31

Concentration18.5

Portfolio Stability10.7

Srh Advisors, LLC

CIK 0001512779

Total reported value

$349.5M

278 stks

2026-03-31

Portfolio Stability5.3

Merck & Co., Inc.

CIK 0000310158

Total reported value

$349.4M

14 stks

2026-03-31

Concentration88.8

Portfolio Stability39.8

Lloyd Advisory Services, LLC.

CIK 0001802474

Total reported value

$349.4M

865 stks

2026-03-31

Concentration25.6

Sector conviction51.3

Kingdom Financial Group LLC.

CIK 0001962236

Total reported value

$349.4M

865 stks

2026-03-31

Concentration25.6

Portfolio Stability29.8

Sector conviction51.3

Global Assets Advisory, LLC

CIK 0001942932

Total reported value

$349.4M

506 stks

2026-03-31

Concentration7.5

Portfolio Stability64.8

Sector conviction61.8

Carmel Capital Management L.L.C.

CIK 0001878547

Total reported value

$349.2M

25 stks

2026-03-31

Concentration25.0

Portfolio Stability16.5

Sector conviction89.8

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

Endeavor Private Wealth, INC.

CIK 0001906023

Total reported value

$348.7M

406 stks

2026-03-31

Concentration6.1

Portfolio Stability23.5

Sector conviction47.2

Ironwood Wealth Management, LLC.

CIK 0001692820

Total reported value

$348.7M

47 stks

2026-03-31

Concentration47.9

Portfolio Stability3.0

Nokomis Capital, L.L.C.

CIK 0001541055

Total reported value

$348.6M

55 stks

2026-03-31

Concentration16.7

Portfolio Stability64.2

Sector conviction73.2

Dixon Hughes Goodman Wealth Advisors LLC

CIK 0001906545

Total reported value

$348.6M

1,034 stks

2022-03-31

Stale — no recent filing

Concentration18.2

Sector conviction38.6

11 Capital Partners LP

CIK 0001801172

Total reported value

$348.5M

20 stks

2026-03-31

Concentration22.9

Portfolio Stability50.0

Sector conviction59.3

Creative Capital Management Investments LLC

CIK 0001957363

Total reported value

$348.5M

324 stks

2026-03-31

Concentration50.8

Portfolio Stability7.2

Sector conviction85.4

LOM Asset Management Ltd

CIK 0002077907

Total reported value

$347.9M

278 stks

2026-03-31

Concentration5.2

Portfolio Stability14.5

Sector conviction44.4

Argos Wealth Advisors, LLC

CIK 0001809154

Total reported value

$347.8M

202 stks

2026-03-31

Concentration29.9

Portfolio Stability20.9

Gill Capital Partners, LLC

CIK 0000729563

Total reported value

$347.6M

701 stks

2026-03-31

Concentration9.5

Portfolio Stability16.3

Sector conviction55.8

William Harris Investors INC

CIK 0000928204

Total reported value

$347.5M

129 stks

2016-12-31

Stale — no recent filing

Concentration14.0

Portfolio Stability72.1

Lanham O'Dell & Company, Inc.

CIK 0001926344

Total reported value

$347.3M

40 stks

2025-12-31

Stale — no recent filing

Concentration50.1

Portfolio Stability21.3

Harvest Capital Management Inc

CIK 0001105876

Total reported value

$347.3M

102 stks

2019-06-30

Stale — no recent filing

Concentration30.4

Portfolio Stability16.9

Sector conviction50.0

Investment Advisory Services INC /tx /adv

CIK 0000925953

Total reported value

$347.2M

140 stks

2026-06-30

Concentration15.5

Portfolio Stability19.5

Sector conviction44.5

Weybosset Research & Management LLC

CIK 0001280604

Total reported value

$346.8M

33 stks

2026-03-31

Concentration20.3

Portfolio Stability17.6

Sector conviction55.3

Key Client Fiduciary Advisors, LLC

CIK 0001912612

Total reported value

$346.7M

232 stks

2026-06-30

Concentration8.7

Portfolio Stability25.8

Sector conviction63.6

Winmill & Co. INC

CIK 0000052234

Total reported value

$346.6M

79 stks

2026-03-31

Concentration19.5

Portfolio Stability30.9

Sector conviction52.4

Fi3 FINANCIAL ADVISORS, LLC

CIK 0001862427

Total reported value

$346.4M

218 stks

2026-03-31

Concentration23.8

Portfolio Stability23.7

Sector conviction50.9

Vance Wealth, LLC

CIK 0001910854

Total reported value

$346.2M

118 stks

2026-03-31

Concentration28.4

Portfolio Stability8.1

Sector conviction55.2

Archipel Asset Management AB

CIK 0001536725

Total reported value

$346.1M

129 stks

2014-09-30

Stale — no recent filing

Concentration5.0

Sector conviction61.4

CGC Financial Services, LLC

CIK 0001992785

Total reported value

$346.1M

331 stks

2026-03-31

Concentration43.1

Portfolio Stability16.3

Sector conviction55.9

Mariner Investment Group LLC

CIK 0001096978

Total reported value

$345.9M

108 stks

2026-03-31

Concentration60.4

Sector conviction65.5

Prairiewood Capital, LLC

CIK 0001839695

Total reported value

$345.8M

77 stks

2026-03-31

Concentration33.1

Portfolio Stability11.0

Sector conviction81.0

Philadelphia Financial Management of San Francisco, LLC

CIK 0001351407

Total reported value

$345.5M

43 stks

2026-03-31

Concentration13.6

Osprey Private Wealth LLC

CIK 0002041805

Total reported value

$345.3M

77 stks

2026-03-31

Concentration12.4

Portfolio Stability18.3

Sector conviction44.8

Bear Mountain Capital, Inc.

CIK 0002009419

Total reported value

$345.2M

214 stks

2026-06-30

Concentration31.3

Portfolio Stability4.8

Sector conviction83.5

G&S Capital LLC

CIK 0001731448

Total reported value

$345.2M

156 stks

2026-06-30

Concentration6.5

Portfolio Stability38.7

Sector conviction48.3

Aikya Investment Management Ltd

CIK 0002005403

Total reported value

$344.7M

4 stks

2026-03-31

Portfolio Stability28.4

Ten Capital Wealth Advisors, LLC

CIK 0001832212

Total reported value

$344.6M

200 stks

2023-06-30

Stale — no recent filing

Concentration0.0

Fieldpoint Private Securities, LLC

CIK 0001706170

Total reported value

$344.5M

1,592 stks

2022-06-30

Stale — no recent filing

Concentration4.0

Sector conviction56.6

III Capital Management

CIK 0001783139

Total reported value

$344.4M

58 stks

2026-03-31

Concentration79.5

Presidio Capital Management, LLC

CIK 0001931750

Total reported value

$344.3M

79 stks

2026-03-31

Concentration33.8

Portfolio Stability8.3

S.E.E.D. Planning Group LLC

CIK 0001765515

Total reported value

$344.3M

89 stks

2026-03-31

Concentration11.4

Portfolio Stability35.9

Sector conviction38.1

Greenlea Lane Capital Management, LLC

CIK 0001766504

Total reported value

$344.3M

9 stks

2026-03-31

Concentration51.2

Portfolio Stability37.6

Threadgill Financial, LLC

CIK 0001814104

Total reported value

$344.2M

44 stks

2026-03-31

Concentration25.1

Portfolio Stability69.6

Geisinger Health

CIK 0001946205

Total reported value

$344.1M

5 stks

2024-06-30

Stale — no recent filing

Flagship Wealth Advisors, LLC

CIK 0002036117

Total reported value

$343.9M

394 stks

2025-12-31

Stale — no recent filing

Concentration11.6

Portfolio Stability16.4

Sector conviction60.8

Field & Main Bank

CIK 0001594492

Total reported value

$343.7M

326 stks

2026-03-31

Concentration8.6

Portfolio Stability16.5

Sector conviction50.3

Smart Money Group LLC

CIK 0001728866

Total reported value

$343.7M

84 stks

2026-03-31

Portfolio Stability7.3

Sector conviction42.1

Thrive Capital Management, LLC

CIK 0001765681

Total reported value

$343.7M

5 stks

2026-03-31

Portfolio Stability63.5

Ballast Advisors LLC

CIK 0001803415

Total reported value

$343.6M

401 stks

2026-03-31

Concentration19.5

Portfolio Stability18.3

Sector conviction57.1

Cedar Wealth Management, LLC

CIK 0001665642

Total reported value

$343.6M

89 stks

2026-03-31

Concentration32.0

Portfolio Stability14.4

Sector conviction66.7

Long Walk Management LP

CIK 0001869470

Total reported value

$343.5M

11 stks

2026-03-31

Concentration39.4

Portfolio Stability69.1

Sector conviction83.3

Warburg Pincus LLC

CIK 0001162870

Total reported value

$343.5M

3 stks

2026-03-31

Portfolio Stability96.5

Puzo Michael J

CIK 0001053914

Total reported value

$343.4M

379 stks

2026-03-31

Concentration12.8

Portfolio Stability15.4

Sector conviction54.3

Eleva Capital SAS

CIK 0002054496

Total reported value

$343.4M

24 stks

2026-03-31

Portfolio Stability39.6

Tucker Asset Management LLC

CIK 0001870012

Total reported value

$343.4M

1,080 stks

2025-12-31

Stale — no recent filing

Concentration48.1

Portfolio Stability18.7

Joule Financial, LLC

CIK 0001929070

Total reported value

$343.3M

114 stks

2026-03-31

Concentration33.0

Portfolio Stability11.0

Sector conviction44.0

Palo Alto Wealth Advisors, LLC

CIK 0001964382

Total reported value

$343.3M

64 stks

2025-09-30

Stale — no recent filing

Concentration63.7

Portfolio Stability35.5

HawsGoodwin Investment Management LLC

CIK 0001799500

Total reported value

$343.2M

113 stks

2021-12-31

Stale — no recent filing

Concentration14.2

Sector conviction49.8

Lawson Kroeker Investment Management Inc/ne

CIK 0001013701

Total reported value

$343.1M

59 stks

2026-03-31

Concentration19.7

Portfolio Stability18.6

Sector conviction57.0

Westbourne Investment Advisors, Inc.

CIK 0001650092

Total reported value

$343.0M

115 stks

2026-03-31

Concentration11.9

Portfolio Stability16.6

Sector conviction62.5

PFW Advisors LLC

CIK 0001989744

Total reported value

$343.0M

124 stks

2026-06-30

Concentration18.1

Portfolio Stability14.6

Sector conviction48.0

Acorn Wealth Advisors, LLC

CIK 0001730610

Total reported value

$343.0M

264 stks

2026-03-31

Concentration6.5

Portfolio Stability15.0

Sector conviction66.9

M. Kraus & Co

CIK 0001593688

Total reported value

$342.9M

81 stks

2026-03-31

Concentration15.1

Portfolio Stability13.3

Sector conviction49.4

SS&H Financial Advisors, Inc.

CIK 0001911735

Total reported value

$342.7M

125 stks

2025-12-31

Stale — no recent filing

Concentration12.6

Portfolio Stability11.1

Sector conviction62.2

Fieldview Capital Management, LLC

CIK 0002040221

Total reported value

$342.6M

468 stks

2026-03-31

Concentration1.4

Sector conviction42.3

Van Strum & Towne INC.

CIK 0001080173

Total reported value

$342.5M

111 stks

2026-03-31

Concentration10.7

Portfolio Stability17.6

Sector conviction48.8

Mass Ave Global Inc.

CIK 0001910663

Total reported value

$342.4M

33 stks

2022-12-31

Stale — no recent filing

Concentration44.6

Consilio Wealth Advisors, LLC

CIK 0001908944

Total reported value

$342.4M

101 stks

2026-03-31

Concentration27.2

Portfolio Stability40.0

Sector conviction90.9

Vectors Research Management, LLC

CIK 0001750557

Total reported value

$342.4M

142 stks

2026-03-31

Concentration8.2

Portfolio Stability20.1

Sector conviction44.5

Regimen Wealth, LLC

CIK 0001963863

Total reported value

$342.2M

70 stks

2026-03-31

Concentration20.8

Portfolio Stability39.6

WIT Partners Advisory Pte. Ltd.

CIK 0002000043

Total reported value

$342.1M

16 stks

2026-03-31

Portfolio Stability21.8

Slotnik Capital, LLC

CIK 0001963764

Total reported value

$341.9M

27 stks

2026-03-31

Concentration28.0

Sector conviction53.9

Ferguson Shapiro LLC

CIK 0001767433

Total reported value

$341.8M

91 stks

2026-06-30

Concentration18.8

Portfolio Stability57.5

Sector conviction62.5

Yakira Capital Management, Inc.

CIK 0001584639

Total reported value

$341.7M

196 stks

2026-03-31

Concentration10.1

Portfolio Stability95.3

Sector conviction61.0

Grandview Asset Management LLC

CIK 0001766791

Total reported value

$341.7M

137 stks

2026-03-31

Concentration21.7

Portfolio Stability18.2

Sector conviction93.6

SMART Wealth LLC

CIK 0002044723

Total reported value

$341.5M

207 stks

2026-03-31

Concentration4.9

Portfolio Stability39.7

Sector conviction98.6

Findell Capital Management LLC

CIK 0001814465

Total reported value

$341.4M

18 stks

2026-03-31

Concentration80.5

Portfolio Stability36.9

Yeomans Consulting Group, Inc.

CIK 0002014739

Total reported value

$341.3M

113 stks

2025-12-31

Stale — no recent filing

Concentration16.6

Portfolio Stability76.6

Sector conviction71.6

Seneca Financial Advisors LLC

CIK 0002082922

Total reported value

$341.3M

64 stks

2026-03-31

Concentration22.3

Portfolio Stability6.8

Sector conviction77.9

EntryPoint Capital, LLC

CIK 0001992519

Total reported value

$341.2M

731 stks

2026-03-31

Concentration0.8

Portfolio Stability98.2

Sector conviction36.3

Intergy Private Wealth, LLC

CIK 0001911342

Total reported value

$341.0M

123 stks

2026-03-31

Concentration27.5

Portfolio Stability8.8

Sector conviction78.4

Crestview Partners II GP, L.P.

CIK 0001505639

Total reported value

$340.9M

3 stks

2026-03-31

Portfolio Stability10.3

Missouri Trust & Investment Co

CIK 0001908186

Total reported value

$340.8M

411 stks

2026-03-31

Concentration15.2

Portfolio Stability13.1

Sector conviction63.4

Keystone Financial Services

CIK 0001865158

Total reported value

$340.7M

259 stks

2026-03-31

Concentration18.0

Portfolio Stability33.4

Sector conviction45.3

Cornell Pochily Investment Advisors, Inc.

CIK 0001736260

Total reported value

$340.4M

174 stks

2026-03-31

Concentration8.2

Portfolio Stability14.8

Sector conviction59.9

Main Street Group, LTD

CIK 0001965796

Total reported value

$340.4M

1,558 stks

2026-03-31

Concentration33.8

Portfolio Stability37.4

Sector conviction72.4

Berry Street Capital Management LLP

CIK 0001804007

Total reported value

$340.4M

29 stks

2023-09-30

Stale — no recent filing

Concentration32.7

Sector conviction90.6

Act Wealth Management, LLC

CIK 0001814191

Total reported value

$340.3M

64 stks

2026-06-30

Concentration33.8

Portfolio Stability16.1

Sector conviction87.4

Walled Lake Planning & Wealth Management, LLC

CIK 0001812177

Total reported value

$340.3M

136 stks

2026-03-31

Concentration14.0

Portfolio Stability25.2

Sector conviction59.5

Kidder Stephen W

CIK 0001314377

Total reported value

$340.1M

327 stks

2026-03-31

Concentration14.8

Portfolio Stability13.8

Sector conviction58.2

Sweeney & Michel, LLC

CIK 0001979556

Total reported value

$340.1M

145 stks

2026-03-31

Concentration14.0

Portfolio Stability3.9

Sector conviction56.5

Warner Financial, INC

CIK 0001927175

Total reported value

$340.1M

145 stks

2026-06-30

Concentration14.6

Portfolio Stability15.9

Sector conviction76.4

First International Bank of Israel Ltd.

CIK 0002081196

Total reported value

$340.1M

59 stks

2026-03-31

Concentration17.3

Portfolio Stability66.7

Sector conviction75.2

Greenbush Financial Group, LLC

CIK 0002061818

Total reported value

$340.1M

35 stks

2026-06-30

Concentration25.9

Portfolio Stability25.4

Pineno Levin & Ford Asset Management, Inc.

CIK 0001390205

Total reported value

$340.0M

119 stks

2021-12-31

Stale — no recent filing

Concentration8.8

Sector conviction52.0

Bell Asset Management Ltd

CIK 0001681004

Total reported value

$339.8M

61 stks

2026-03-31

Concentration13.2

Portfolio Stability35.5

Sector conviction83.4

NewFocus Financial Group, LLC

CIK 0001599212

Total reported value

$339.7M

118 stks

2020-12-31

Stale — no recent filing

Concentration11.9

Portfolio Stability14.3

Sector conviction96.8

Neumann Capital Management, LLC

CIK 0001631930

Total reported value

$339.5M

102 stks

2026-03-31

Concentration13.3

Portfolio Stability10.1

Sector conviction83.9

Jackson Creek Investment Advisors LLC

CIK 0001831003

Total reported value

$339.5M

293 stks

2026-03-31

Concentration1.8

Portfolio Stability80.8

Sector conviction41.8

River Street Advisors LLC

CIK 0001964897

Total reported value

$339.5M

255 stks

2026-06-30

Concentration8.4

Portfolio Stability23.4

Sector conviction50.6

Monterey Private Wealth, Inc.

CIK 0001839826

Total reported value

$339.5M

138 stks

2025-03-31

Stale — no recent filing

Concentration24.5

Sector conviction71.2

Sophron Capital Management L.P.

CIK 0002027142

Total reported value

$339.4M

41 stks

2026-03-31

Concentration13.8

Portfolio Stability43.6

Myriad Asset Management Advisors LLC

CIK 0002069031

Total reported value

$339.4M

47 stks

2026-03-31

Concentration42.4

Portfolio Stability58.0

Sector conviction73.1

Unified Trust Company, N.A.

CIK 0001765893

Total reported value

$339.3M

83 stks

2021-09-30

Stale — no recent filing

Concentration25.0

Sector conviction46.2

Verger Capital Management LLC

CIK 0001627417

Total reported value

$339.2M

13 stks

2026-03-31

Concentration59.8

Portfolio Stability7.3

Whitefort Capital Management, LP

CIK 0001884931

Total reported value

$339.1M

20 stks

2026-03-31

Concentration37.5

Portfolio Stability30.6

Brilliance Asset Management LTD

CIK 0001665751

Total reported value

$339.1M

16 stks

2026-03-31

Concentration55.7

Portfolio Stability83.6

Iron Horse Wealth Management, LLC

CIK 0001836270

Total reported value

$339.0M

591 stks

2025-06-30

Stale — no recent filing

Concentration24.8

Sector conviction53.6

Pinnacle Bancorp, Inc.

CIK 0001703383

Total reported value

$338.8M

885 stks

2026-03-31

Concentration6.2

Portfolio Stability9.6

Sector conviction47.5

Core Alternative Capital

CIK 0001776878

Total reported value

$338.7M

205 stks

2026-03-31

Concentration8.1

Portfolio Stability17.6

Sector conviction51.7

Concentrum Wealth Management

CIK 0001765387

Total reported value

$338.6M

111 stks

2026-03-31

Concentration32.0

Portfolio Stability18.7

Monarch Partners Asset Management LLC

CIK 0001568555

Total reported value

$338.6M

133 stks

2022-12-31

Stale — no recent filing

Concentration3.7

Silverleafe Capital Partners, LLC

CIK 0001535611

Total reported value

$338.6M

103 stks

2026-03-31

Concentration17.6

Portfolio Stability50.5

Sector conviction75.0

Source Financial Advisors LLC

CIK 0001830954

Total reported value

$338.5M

167 stks

2024-09-30

Stale — no recent filing

Concentration23.9

Sector conviction85.0

US Financial Advisors, LLC

CIK 0001640420

Total reported value

$338.4M

97 stks

2025-03-31

Stale — no recent filing

Concentration17.6

Hibernia Wealth Partners, LLC

CIK 0001950637

Total reported value

$338.2M

196 stks

2026-03-31

Concentration27.7

Portfolio Stability9.2

Sector conviction45.5

Solitude Financial Services

CIK 0001839890

Total reported value

$338.1M

39 stks

2026-03-31

Concentration45.0

Portfolio Stability12.1

Brightline Capital Management, LLC

CIK 0001432450

Total reported value

$338.1M

9 stks

2026-03-31

Concentration60.8

Portfolio Stability41.6

Annapolis Financial Services, LLC

CIK 0001843110

Total reported value

$337.8M

487 stks

2024-09-30

Stale — no recent filing

Concentration11.2

Sector conviction45.1