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

Lakeridge Wealth Management LLC

CIK 0002012028

Total reported value

$272.5M

188 stks

2026-06-30

Concentration9.5

Portfolio Stability35.0

Sector conviction54.8

New Amsterdam Partners Llc/ny

CIK 0001010232

Total reported value

$272.4M

108 stks

2019-03-31

Stale — no recent filing

Concentration6.9

Portfolio Stability59.0

Stonebridge Financial Planning Group, LLC

CIK 0001802494

Total reported value

$272.3M

171 stks

2026-03-31

Concentration5.9

Portfolio Stability16.1

Sector conviction51.2

Autumn Glory Partners, LLC

CIK 0001911621

Total reported value

$272.3M

329 stks

2026-03-31

Concentration8.5

Portfolio Stability43.8

Sector conviction44.1

Wealthedge Investment Advisors, LLC

CIK 0002058455

Total reported value

$272.2M

141 stks

2026-03-31

Concentration8.0

Portfolio Stability48.4

Sector conviction76.2

Marble Holdings, LLC

CIK 0001734512

Total reported value

$272.1M

1 stks

2017-12-31

Stale — no recent filing

Bourne Lent Asset Management INC

CIK 0001128286

Total reported value

$272.0M

63 stks

2026-03-31

Concentration25.3

Portfolio Stability17.3

Sector conviction93.3

SWAN Capital LLC

CIK 0001952722

Total reported value

$272.0M

554 stks

2026-03-31

Concentration20.5

Portfolio Stability17.1

Sector conviction74.0

Seldon Capital LP

CIK 0001867731

Total reported value

$272.0M

65 stks

2026-03-31

Concentration17.2

Portfolio Stability51.8

Martin Capital Partners, LLC

CIK 0001731216

Total reported value

$272.0M

72 stks

2026-06-30

Concentration10.0

Portfolio Stability23.2

Sector conviction41.4

Franchise GP Ltd

CIK 0002083646

Total reported value

$271.9M

36 stks

2026-03-31

Concentration51.6

Leonetti & Associates, LLC

CIK 0001434689

Total reported value

$271.8M

33 stks

2018-12-31

Stale — no recent filing

Concentration46.9

Portfolio Stability49.4

RJA Asset Management LLC

CIK 0001671817

Total reported value

$271.8M

4 stks

2026-03-31

Portfolio Stability9.7

Bryant Woods Investment Advisors, LLC

CIK 0001910641

Total reported value

$271.8M

58 stks

2026-03-31

Concentration52.8

Portfolio Stability7.4

TritonPoint Partners, LLC

CIK 0002111167

Total reported value

$271.7M

200 stks

2026-03-31

Concentration10.4

Portfolio Stability51.3

Sector conviction62.0

Siemens AG

CIK 0000940418

Total reported value

$271.6M

1 stks

2026-03-31

Portfolio Stability35.9

Emprise Bank

CIK 0002018815

Total reported value

$271.5M

109 stks

2026-06-30

Concentration20.4

Portfolio Stability12.9

Sector conviction58.7

Cornerstone National Bank & Trust Co

CIK 0002104293

Total reported value

$271.4M

269 stks

2026-03-31

Concentration16.3

Portfolio Stability28.4

Sector conviction72.2

MTCO Ltd.

CIK 0002095669

Total reported value

$271.3M

4 stks

2026-06-30

Portfolio Stability18.1

Agate Pass Investment Management, LLC

CIK 0001900409

Total reported value

$271.2M

109 stks

2026-06-30

Concentration9.9

Portfolio Stability14.3

Sector conviction47.5

Sonata Capital Group INC

CIK 0001172036

Total reported value

$271.1M

123 stks

2026-03-31

Concentration11.1

Portfolio Stability8.8

Sector conviction95.2

Foresite Capital Management V, LLC

CIK 0001792206

Total reported value

$271.0M

9 stks

2026-03-31

Portfolio Stability70.4

Mullooly Asset Management, Inc.

CIK 0001950591

Total reported value

$271.0M

51 stks

2026-03-31

Concentration34.3

Portfolio Stability3.9

Sector conviction50.0

Sculati Wealth Management, LLC

CIK 0001803397

Total reported value

$270.9M

116 stks

2026-03-31

Concentration9.9

Portfolio Stability11.0

Sector conviction55.3

AGF Investments America Inc.

CIK 0001591590

Total reported value

$270.8M

28 stks

2022-09-30

Stale — no recent filing

Concentration18.3

Mount Lucas Management LP

CIK 0001185072

Total reported value

$270.8M

167 stks

2026-03-31

Concentration10.3

Portfolio Stability59.0

Sector conviction48.0

Prosperity Financial Group, Inc.

CIK 0001991334

Total reported value

$270.8M

186 stks

2026-03-31

Concentration6.4

Portfolio Stability22.2

Sector conviction82.5

Moerus Capital Management LLC

CIK 0001742647

Total reported value

$270.8M

15 stks

2026-03-31

Concentration47.8

Portfolio Stability31.4

Ravenswood Partners LP

CIK 0002015178

Total reported value

$270.7M

35 stks

2026-03-31

Concentration15.4

Portfolio Stability28.4

Sector conviction72.0

Guerra Advisors Inc

CIK 0002055363

Total reported value

$270.7M

931 stks

2025-09-30

Stale — no recent filing

Concentration9.3

Portfolio Stability66.8

Sector conviction59.7

Punch Card Management L.P.

CIK 0001631664

Total reported value

$270.6M

5 stks

2026-03-31

Concentration98.5

Portfolio Stability10.6

VNBTrust, National Association

CIK 0001406585

Total reported value

$270.5M

173 stks

2018-06-30

Stale — no recent filing

Concentration57.1

Portfolio Stability58.7

Register Financial Advisors LLC

CIK 0001962636

Total reported value

$270.5M

387 stks

2026-03-31

Concentration4.6

Portfolio Stability16.9

Sector conviction46.2

Axis Capital Holdings LTD

CIK 0001214816

Total reported value

$270.4M

3 stks

2026-03-31

Portfolio Stability8.7

Veridan Wealth LLC

CIK 0002052405

Total reported value

$270.4M

80 stks

2026-03-31

Concentration44.1

Portfolio Stability16.3

First Dallas Securities Inc.

CIK 0001378559

Total reported value

$270.3M

118 stks

2026-03-31

Concentration16.7

Portfolio Stability25.7

Sector conviction63.9

Westwood Management CORP /il/

CIK 0000912160

Total reported value

$270.2M

28 stks

2023-12-31

Stale — no recent filing

Concentration27.9

Sector conviction55.1

Inlight Wealth Management, LLC

CIK 0001731795

Total reported value

$270.1M

50 stks

2026-03-31

Concentration26.4

Portfolio Stability30.6

Cedrus LLC

CIK 0001992810

Total reported value

$269.9M

182 stks

2024-09-30

Stale — no recent filing

Concentration8.6

Sector conviction42.7

American Financial Group INC

CIK 0001042046

Total reported value

$269.7M

87 stks

2026-03-31

Concentration24.7

Portfolio Stability28.0

Sector conviction63.0

Scott Marsh Financial, LLC

CIK 0002081102

Total reported value

$269.7M

248 stks

2025-06-30

Stale — no recent filing

Concentration4.5

Sector conviction52.9

Kathleen S. Wright Associates Inc.

CIK 0001908433

Total reported value

$269.7M

256 stks

2025-09-30

Stale — no recent filing

Concentration14.7

Portfolio Stability16.5

Searcy Financial Services INC /adv

CIK 0000354923

Total reported value

$269.6M

27 stks

2026-03-31

Concentration30.9

Portfolio Stability37.8

Sector conviction72.5

Asset Allocation & Management Company, LLC

CIK 0001498383

Total reported value

$269.6M

94 stks

2026-03-31

Concentration39.7

Portfolio Stability15.9

Sector conviction45.2

AJ Advisors, LLC

CIK 0001951167

Total reported value

$269.5M

33 stks

2026-03-31

Concentration45.8

Portfolio Stability4.5

Sector conviction77.4

Triton Wealth Management, PLLC

CIK 0001791126

Total reported value

$269.5M

124 stks

2026-03-31

Concentration24.7

Portfolio Stability11.8

Sector conviction65.3

Monumental Financial Group INC.

CIK 0001861798

Total reported value

$269.5M

42 stks

2024-09-30

Stale — no recent filing

Concentration28.7

Sector conviction62.3

Ratan Capital Management LP

CIK 0001566887

Total reported value

$269.4M

37 stks

2026-03-31

Concentration29.9

Portfolio Stability62.9

Sector conviction65.5

Union Heritage Capital, LLC

CIK 0001862428

Total reported value

$269.2M

62 stks

2026-03-31

Concentration10.6

Portfolio Stability31.7

Sector conviction63.8

Summit Investment Advisory Services, LLC

CIK 0001914395

Total reported value

$269.2M

81 stks

2026-03-31

Concentration32.8

Portfolio Stability18.5

Harbor Island Capital LLC

CIK 0001730580

Total reported value

$269.2M

16 stks

2026-03-31

Concentration33.2

Portfolio Stability13.3

Guidant Wealth Advisors

CIK 0001689024

Total reported value

$269.1M

256 stks

2019-09-30

Stale — no recent filing

Concentration11.0

Portfolio Stability18.3

Christopher J. Hasenberg, Inc

CIK 0001989869

Total reported value

$269.1M

228 stks

2025-06-30

Stale — no recent filing

Concentration21.4

Sector conviction62.6

Holistic Financial Partners

CIK 0001729304

Total reported value

$269.0M

146 stks

2026-03-31

Concentration28.4

Portfolio Stability13.1

Sector conviction97.0

Wittenberg Investment Management, INC.

CIK 0001697790

Total reported value

$269.0M

74 stks

2026-03-31

Concentration29.0

Portfolio Stability22.1

Spectrum Wealth Advisory Group, LLC

CIK 0001776821

Total reported value

$268.9M

58 stks

2026-03-31

Concentration28.5

Portfolio Stability20.9

Breakwater Investment Management

CIK 0002025925

Total reported value

$268.9M

506 stks

2026-03-31

Concentration17.0

Portfolio Stability9.6

Power Wealth Management LLC

CIK 0002001039

Total reported value

$268.8M

96 stks

2026-03-31

Concentration22.2

Portfolio Stability10.9

Sector conviction50.1

Gen IV Investment Opportunities, LLC

CIK 0001697367

Total reported value

$268.6M

14 stks

2017-09-30

Stale — no recent filing

Concentration42.5

Portfolio Stability30.6

Strait & Sound Wealth Management LLC

CIK 0001966210

Total reported value

$268.6M

180 stks

2026-03-31

Concentration11.1

Portfolio Stability14.6

Sector conviction82.8

Northstar Advisory Group, LLC

CIK 0001816000

Total reported value

$268.6M

113 stks

2026-03-31

Concentration12.4

Portfolio Stability82.6

Sector conviction52.7

Untitled Investments LP

CIK 0001808696

Total reported value

$268.6M

16 stks

2026-03-31

Concentration30.9

Portfolio Stability49.1

Sector conviction59.1

5T Wealth, LLC

CIK 0002039313

Total reported value

$268.5M

134 stks

2026-06-30

Concentration8.8

Portfolio Stability16.7

Sector conviction73.3

National Wealth Management Group, LLC

CIK 0001977723

Total reported value

$268.5M

215 stks

2026-03-31

Concentration6.0

Portfolio Stability30.3

Sector conviction72.8

Prosperitas Financial LLC

CIK 0002001016

Total reported value

$268.4M

93 stks

2026-03-31

Concentration11.4

Portfolio Stability23.8

Sector conviction41.5

Nvest Financial, LLC

CIK 0001915315

Total reported value

$268.4M

139 stks

2026-03-31

Concentration8.5

Portfolio Stability19.2

Sector conviction53.5

Foursixthree Capital LP

CIK 0001897652

Total reported value

$268.4M

18 stks

2026-03-31

Concentration49.4

Portfolio Stability74.1

Aip, LLC

CIK 0001714498

Total reported value

$268.3M

3 stks

2026-03-31

Portfolio Stability54.2

Fma Advisory INC

CIK 0001298596

Total reported value

$268.3M

135 stks

2021-09-30

Stale — no recent filing

Concentration6.0

Sector conviction46.7

Persistent Asset Partners Ltd

CIK 0002056052

Total reported value

$268.3M

388 stks

2026-03-31

Concentration7.0

BCU Wealth Advisors, LLC

CIK 0002003570

Total reported value

$268.2M

60 stks

2026-03-31

Concentration91.0

Portfolio Stability7.9

Sector conviction58.9

VARCOV Co.

CIK 0002078837

Total reported value

$268.2M

363 stks

2026-03-31

Concentration1.7

Sector conviction36.5

CG Asset Management LLC

CIK 0001599444

Total reported value

$268.1M

139 stks

2016-12-31

Stale — no recent filing

Concentration7.0

Portfolio Stability31.0

Sector conviction49.3

Capital Directions Investment Advisors, LLC

CIK 0001427684

Total reported value

$268.0M

240 stks

2022-12-31

Stale — no recent filing

Concentration36.6

Sector conviction51.2

S&T Bank/PA

CIK 0001010911

Total reported value

$267.9M

516 stks

2026-03-31

Concentration10.4

Portfolio Stability31.5

Sector conviction68.6

Empower Annuity Insurance Co

CIK 0001444597

Total reported value

$267.8M

1 stks

2026-03-31

Portfolio Stability1.1

Powszechne Towarzystwo Emerytalne Allianz Polska S.A.

CIK 0002053628

Total reported value

$267.8M

10 stks

2026-03-31

Concentration63.3

Portfolio Stability16.5

Sector conviction76.7

ShawSpring Partners LLC

CIK 0001766908

Total reported value

$267.6M

12 stks

2026-03-31

Concentration42.8

Vivid Financial Management, INC.

CIK 0001802911

Total reported value

$267.5M

129 stks

2021-12-31

Stale — no recent filing

Concentration18.0

Sector conviction55.5

TCFG Investment Advisors, LLC

CIK 0002121836

Total reported value

$267.5M

274 stks

2026-03-31

Concentration6.1

Sector conviction60.4

Tcfg Wealth Management, LLC

CIK 0001548059

Total reported value

$267.5M

274 stks

2026-03-31

Concentration6.1

Portfolio Stability29.3

Sector conviction91.0

Alexander Labrunerie & Co., INC.

CIK 0002024333

Total reported value

$267.5M

151 stks

2026-03-31

Concentration14.2

Portfolio Stability15.7

Sector conviction61.8

Enterprise Bank & Trust Co

CIK 0001770710

Total reported value

$267.4M

135 stks

2025-06-30

Stale — no recent filing

Concentration11.2

Sector conviction63.6

Packer & Co Ltd

CIK 0001664017

Total reported value

$267.4M

10 stks

2026-03-31

Concentration61.7

Portfolio Stability86.1

Sector conviction94.9

Emory University

CIK 0001377635

Total reported value

$267.4M

7 stks

2026-03-31

Portfolio Stability52.2

Cambridge Financial Group, Inc.

CIK 0001334199

Total reported value

$267.4M

33 stks

2026-03-31

Concentration13.5

Portfolio Stability17.6

Sector conviction46.5

Heritage Way Advisors, LLC

CIK 0001698220

Total reported value

$267.2M

69 stks

2021-12-31

Stale — no recent filing

Concentration23.5

Sector conviction51.5

Indigo Partners LLC

CIK 0001846122

Total reported value

$267.2M

2 stks

2026-03-31

Portfolio Stability24.0

Huber Financial Advisors, LLC

CIK 0001729051

Total reported value

$267.0M

114 stks

2020-03-31

Stale — no recent filing

Concentration35.5

Portfolio Stability17.7

Sector conviction86.7

Redwood Investments, LLC

CIK 0001384058

Total reported value

$266.9M

96 stks

2025-03-31

Stale — no recent filing

Concentration7.9

Sector conviction75.4

Trv Gp Iv, LLC

CIK 0001688325

Total reported value

$266.9M

2 stks

2026-03-31

Portfolio Stability44.2

Orland Properties Ltd

CIK 0001550093

Total reported value

$266.8M

10 stks

2026-03-31

Portfolio Stability69.1

Weinberger Asset Management, Inc

CIK 0002051705

Total reported value

$266.7M

92 stks

2026-03-31

Concentration17.2

Portfolio Stability11.2

Sector conviction61.5

GKV Capital Management Co., Inc.

CIK 0002052321

Total reported value

$266.6M

88 stks

2026-03-31

Concentration14.3

Portfolio Stability17.9

Sector conviction73.6

SGL Investment Advisors, Inc.

CIK 0002043186

Total reported value

$266.5M

126 stks

2026-03-31

Concentration7.5

Portfolio Stability23.1

Sector conviction53.6

S.A. Mason LLC

CIK 0001800911

Total reported value

$266.4M

266 stks

2026-03-31

Portfolio Stability17.8

Sector conviction60.6

LWS Wealth Advisors, Inc.

CIK 0001801634

Total reported value

$266.3M

65 stks

2023-12-31

Stale — no recent filing

Concentration18.4

Roehl & Yi Investment Advisors, LLC

CIK 0002097566

Total reported value

$266.3M

180 stks

2026-03-31

Concentration10.1

Portfolio Stability17.2

Sector conviction62.3

Texas Bank & Trust Co

CIK 0002056556

Total reported value

$266.2M

405 stks

2026-03-31

Concentration7.3

Portfolio Stability17.9

Sector conviction55.8

Strategic Equity Management

CIK 0001843578

Total reported value

$266.0M

70 stks

2026-03-31

Concentration18.4

Portfolio Stability71.3

Sector conviction72.4

Lecap Asset Management LTD

CIK 0001990849

Total reported value

$265.9M

267 stks

2026-03-31

Concentration2.1

Sector conviction60.4

Aerodigm Wealth, LLC

CIK 0001927705

Total reported value

$265.7M

86 stks

2026-03-31

Concentration18.2

Portfolio Stability11.7

Sector conviction84.4

Tencap Wealth Coaching, LLC

CIK 0002107751

Total reported value

$265.7M

7 stks

2026-03-31

Concentration76.3

Portfolio Stability0.9

Kondo Wealth Advisors, Inc.

CIK 0002070929

Total reported value

$265.6M

69 stks

2026-03-31

Concentration33.7

Portfolio Stability6.1

Sector conviction62.4

Weitzel Financial Services, Inc.

CIK 0001846789

Total reported value

$265.4M

50 stks

2026-03-31

Concentration36.4

Portfolio Stability7.0

Buckhead Capital Management LLC

CIK 0001133999

Total reported value

$265.4M

148 stks

2026-03-31

Concentration6.7

Portfolio Stability23.0

Sector conviction44.9

Wills Financial Group LLC

CIK 0002059579

Total reported value

$265.3M

75 stks

2026-03-31

Concentration13.3

Portfolio Stability19.8

Sector conviction39.4

Alta Fundamental Advisers LLC

CIK 0001641604

Total reported value

$265.3M

23 stks

2026-03-31

Concentration48.5

Portfolio Stability54.4

Sector conviction57.0

Wind River Trust Co

CIK 0001657703

Total reported value

$265.2M

11 stks

2026-03-31

Concentration77.6

Portfolio Stability5.3

Landmark Wealth Management, INC.

CIK 0001985016

Total reported value

$265.1M

70 stks

2026-03-31

Concentration34.1

Portfolio Stability8.6

Tranquility Partners, LLC

CIK 0001783773

Total reported value

$265.1M

226 stks

2026-03-31

Portfolio Stability13.3

Sector conviction62.0

Pachira Investments Inc.

CIK 0001563634

Total reported value

$265.0M

78 stks

2026-06-30

Concentration15.9

Portfolio Stability24.0

Sector conviction77.2

Missouri Valley Partners, INC.

CIK 0001491145

Total reported value

$265.0M

165 stks

2013-09-30

Stale — no recent filing

Concentration3.7

Portfolio Stability41.1

Sector conviction45.3

Beacon Investment Advisors LLC

CIK 0001961635

Total reported value

$264.9M

171 stks

2026-03-31

Concentration6.8

Portfolio Stability18.9

Sector conviction46.1

Beddow Capital Management INC

CIK 0001278641

Total reported value

$264.9M

55 stks

2025-12-31

Stale — no recent filing

Concentration14.9

Portfolio Stability12.0

Sector conviction88.4

Washington University

CIK 0000903603

Total reported value

$264.8M

3 stks

2026-06-30

Portfolio Stability67.1

NYL Investors LLC

CIK 0001606720

Total reported value

$264.7M

31 stks

2026-03-31

Concentration32.7

Portfolio Stability12.2

Retirement Capital Strategies

CIK 0001672681

Total reported value

$264.6M

62 stks

2026-03-31

Concentration20.5

Portfolio Stability28.3

FWG Holdings, LLC

CIK 0001862067

Total reported value

$264.6M

125 stks

2026-03-31

Concentration14.4

Portfolio Stability48.1

Sector conviction60.7

Catapult Capital Management LLC

CIK 0001426823

Total reported value

$264.5M

151 stks

2015-09-30

Stale — no recent filing

Sector conviction92.7

Agur Provident & Training Funds Management LTD

CIK 0001670627

Total reported value

$264.5M

22 stks

2025-06-30

Stale — no recent filing

Concentration52.3

Sector conviction94.4

FIDELIS iM, LLC

CIK 0001894206

Total reported value

$264.2M

25 stks

2026-03-31

Concentration40.7

Portfolio Stability4.9

Saiph Capital, LLC

CIK 0002052658

Total reported value

$264.2M

76 stks

2026-03-31

Concentration21.5

Portfolio Stability17.7

Sector conviction72.7

S Squared Technology, LLC

CIK 0001322924

Total reported value

$264.2M

35 stks

2026-03-31

Concentration21.1

Portfolio Stability30.3

Corecam Pte. Ltd.

CIK 0002106977

Total reported value

$264.1M

82 stks

2026-06-30

Concentration17.9

Portfolio Stability40.8

Sector conviction60.8

Brown Financial Advisors

CIK 0002035548

Total reported value

$264.0M

209 stks

2026-03-31

Portfolio Stability25.6

Sector conviction38.6

Silphium Asset Management Ltd

CIK 0001758440

Total reported value

$264.0M

52 stks

2026-03-31

Concentration93.7

Portfolio Stability37.6

Sector conviction72.4

Alpha Zero LLC

CIK 0002079032

Total reported value

$263.8M

107 stks

2026-06-30

Concentration17.9

Portfolio Stability38.3

Sector conviction51.9

Wela Strategies, Inc.

CIK 0001644329

Total reported value

$263.7M

55 stks

2025-09-30

Stale — no recent filing

Concentration42.7

Portfolio Stability12.2

Sector conviction52.9

Fourth Dimension Wealth, LLC

CIK 0002056691

Total reported value

$263.7M

634 stks

2026-03-31

Concentration8.7

Portfolio Stability14.2

Sector conviction82.4

Gray Wealth Management Inc.

CIK 0001958397

Total reported value

$263.6M

132 stks

2024-12-31

Stale — no recent filing

Concentration14.9

Sector conviction47.5

Zullo Investment Group, Inc.

CIK 0001909760

Total reported value

$263.5M

158 stks

2026-03-31

Concentration16.5

Portfolio Stability13.2

Sector conviction78.9

Ashoka WhiteOak Capital Pte Ltd

CIK 0002031708

Total reported value

$263.5M

18 stks

2026-03-31

Concentration96.5

Portfolio Stability51.0

Cherokee Insurance Co

CIK 0002077903

Total reported value

$263.5M

121 stks

2026-03-31

Concentration8.2

Portfolio Stability15.1

Sector conviction51.9

Signature Wealth Management Group

CIK 0001736666

Total reported value

$263.4M

128 stks

2026-03-31

Concentration6.7

Portfolio Stability33.5

Sector conviction38.8

Lombard Odier & Cie (Bahamas) Ltd

CIK 0001615424

Total reported value

$263.3M

86 stks

2015-09-30

Stale — no recent filing

Concentration11.4

Portfolio Stability24.2

Sector conviction54.5

Militia Capital Partners, LP

CIK 0001837496

Total reported value

$263.2M

198 stks

2025-12-31

Stale — no recent filing

Concentration5.3

Portfolio Stability63.7

Sector conviction67.3

Stormborn Capital Management, LLC

CIK 0001693141

Total reported value

$263.2M

27 stks

2022-12-31

Stale — no recent filing

Concentration22.4

Meridian Financial Partners LLC

CIK 0001763722

Total reported value

$263.1M

121 stks

2026-03-31

Concentration15.2

Portfolio Stability14.0

Sector conviction48.1

Laurore Ltd

CIK 0002082507

Total reported value

$263.0M

1 stks

2026-03-31

Portfolio Stability49.5

Sagil Capital LLP

CIK 0001747744

Total reported value

$263.0M

20 stks

2026-03-31

Concentration47.4

Excelsior Advisor Network LLC

CIK 0002110679

Total reported value

$262.9M

248 stks

2026-03-31

Concentration5.8

Portfolio Stability30.4

Sector conviction48.0

DoubleLine ETF Adviser LP

CIK 0001959989

Total reported value

$262.8M

176 stks

2026-03-31

Concentration6.8

Portfolio Stability69.1

Sector conviction74.6

Trellis Wealth Advisors LLC

CIK 0001989031

Total reported value

$262.8M

47 stks

2026-03-31

Concentration41.6

Portfolio Stability8.7

Sector conviction93.1

Legacy Capital Group California, Inc.

CIK 0001977092

Total reported value

$262.8M

277 stks

2026-03-31

Concentration7.3

Portfolio Stability63.9

Sector conviction52.9

Kerrisdale Advisers, LLC

CIK 0001569688

Total reported value

$262.7M

112 stks

2026-03-31

Concentration9.6

Portfolio Stability68.7

Sector conviction45.5

1492 Capital Management LLC

CIK 0001584087

Total reported value

$262.6M

130 stks

2026-03-31

Concentration6.6

Portfolio Stability50.5

Sector conviction92.4

Melone Private Wealth, LLC

CIK 0001905765

Total reported value

$262.6M

58 stks

2026-06-30

Concentration15.8

Portfolio Stability14.0

Sector conviction78.7

BluePointe Capital Management, LLC

CIK 0002040935

Total reported value

$262.5M

128 stks

2025-03-31

Stale — no recent filing

Concentration11.4