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

Maryland Capital Advisors INC.

CIK 0001891201

Total reported value

$295.5M

271 stks

2025-12-31

Stale — no recent filing

Concentration29.8

Portfolio Stability6.9

Cambridge Financial Group, LLC

CIK 0002085256

Total reported value

$295.4M

168 stks

2026-03-31

Concentration14.7

Portfolio Stability26.9

Sector conviction46.9

Royal Harbor Partners, LLC

CIK 0001801876

Total reported value

$295.4M

51 stks

2026-03-31

Concentration19.6

Portfolio Stability49.7

Sector conviction85.2

Master's Wealth Management INC.

CIK 0002056521

Total reported value

$295.3M

82 stks

2026-03-31

Concentration51.3

Portfolio Stability8.8

Sector conviction65.8

Shine Investment Advisory Services INC

CIK 0001002912

Total reported value

$295.1M

747 stks

2020-09-30

Stale — no recent filing

Concentration18.5

Portfolio Stability15.5

Sector conviction72.3

Claar Advisors LLC

CIK 0001593410

Total reported value

$295.1M

15 stks

2026-03-31

Portfolio Stability18.9

Sector conviction73.3

Keeler & Nadler Financial Planning & Wealth Management

CIK 0002035883

Total reported value

$294.8M

82 stks

2026-03-31

Concentration18.1

Portfolio Stability16.3

Morris Financial Concepts, INC.

CIK 0001387386

Total reported value

$294.6M

195 stks

2026-03-31

Concentration20.2

Portfolio Stability8.7

Sector conviction46.2

Permit Capital, LLC

CIK 0001313978

Total reported value

$294.4M

19 stks

2026-03-31

Concentration59.7

Portfolio Stability16.8

Sector conviction71.8

Barings Real Estate Advisers LLC

CIK 0001379495

Total reported value

$294.3M

38 stks

2016-12-31

Stale — no recent filing

Concentration15.2

Portfolio Stability49.0

Selkirk Management LLC

CIK 0001565432

Total reported value

$294.2M

11 stks

2026-03-31

Concentration84.2

Portfolio Stability26.0

B&I Capital AG

CIK 0001843527

Total reported value

$294.1M

24 stks

2026-03-31

Concentration28.5

Portfolio Stability29.2

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

Total reported value

$294.0M

115 stks

2026-03-31

Concentration17.1

Portfolio Stability71.2

Pacifica Capital Investments, LLC

CIK 0001486713

Total reported value

$293.8M

15 stks

2026-03-31

Concentration64.6

Portfolio Stability36.5

J Arnold Wealth Management Co

CIK 0001875202

Total reported value

$293.7M

35 stks

2023-12-31

Stale — no recent filing

Concentration56.0

Deseret Mutual Benefit Administrators

CIK 0001789351

Total reported value

$293.6M

508 stks

2026-03-31

Concentration9.4

Portfolio Stability60.6

Sector conviction42.7

Missouri Education Pension Trust

CIK 0002093346

Total reported value

$293.5M

2 stks

2026-03-31

Portfolio Stability49.4

Engle Capital Management, L.P.

CIK 0001684868

Total reported value

$293.5M

22 stks

2026-03-31

Concentration28.2

Portfolio Stability81.3

Sector conviction87.6

HF Advisory Group, LLC

CIK 0001963169

Total reported value

$293.4M

166 stks

2026-03-31

Concentration4.5

Portfolio Stability13.4

Sector conviction46.9

Ancora Inverness, LLC

CIK 0001657660

Total reported value

$293.4M

213 stks

2016-09-30

Stale — no recent filing

Concentration5.4

Portfolio Stability17.8

Sector conviction41.5

Wealth Advisors Northwest LLC

CIK 0002053892

Total reported value

$293.2M

65 stks

2026-06-30

Concentration37.6

Portfolio Stability21.2

Consilium Wealth Advisory, LLC

CIK 0001904906

Total reported value

$293.2M

102 stks

2026-03-31

Concentration17.0

Portfolio Stability22.4

Sector conviction72.6

Montgomery Investment Management INC

CIK 0001272544

Total reported value

$293.1M

103 stks

2026-03-31

Concentration13.3

Portfolio Stability19.1

Sector conviction57.8

Colorado Capital Management, Inc.

CIK 0001664147

Total reported value

$293.1M

101 stks

2026-06-30

Concentration11.4

Portfolio Stability12.3

Sector conviction96.1

Stonehearth Capital Management, LLC

CIK 0001550191

Total reported value

$293.1M

94 stks

2026-06-30

Concentration25.6

Portfolio Stability35.5

Sector conviction52.8

Firetrail Investments Pty LTD

CIK 0001943822

Total reported value

$293.1M

28 stks

2026-03-31

Concentration18.7

Portfolio Stability20.7

Sector conviction64.0

Eagle Capital Management, LLC

CIK 0001600746

Total reported value

$292.9M

50 stks

2026-06-30

Concentration21.1

Portfolio Stability17.6

Sector conviction87.9

Nixon Capital, LLC

CIK 0001846352

Total reported value

$292.8M

22 stks

2026-03-31

Concentration24.5

Portfolio Stability47.0

Sector conviction62.6

Sharper & Granite LLC

CIK 0001959415

Total reported value

$292.7M

107 stks

2026-03-31

Concentration8.3

Portfolio Stability10.6

Curio Wealth, LLC

CIK 0002049201

Total reported value

$292.6M

1,256 stks

2026-03-31

Concentration34.5

Portfolio Stability7.7

Sector conviction59.9

Wellesley Investment Partners, LLC

CIK 0001669733

Total reported value

$292.5M

103 stks

2020-09-30

Stale — no recent filing

Concentration25.8

Portfolio Stability6.6

Sector conviction52.4

Highlander Capital Management, LLC

CIK 0001519113

Total reported value

$292.3M

955 stks

2024-03-31

Stale — no recent filing

Concentration5.7

Sector conviction39.0

Barometer Capital Management INC.

CIK 0001536890

Total reported value

$292.2M

114 stks

2026-03-31

Concentration9.5

Sector conviction57.6

Roanoke Asset Management Corp/ Ny

CIK 0001089710

Total reported value

$292.1M

93 stks

2025-03-31

Stale — no recent filing

Concentration10.8

Sector conviction67.4

Pennington Partners & Co., LLC

CIK 0001779355

Total reported value

$292.0M

114 stks

2026-03-31

Concentration39.4

Portfolio Stability20.9

Sector conviction60.7

Nicollet Investment Management, Inc.

CIK 0001729048

Total reported value

$292.0M

76 stks

2026-03-31

Concentration12.5

Portfolio Stability16.6

Sector conviction45.9

Wade Financial Advisory, Inc

CIK 0001802670

Total reported value

$291.9M

76 stks

2025-03-31

Stale — no recent filing

Concentration29.4

TFG Advisers LLC

CIK 0001806473

Total reported value

$291.9M

208 stks

2025-06-30

Stale — no recent filing

Concentration6.2

Sector conviction60.3

Burkett Financial Services, LLC

CIK 0001762716

Total reported value

$291.8M

251 stks

2026-03-31

Concentration37.3

Portfolio Stability7.1

Sector conviction51.2

Francisco Partners Management, LP

CIK 0001197853

Total reported value

$291.8M

3 stks

2026-03-31

Portfolio Stability45.0

LCC Family Corp.

CIK 0002080628

Total reported value

$291.7M

1 stks

2026-03-31

Portfolio Stability48.8

Dynamo Internacional Gestao De Recursos Ltda.

CIK 0001546790

Total reported value

$291.6M

7 stks

2026-03-31

Portfolio Stability66.1

GFS Private Wealth, LLC

CIK 0001728122

Total reported value

$291.6M

48 stks

2017-12-31

Stale — no recent filing

Concentration22.8

Sector conviction89.7

Bishop & Co Investment Management, LLC

CIK 0001603276

Total reported value

$291.5M

26 stks

2026-03-31

Concentration46.1

Portfolio Stability37.3

Members Advisory Group LLC

CIK 0001908587

Total reported value

$291.5M

36 stks

2026-03-31

Concentration25.4

Portfolio Stability59.4

Sector conviction79.4

Canopy Partners, LLC

CIK 0001960860

Total reported value

$291.5M

245 stks

2026-03-31

Concentration7.2

Portfolio Stability13.8

Sector conviction52.1

Lokken Investment Group LLC

CIK 0001842840

Total reported value

$291.2M

148 stks

2025-09-30

Stale — no recent filing

Concentration8.9

Portfolio Stability26.4

Sector conviction64.8

Wilkerson Advisory Group LLC

CIK 0002079661

Total reported value

$291.0M

617 stks

2026-03-31

Concentration19.1

Portfolio Stability40.3

Sector conviction46.2

Denver PWM, LLC

CIK 0001657980

Total reported value

$290.9M

87 stks

2026-03-31

Concentration16.3

Portfolio Stability24.6

Sector conviction80.2

Denver Wealth Management, INC.

CIK 0001909800

Total reported value

$290.7M

100 stks

2026-03-31

Concentration35.5

Portfolio Stability20.0

Evelyn Partners Investment Management (Europe) Ltd

CIK 0002065055

Total reported value

$290.6M

187 stks

2026-03-31

Concentration14.5

Portfolio Stability13.3

Sector conviction51.5

Barrett & Company, INC.

CIK 0000887602

Total reported value

$290.6M

652 stks

2026-03-31

Concentration11.6

Portfolio Stability11.7

Sector conviction52.2

Oak Asset Management, LLC

CIK 0001726375

Total reported value

$290.4M

108 stks

2026-03-31

Concentration13.7

Portfolio Stability12.2

Sector conviction49.3

Everpar Advisors LLC

CIK 0002010410

Total reported value

$290.4M

282 stks

2026-03-31

Concentration6.3

Portfolio Stability20.9

Sector conviction59.1

Arch Capital Group LTD.

CIK 0000947484

Total reported value

$290.4M

4 stks

2026-03-31

Portfolio Stability0.6

Cowen Prime Advisors LLC

CIK 0001875920

Total reported value

$290.4M

229 stks

2023-06-30

Stale — no recent filing

Concentration0.0

ODonnell Financial Services, LLC

CIK 0001730962

Total reported value

$290.3M

64 stks

2026-03-31

Concentration29.9

Portfolio Stability28.9

Orion Capital Management LLC

CIK 0001846758

Total reported value

$290.3M

489 stks

2026-03-31

Concentration15.7

Portfolio Stability11.4

Sector conviction58.0

Fairfield Financial Advisors, LTD

CIK 0002033232

Total reported value

$290.2M

74 stks

2026-03-31

Concentration16.7

Portfolio Stability11.7

Sector conviction46.5

NerdWallet Wealth Partners, LLC

CIK 0002079593

Total reported value

$290.2M

69 stks

2026-06-30

Concentration59.5

Portfolio Stability23.9

Sector conviction81.5

Saxon Interests, INC.

CIK 0001905867

Total reported value

$290.2M

224 stks

2026-03-31

Concentration6.9

Portfolio Stability23.1

Sector conviction60.1

Trust CO of the Ozarks

CIK 0001425963

Total reported value

$290.1M

303 stks

2015-09-30

Stale — no recent filing

Concentration38.4

Portfolio Stability26.4

Sector conviction39.8

Powell Investment Advisors, LLC

CIK 0001802195

Total reported value

$290.1M

174 stks

2026-03-31

Concentration19.3

Portfolio Stability9.6

Sector conviction64.8

Glass Jacobson Investment Advisors llc

CIK 0001964394

Total reported value

$290.0M

607 stks

2026-03-31

Concentration4.1

Portfolio Stability10.7

Viewpoint Investment Partners CORP

CIK 0001767457

Total reported value

$289.7M

127 stks

2026-06-30

Concentration20.0

Portfolio Stability36.1

Sector conviction46.3

Wealth Management Associates, Inc.

CIK 0002067339

Total reported value

$289.6M

234 stks

2026-03-31

Concentration6.6

Portfolio Stability18.6

Sector conviction58.6

Kdi Capital Partners LLC

CIK 0001052174

Total reported value

$289.6M

32 stks

2021-09-30

Stale — no recent filing

Concentration17.4

Sector conviction66.7

Cable Car Capital, LP

CIK 0001699575

Total reported value

$289.5M

128 stks

2026-03-31

Concentration21.0

Blue Water Asset Management

CIK 0002033384

Total reported value

$289.4M

103 stks

2026-03-31

Concentration19.8

Portfolio Stability19.4

Sector conviction54.3

LeClair Wealth Partners LLC

CIK 0002056667

Total reported value

$289.4M

103 stks

2026-03-31

Concentration19.8

Sector conviction54.3

Windward Private Wealth Management Inc.

CIK 0001835866

Total reported value

$289.3M

44 stks

2026-03-31

Concentration43.9

Portfolio Stability3.3

Sector conviction90.1

Pinebridge Investments Asia LTD

CIK 0002111095

Total reported value

$289.3M

7 stks

2026-03-31

Portfolio Stability19.3

Costello Asset Management, INC

CIK 0001760145

Total reported value

$289.2M

685 stks

2026-03-31

Concentration13.8

Portfolio Stability16.1

Sector conviction53.3

FCG Investment Co

CIK 0002011697

Total reported value

$289.2M

118 stks

2026-06-30

Concentration10.8

Portfolio Stability68.0

Sector conviction67.4

Towerpoint Wealth, LLC

CIK 0001731445

Total reported value

$289.1M

115 stks

2026-06-30

Concentration17.7

Portfolio Stability18.3

Sector conviction75.4

Goodlander Investment Management, LLC

CIK 0002018973

Total reported value

$289.1M

12 stks

2026-03-31

Concentration44.4

First Financial CORP /in/

CIK 0000714562

Total reported value

$289.0M

404 stks

2026-06-30

Concentration22.2

Portfolio Stability15.6

Sector conviction49.3

Lion Street Advisors, LLC

CIK 0001801991

Total reported value

$289.0M

224 stks

2025-09-30

Stale — no recent filing

Concentration50.3

Portfolio Stability67.2

Sector conviction43.2

Plum Street Advisors, LLC

CIK 0002068236

Total reported value

$288.8M

98 stks

2026-03-31

Concentration14.3

Portfolio Stability15.4

Sector conviction86.6

New Perspectives, Inc

CIK 0001909565

Total reported value

$288.8M

44 stks

2026-03-31

Concentration54.1

Portfolio Stability4.7

Sector conviction92.2

Stableford Capital Ii LLC

CIK 0001842089

Total reported value

$288.7M

147 stks

2026-06-30

Concentration9.3

Portfolio Stability36.6

Sector conviction40.5

Daniels&Tansey,LLP

CIK 0001478179

Total reported value

$288.6M

29 stks

2023-09-30

Stale — no recent filing

Concentration47.5

Lumbard & Kellner, LLC

CIK 0001602476

Total reported value

$288.6M

99 stks

2026-03-31

Concentration9.6

Portfolio Stability24.8

Sector conviction53.6

Crux Wealth Advisors

CIK 0002054270

Total reported value

$288.5M

192 stks

2026-06-30

Concentration6.0

Portfolio Stability15.7

Sector conviction51.7

Concord Asset Management LLC

CIK 0001275124

Total reported value

$288.4M

57 stks

2014-12-31

Stale — no recent filing

Concentration12.5

Portfolio Stability13.4

Sector conviction49.0

Whetstone Capital Advisors, LLC

CIK 0001607278

Total reported value

$288.4M

56 stks

2026-03-31

Concentration49.6

Portfolio Stability53.4

New Wave Wealth Advisors LLC

CIK 0002035324

Total reported value

$288.2M

192 stks

2026-03-31

Concentration11.3

Portfolio Stability52.5

Sector conviction60.4

Obsidian Personal Planning Solutions LLC

CIK 0001909128

Total reported value

$288.0M

119 stks

2025-09-30

Stale — no recent filing

Concentration15.6

Portfolio Stability25.1

Sector conviction68.8

Wrapmanager INC

CIK 0001266014

Total reported value

$287.9M

135 stks

2026-03-31

Concentration11.5

Portfolio Stability13.1

Sector conviction62.1

Alliance Private Wealth, LLC

CIK 0002109849

Total reported value

$287.8M

82 stks

2026-06-30

Concentration14.6

Portfolio Stability12.5

Sector conviction51.2

First International Bank & Trust

CIK 0001910370

Total reported value

$287.7M

84 stks

2025-09-30

Stale — no recent filing

Concentration43.0

Portfolio Stability42.5

Sector conviction59.4

Stewardship Financial Advisors, LLC

CIK 0001740729

Total reported value

$287.7M

95 stks

2021-03-31

Stale — no recent filing

Concentration33.9

Portfolio Stability9.8

Sector conviction55.1

Financial Connections Group, Inc.

CIK 0001907157

Total reported value

$287.6M

251 stks

2026-03-31

Concentration19.8

Portfolio Stability8.5

Sector conviction83.5

Fernwood Investment Management, LLC

CIK 0001570296

Total reported value

$287.6M

165 stks

2024-12-31

Stale — no recent filing

Concentration9.7

Sector conviction40.6

Marnell Management LLC

CIK 0001852314

Total reported value

$287.5M

72 stks

2026-03-31

Concentration41.9

Portfolio Stability57.6

Sector conviction49.9

Horizon Investment Services, LLC

CIK 0001426940

Total reported value

$287.5M

137 stks

2026-03-31

Concentration8.7

Portfolio Stability32.5

Sector conviction73.4

Lazari Capital Management, INC.

CIK 0001986389

Total reported value

$287.5M

175 stks

2026-03-31

Concentration15.6

Portfolio Stability14.4

Sector conviction62.3

PSquared Asset Management AG

CIK 0001623624

Total reported value

$287.4M

15 stks

2026-03-31

Concentration39.7

Portfolio Stability81.0

Wealth Management Resources, INC.

CIK 0001063516

Total reported value

$287.3M

28 stks

2026-03-31

Concentration28.9

Portfolio Stability4.5

Extract Advisors LLC

CIK 0001703148

Total reported value

$287.1M

32 stks

2026-03-31

Concentration24.9

GoodHaven Capital Management, LLC

CIK 0001542300

Total reported value

$287.0M

26 stks

2026-03-31

Concentration37.2

Portfolio Stability18.1

Shaker Financial Services, LLC

CIK 0001511794

Total reported value

$286.9M

145 stks

2026-03-31

Concentration5.4

Portfolio Stability53.7

Red Spruce Capital, LLC

CIK 0001795356

Total reported value

$286.8M

94 stks

2026-06-30

Concentration9.1

Portfolio Stability34.3

Sector conviction54.4

WealthStone, Inc.

CIK 0001548784

Total reported value

$286.7M

276 stks

2021-03-31

Stale — no recent filing

Concentration15.2

Portfolio Stability28.1

Sector conviction49.8

Skyline Advisors, Inc.

CIK 0001843832

Total reported value

$286.6M

120 stks

2026-03-31

Concentration14.7

Portfolio Stability48.1

Shira Ridge Wealth Management

CIK 0001961210

Total reported value

$286.6M

83 stks

2026-06-30

Concentration23.6

Portfolio Stability20.1

Sector conviction90.2

Avaii Wealth Management, LLC

CIK 0001904431

Total reported value

$286.6M

158 stks

2026-03-31

Concentration13.4

Portfolio Stability38.1

Sector conviction55.2

AAFMAA Wealth Management & Trust LLC

CIK 0001846160

Total reported value

$286.5M

131 stks

2026-06-30

Concentration14.9

Portfolio Stability16.6

Sector conviction53.5

Mayfair Advisory Group, LLC

CIK 0001801926

Total reported value

$286.4M

175 stks

2026-03-31

Concentration10.9

Portfolio Stability18.5

Sector conviction59.2

Investment Research & Advisory Group, Inc.

CIK 0001802136

Total reported value

$286.3M

280 stks

2026-03-31

Concentration30.1

Portfolio Stability13.1

Sector conviction53.0

Valence8 US LP

CIK 0001943819

Total reported value

$286.1M

14 stks

2026-03-31

Concentration57.0

Portfolio Stability19.2

Argentarii, LLC

CIK 0002030055

Total reported value

$286.0M

198 stks

2026-03-31

Concentration9.3

Portfolio Stability20.5

Sector conviction52.0

Muzinich & Co., Inc.

CIK 0001618824

Total reported value

$285.9M

38 stks

2026-03-31

Concentration29.1

Portfolio Stability11.3

44 Wealth Management LLC

CIK 0001831187

Total reported value

$285.9M

183 stks

2026-03-31

Concentration5.5

Portfolio Stability30.8

Sector conviction39.9

HS Management Partners, LLC

CIK 0001455253

Total reported value

$285.8M

24 stks

2026-03-31

Concentration19.4

Portfolio Stability60.7

Sector conviction82.8

Sinvest Investments II Ltd.

CIK 0002096569

Total reported value

$285.8M

1 stks

2026-03-31

Portfolio Stability31.0

Leisure Capital Management

CIK 0001631507

Total reported value

$285.7M

154 stks

2026-03-31

Concentration12.5

Portfolio Stability16.0

Sector conviction54.8

Owls Nest Partners IA, LLC

CIK 0001845806

Total reported value

$285.7M

13 stks

2026-03-31

Concentration53.6

Portfolio Stability73.8

Kenora Financial, LLC

CIK 0001990080

Total reported value

$285.5M

132 stks

2026-03-31

Concentration11.9

Portfolio Stability15.1

Sector conviction49.2

West Family Investments, Inc.

CIK 0001568303

Total reported value

$285.2M

259 stks

2026-03-31

Concentration12.0

Portfolio Stability46.8

Sector conviction48.8

New England Securities CORP /ma/

CIK 0000910316

Total reported value

$285.1M

1,690 stks

2014-12-31

Stale — no recent filing

Concentration2.5

Portfolio Stability41.7

Sector conviction47.1

Blue Investment Partners LLC

CIK 0001958029

Total reported value

$285.1M

52 stks

2025-06-30

Stale — no recent filing

Concentration23.3

Vantage Point Financial LLC

CIK 0002048892

Total reported value

$285.1M

176 stks

2026-03-31

Concentration14.5

Portfolio Stability18.6

Sector conviction61.0

Westshore Wealth, LLC

CIK 0001806366

Total reported value

$285.0M

102 stks

2026-03-31

Concentration30.7

Portfolio Stability13.9

Sector conviction72.7

Choice Wealth Advisors LLC

CIK 0001842357

Total reported value

$285.0M

35 stks

2026-06-30

Concentration27.1

Portfolio Stability17.7

Theory Financial LLC

CIK 0001899158

Total reported value

$284.9M

94 stks

2026-03-31

Concentration10.6

Portfolio Stability36.4

Sector conviction56.9

Bennett Selby Investments LP

CIK 0001840740

Total reported value

$284.7M

81 stks

2026-03-31

Concentration24.6

Portfolio Stability13.5

Sector conviction65.6

TD Ameritrade Trust Co

CIK 0001568219

Total reported value

$284.7M

21 stks

2019-03-31

Stale — no recent filing

Concentration40.1

Portfolio Stability33.7

Providence First Trust Co

CIK 0001713735

Total reported value

$284.4M

179 stks

2026-03-31

Concentration9.0

Portfolio Stability21.3

Sector conviction39.5

Future Fund LLC

CIK 0001911970

Total reported value

$284.4M

127 stks

2026-03-31

Concentration4.3

Portfolio Stability58.0

Sector conviction43.4

Radnor Financial Advisors, LLC

CIK 0001660405

Total reported value

$284.3M

27 stks

2022-09-30

Stale — no recent filing

Concentration34.0

Advantage Trust Co

CIK 0002009346

Total reported value

$284.3M

197 stks

2026-06-30

Concentration25.0

Portfolio Stability25.3

Sector conviction44.4

Horan Securities, Inc.

CIK 0001671623

Total reported value

$284.2M

152 stks

2025-06-30

Stale — no recent filing

Concentration90.9

Sector conviction62.5

Axiom Financial Strategies, LLC

CIK 0001831985

Total reported value

$284.1M

32 stks

2026-03-31

Concentration52.5

Portfolio Stability75.5

Sector conviction85.6

Mma Asset Management LLC

CIK 0001842667

Total reported value

$284.1M

179 stks

2026-03-31

Concentration9.7

Portfolio Stability34.6

Sector conviction44.6

Mach-1 Financial Group, LLC

CIK 0001843358

Total reported value

$284.0M

161 stks

2026-03-31

Concentration13.1

Portfolio Stability68.7

Sector conviction47.0

Triad Financial Advisors, INC.

CIK 0001925074

Total reported value

$283.9M

98 stks

2023-09-30

Stale — no recent filing

Concentration28.9

Sector conviction53.8

Fullcircle Wealth LLC

CIK 0002030910

Total reported value

$283.9M

262 stks

2025-09-30

Stale — no recent filing

Concentration3.6

Portfolio Stability40.4

Sector conviction60.5

Cumberland Advisors INC

CIK 0001255435

Total reported value

$283.8M

49 stks

2026-06-30

Concentration31.9

Portfolio Stability12.9

Sector conviction62.5

Wealthspan Partners, LLC

CIK 0001909805

Total reported value

$283.8M

123 stks

2026-03-31

Concentration14.8

Portfolio Stability11.2

Sector conviction65.9

William Mack & Associates, Inc.

CIK 0002096700

Total reported value

$283.7M

108 stks

2026-06-30

Concentration35.2

Portfolio Stability49.3

Sector conviction94.1

Chaney Capital Management, Inc.

CIK 0002012041

Total reported value

$283.7M

41 stks

2026-03-31

Concentration49.3

Portfolio Stability5.6

Sector conviction76.0

Powers Advisory Group, LLC

CIK 0001927474

Total reported value

$283.6M

125 stks

2026-03-31

Concentration15.8

Portfolio Stability11.7

Sector conviction44.8

Patriot Financial Partners Gp, LP

CIK 0001470261

Total reported value

$283.5M

9 stks

2025-06-30

Stale — no recent filing

Concentration69.5

Foundation Wealth Management, LLC\PA

CIK 0002011000

Total reported value

$283.5M

91 stks

2026-03-31

Concentration19.4

Portfolio Stability10.4

Sector conviction70.5

Bank Ozk

CIK 0001569650

Total reported value

$283.5M

263 stks

2026-03-31

Concentration6.5

Portfolio Stability21.4

Sector conviction48.2

Wealth High Governance Asset Management Ltda.

CIK 0002111728

Total reported value

$283.3M

46 stks

2026-03-31

Concentration12.8

Day & Ennis, LLC

CIK 0001535677

Total reported value

$283.3M

124 stks

2023-12-31

Stale — no recent filing

Concentration18.7

Sector conviction61.5

Davis Investment Partners, LLC

CIK 0001963865

Total reported value

$283.1M

167 stks

2026-03-31

Concentration24.2

Portfolio Stability22.5

Sector conviction54.6