Institutions with $100M to $1B AUM (7401 funds)

Sector conviction72.3

Tilia Fiduciary Partners, Inc.

CIK 0001910210

Total reported value

$211.0M

127 stks

2026-06-30

Concentration8.2

Portfolio Stability22.1

Sector conviction50.6

McCarthy Asset Management, Inc.

CIK 0001843169

Total reported value

$211.0M

29 stks

2026-06-30

Concentration34.9

Portfolio Stability10.8

Sector conviction86.5

Kure Advisory, LLC

CIK 0001986795

Total reported value

$211.0M

62 stks

2026-06-30

Concentration33.8

Portfolio Stability16.7

Sector conviction74.0

Lunate Holding RSC Ltd

CIK 0002009522

Total reported value

$210.9M

4 stks

2024-12-31

Stale — no recent filing

Piermont Capital Management Inc.

CIK 0001561509

Total reported value

$210.9M

108 stks

2018-12-31

Stale — no recent filing

Concentration4.1

Portfolio Stability53.4

Asset Planning Corporation

CIK 0000007773

Total reported value

$210.8M

48 stks

2025-09-30

Stale — no recent filing

Concentration25.8

Portfolio Stability38.4

Wisconsin Capital Management LLC

CIK 0000926833

Total reported value

$210.7M

47 stks

2026-06-30

Concentration20.1

Portfolio Stability24.8

Sector conviction61.8

Wells Trecaso Financial Group, LLC

CIK 0001737987

Total reported value

$210.4M

99 stks

2025-09-30

Stale — no recent filing

Concentration13.6

Portfolio Stability37.0

Sector conviction59.5

Stegner Investment Associates Inc.

CIK 0001907433

Total reported value

$210.3M

31 stks

2026-06-30

Concentration89.4

Portfolio Stability14.4

Aristotle Pacific Capital, LLC

CIK 0001844577

Total reported value

$210.3M

5 stks

2026-06-30

Concentration85.7

Portfolio Stability52.4

Bridge Advisory, LLC

CIK 0001847956

Total reported value

$210.2M

99 stks

2024-09-30

Stale — no recent filing

Concentration11.1

Sector conviction87.8

Three Cord True Wealth Management, LLC

CIK 0002056001

Total reported value

$210.2M

43 stks

2026-06-30

Concentration40.0

Portfolio Stability16.5

Beckerman Institutional, LLC

CIK 0002043468

Total reported value

$210.2M

124 stks

2026-06-30

Concentration10.1

Portfolio Stability13.3

Sector conviction83.1

Laidlaw Group, LLC

CIK 0001482339

Total reported value

$210.1M

76 stks

2015-06-30

Stale — no recent filing

Concentration10.5

Portfolio Stability7.0

Sector conviction70.0

Vestpro Financial Partners, Inc. dba CPF Texas

CIK 0001709253

Total reported value

$210.1M

264 stks

2018-09-30

Stale — no recent filing

Concentration5.2

Portfolio Stability26.4

Sector conviction52.1

Coann Capital LLC

CIK 0001824658

Total reported value

$210.0M

19 stks

2022-12-31

Stale — no recent filing

Concentration27.6

Columbus Point LLP

CIK 0001767392

Total reported value

$210.0M

18 stks

2021-09-30

Stale — no recent filing

Concentration29.2

Bradley & Co. Private Wealth Management, LLC

CIK 0001861678

Total reported value

$209.8M

272 stks

2026-06-30

Concentration20.3

Sector conviction62.5

Index Venture Growth Associates V Ltd

CIK 0001873834

Total reported value

$209.7M

3 stks

2026-06-30

Portfolio Stability20.2

Chimera Capital Management LLC

CIK 0001789215

Total reported value

$209.7M

64 stks

2023-03-31

Stale — no recent filing

Concentration24.0

Baron Financial Group, LLC

CIK 0001832093

Total reported value

$209.6M

56 stks

2026-06-30

Concentration19.7

Fischer Investment Strategies, LLC

CIK 0001977444

Total reported value

$209.6M

49 stks

2026-06-30

Concentration26.4

Portfolio Stability69.7

Arcadia Wealth Management, Inc.

CIK 0002059339

Total reported value

$209.6M

58 stks

2026-06-30

Concentration43.3

Portfolio Stability14.1

Sector conviction90.4

apricus wealth, LLC

CIK 0001913842

Total reported value

$209.5M

129 stks

2026-06-30

Concentration6.5

Portfolio Stability24.8

Sector conviction39.2

Shearwater Capital LLC

CIK 0001905665

Total reported value

$209.4M

65 stks

2026-06-30

Concentration68.4

Portfolio Stability12.5

Sector conviction81.8

Starfire Investment Advisers, Inc.

CIK 0001652391

Total reported value

$209.4M

157 stks

2020-06-30

Stale — no recent filing

Concentration7.6

Portfolio Stability36.3

Sector conviction61.5

Trust Investment Advisors

CIK 0001597690

Total reported value

$209.4M

98 stks

2026-06-30

Concentration13.6

Portfolio Stability27.2

Sector conviction73.6

Professional Planning

CIK 0001740871

Total reported value

$209.4M

124 stks

2021-09-30

Stale — no recent filing

Concentration17.6

Sector conviction65.0

Mariner Wealth Advisors-NYC, LLC

CIK 0001642112

Total reported value

$209.3M

773 stks

2015-03-31

Stale — no recent filing

Concentration27.0

Sector conviction83.2

Integrity Financial Corp /WA

CIK 0001917704

Total reported value

$209.3M

292 stks

2026-06-30

Concentration15.2

Sector conviction73.8

Timpani Capital Management LLC

CIK 0001537558

Total reported value

$209.2M

91 stks

2019-03-31

Stale — no recent filing

Concentration6.2

Portfolio Stability74.5

Sherrill & Hutchins Financial Advisory, Inc

CIK 0002005607

Total reported value

$209.2M

20 stks

2026-06-30

Concentration71.4

Portfolio Stability21.1

Sard Wealth Management Group, LLC

CIK 0002010095

Total reported value

$209.1M

61 stks

2026-06-30

Concentration34.2

Portfolio Stability15.8

Sector conviction53.8

Humankind Investments LLC

CIK 0001845373

Total reported value

$209.1M

22 stks

2026-06-30

Concentration35.2

Portfolio Stability24.0

Panoramic Investment Advisors, LLC

CIK 0001967332

Total reported value

$209.1M

141 stks

2026-06-30

Concentration13.0

Portfolio Stability16.9

Sector conviction68.8

Dempze Nancy E

CIK 0001592614

Total reported value

$209.0M

303 stks

2026-06-30

Concentration11.0

Portfolio Stability20.4

Sector conviction60.5

Foundry Group, LLC

CIK 0001644978

Total reported value

$209.0M

4 stks

2022-09-30

Stale — no recent filing

Peninsula Asset Management Inc

CIK 0001091923

Total reported value

$208.9M

80 stks

2026-06-30

Concentration17.4

Portfolio Stability14.2

Sector conviction41.8

Hoge Financial Services, LLC

CIK 0001989834

Total reported value

$208.9M

83 stks

2026-06-30

Concentration36.8

Sector conviction84.9

IFS Advisors, LLC

CIK 0001765617

Total reported value

$208.8M

220 stks

2026-06-30

Concentration32.9

Portfolio Stability8.0

Sector conviction43.7

RLH Capital LLC

CIK 0002008031

Total reported value

$208.8M

130 stks

2026-06-30

Concentration10.3

Pacific Financial Group Inc

CIK 0001279926

Total reported value

$208.6M

85 stks

2026-06-30

Concentration14.8

Portfolio Stability19.1

Copperleaf Capital, LLC

CIK 0001802225

Total reported value

$208.6M

114 stks

2025-09-30

Stale — no recent filing

Concentration17.1

Portfolio Stability46.7

Sector conviction77.7

Financial Architects, LLC

CIK 0002008540

Total reported value

$208.5M

24 stks

2026-06-30

Concentration39.4

Portfolio Stability9.9

Oak Wealth Advisors LLC

CIK 0002056728

Total reported value

$208.5M

69 stks

2026-06-30

Concentration27.3

Portfolio Stability13.8

Capelight Capital Asset Management LP

CIK 0002105992

Total reported value

$208.4M

38 stks

2026-06-30

Concentration28.8

Portfolio Stability76.6

Aberdeen Wealth Management LLC

CIK 0001802654

Total reported value

$208.3M

2,233 stks

2026-06-30

Concentration33.5

Portfolio Stability31.0

Sector conviction49.0

Promethium Advisors,llc

CIK 0002034073

Total reported value

$208.3M

122 stks

2026-06-30

Concentration9.8

Sector conviction37.1

Axis Wealth Partners, LLC

CIK 0002052531

Total reported value

$208.3M

214 stks

2026-06-30

Concentration5.3

Portfolio Stability17.6

Sector conviction72.4

Monument Group Wealth Advisors, LLC

CIK 0001965665

Total reported value

$208.3M

44 stks

2026-06-30

Portfolio Stability14.6

Moser Wealth Advisors, LLC

CIK 0001803081

Total reported value

$208.3M

200 stks

2025-06-30

Stale — no recent filing

Concentration15.5

Sector conviction76.2

Meridian Financial Advisors, LLC

CIK 0002032629

Total reported value

$208.1M

146 stks

2026-06-30

Concentration9.2

Portfolio Stability15.1

Sector conviction60.4

Andrews Advisory Associates, LLC

CIK 0002110646

Total reported value

$208.1M

86 stks

2026-06-30

Concentration20.3

Portfolio Stability13.7

Sector conviction66.2

Handelsinvest Investeringsforvaltning

CIK 0001659997

Total reported value

$208.0M

317 stks

2024-03-31

Stale — no recent filing

Concentration4.4

Sector conviction47.7

Siguler Guff Advisers, LLC

CIK 0001568814

Total reported value

$208.0M

5 stks

2022-12-31

Stale — no recent filing

Kentucky Trust Co

CIK 0002054100

Total reported value

$207.9M

316 stks

2026-06-30

Concentration7.2

Portfolio Stability15.7

Sector conviction40.0

Aft, Forsyth & Company, Inc.

CIK 0001512073

Total reported value

$207.9M

108 stks

2026-06-30

Concentration29.8

Portfolio Stability22.6

Arena Capital Advisors, LLC- CA

CIK 0001833078

Total reported value

$207.9M

21 stks

2026-06-30

Concentration45.3

Portfolio Stability43.2

Intelligent Financial Strategies

CIK 0001911000

Total reported value

$207.8M

60 stks

2026-06-30

Concentration52.5

Portfolio Stability8.5

Sector conviction69.8

Sheridan Capital Management, LLC

CIK 0001926753

Total reported value

$207.8M

31 stks

2026-06-30

Concentration39.3

Breed's Hill Capital LLC

CIK 0001963222

Total reported value

$207.7M

241 stks

2025-06-30

Stale — no recent filing

Concentration21.7

Sector conviction99.3

William B. Walkup & Associates, Inc.

CIK 0002034054

Total reported value

$207.7M

258 stks

2026-06-30

Concentration14.0

Portfolio Stability39.4

Sector conviction44.3

Stonebridge Capital Management Inc

CIK 0000051812

Total reported value

$207.6M

70 stks

2026-06-30

Concentration15.6

Portfolio Stability48.8

Sector conviction76.6

Babb Wealth Advisors LLC

CIK 0002047312

Total reported value

$207.5M

19 stks

2026-06-30

Concentration56.9

Portfolio Stability12.8

BCK Partners, Inc.

CIK 0001845867

Total reported value

$207.4M

28 stks

2026-06-30

Concentration67.6

Portfolio Stability11.4

Seven Bridges Advisors LLC

CIK 0001632929

Total reported value

$207.4M

16 stks

2026-06-30

Concentration73.6

RWQ Financial Management Services, Inc.

CIK 0001846544

Total reported value

$207.3M

24 stks

2026-06-30

Concentration20.5

Portfolio Stability59.1

Sector conviction87.0

Everstar Asset Management, LLC

CIK 0002023744

Total reported value

$207.3M

205 stks

2026-06-30

Concentration6.7

Portfolio Stability33.7

Sector conviction34.5

Topel & Distasi Wealth Management, LLC

CIK 0001880087

Total reported value

$207.3M

57 stks

2026-06-30

Concentration19.9

Portfolio Stability9.7

Sector conviction69.5

Ridgecrest Wealth Partners, LLC

CIK 0001860719

Total reported value

$207.3M

111 stks

2026-06-30

Concentration17.6

Portfolio Stability22.2

Sector conviction78.9

CIBRA Capital Ltd

CIK 0002060725

Total reported value

$207.2M

25 stks

2026-03-31

Concentration26.2

Lynwood Price Capital Management LP

CIK 0002046605

Total reported value

$207.1M

13 stks

2026-06-30

Concentration38.6

Portfolio Stability52.0

Sector conviction71.8

Catalyst Private Wealth, LLC

CIK 0001831193

Total reported value

$207.1M

82 stks

2026-06-30

Concentration23.0

Sector conviction85.5

Tenret Co LLC

CIK 0001874146

Total reported value

$207.0M

33 stks

2026-03-31

Concentration30.7

Portfolio Stability8.5

Semus Wealth Partners LLC

CIK 0001964775

Total reported value

$206.9M

111 stks

2026-06-30

Concentration20.6

Portfolio Stability23.5

Sector conviction96.7

Peg Capital Management Inc /nh/

CIK 0001080623

Total reported value

$206.9M

34 stks

2015-03-31

Stale — no recent filing

Concentration15.3

Portfolio Stability14.7

Hofer & Associates. Inc

CIK 0001958491

Total reported value

$206.9M

70 stks

2026-06-30

Concentration18.1

Portfolio Stability12.4

Sector conviction76.8

Goodwin Daniel L

CIK 0001119191

Total reported value

$206.8M

158 stks

2023-09-30

Stale — no recent filing

Mullaney, Keating & Wright, Inc.

CIK 0002135840

Total reported value

$206.8M

74 stks

2026-06-30

Concentration46.2

Aspen Wealth Strategies, LLC

CIK 0001972517

Total reported value

$206.7M

89 stks

2026-06-30

Concentration21.1

Portfolio Stability15.2

Sector conviction46.9

GordonMD Global Investments LP

CIK 0002039349

Total reported value

$206.7M

16 stks

2026-06-30

Concentration38.5

Portfolio Stability41.3

Private Vista, LLC

CIK 0001640638

Total reported value

$206.6M

117 stks

2020-06-30

Stale — no recent filing

Concentration19.3

Portfolio Stability46.4

Sector conviction62.5

Old Peak Finance LLC

CIK 0002080991

Total reported value

$206.6M

149 stks

2026-06-30

Concentration47.4

Sector conviction98.8

Avid Wealth Partners LLC

CIK 0001992344

Total reported value

$206.6M

77 stks

2026-06-30

Concentration25.0

Sector conviction71.4

Sutton Place Investors LLC

CIK 0001930301

Total reported value

$206.5M

148 stks

2026-06-30

Concentration9.4

Portfolio Stability21.1

Sector conviction82.5

Andera Partners

CIK 0001757283

Total reported value

$206.5M

8 stks

2026-06-30

Concentration81.1

Portfolio Stability42.5

Harrington Investments, INC

CIK 0001386364

Total reported value

$206.5M

82 stks

2026-06-30

Concentration10.7

Portfolio Stability16.4

Sector conviction53.9

Corsicana & Co.

CIK 0001869923

Total reported value

$206.4M

309 stks

2026-06-30

Concentration10.4

Portfolio Stability33.4

Sector conviction46.7

Stephens Group, LLC

CIK 0001427999

Total reported value

$206.3M

4 stks

2026-06-30

Portfolio Stability19.8

Cassia Capital Partners, LLC

CIK 0001844897

Total reported value

$206.3M

69 stks

2026-06-30

Concentration18.3

Portfolio Stability12.0

Sector conviction41.9

Lexington Hill Partners, LLC

CIK 0002111980

Total reported value

$206.2M

77 stks

2026-06-30

Concentration40.2

Sector conviction60.8

Golden Road Advisors LLC

CIK 0002014454

Total reported value

$206.2M

67 stks

2026-06-30

Concentration63.5

Portfolio Stability17.7

Sector conviction87.2

TFJ Management, LLC

CIK 0002056069

Total reported value

$206.1M

12 stks

2026-06-30

Concentration55.8

Portfolio Stability52.0

Galaxy Digital Capital Management GP LLC

CIK 0002118292

Total reported value

$206.1M

67 stks

2026-06-30

Concentration14.5

Creek Drive Management Group LLC

CIK 0002111824

Total reported value

$206.0M

48 stks

2026-06-30

Concentration26.3

Flight Deck Capital, LP

CIK 0001861705

Total reported value

$206.0M

11 stks

2026-06-30

Concentration66.1

Portfolio Stability54.0

Sector conviction83.8

Hart & Patterson Financial Group LLC

CIK 0002015835

Total reported value

$205.8M

72 stks

2024-12-31

Stale — no recent filing

Concentration14.2

Sector conviction67.2

Lalia Capital, LLC

CIK 0002106818

Total reported value

$205.7M

15 stks

2026-06-30

Concentration36.6

Portfolio Stability28.4

Sachetta, LLC

CIK 0002010574

Total reported value

$205.7M

1,224 stks

2026-06-30

Concentration19.9

Sector conviction69.9

Foresight Capital Management Advisors, Inc.

CIK 0001630936

Total reported value

$205.7M

80 stks

2026-06-30

Concentration8.9

Sector conviction66.5

Pacific Edge Advisors, LLC

CIK 0001768887

Total reported value

$205.6M

39 stks

2021-09-30

Stale — no recent filing

Concentration58.1

Sector conviction79.9

First City Capital Management, Inc.

CIK 0001427350

Total reported value

$205.5M

164 stks

2026-06-30

Concentration6.9

Sector conviction40.7

Allen Wealth Management, LLC

CIK 0002012003

Total reported value

$205.4M

60 stks

2026-06-30

Concentration33.9

Portfolio Stability19.4

Sector conviction39.3

Spring Capital Management, LLC

CIK 0001899146

Total reported value

$205.3M

55 stks

2026-06-30

Concentration15.7

Sector conviction48.6

Balter Liquid Alternatives, LLC

CIK 0001592450

Total reported value

$205.2M

132 stks

2019-06-30

Stale — no recent filing

Concentration4.9

Portfolio Stability80.1

Sector conviction74.7

WESPAC Advisors, LLC

CIK 0001484540

Total reported value

$205.1M

200 stks

2026-06-30

Concentration5.5

Portfolio Stability70.3

Sector conviction45.4

Codex Capital, L.L.C.

CIK 0001832187

Total reported value

$205.1M

37 stks

2024-03-31

Stale — no recent filing

Concentration18.4

Sector conviction81.0

Treasure Coast Financial Planning

CIK 0001911307

Total reported value

$205.0M

48 stks

2026-06-30

Concentration31.5

Portfolio Stability9.6

Sector conviction56.3

American Airlines Group Inc.

CIK 0000006201

Total reported value

$205.0M

1 stks

2026-06-30

Portfolio Stability16.1

Lowery Thomas, LLC

CIK 0001919701

Total reported value

$204.7M

57 stks

2026-06-30

Concentration19.0

Portfolio Stability16.9

Birch Capital Management, LLC

CIK 0001799859

Total reported value

$204.7M

79 stks

2026-06-30

Concentration16.0

Portfolio Stability19.7

Sector conviction63.0

Orcam Financial Group

CIK 0001905367

Total reported value

$204.7M

105 stks

2026-06-30

Concentration30.8

Portfolio Stability38.7

Sector conviction66.2

11.2 Capital Management, LLC

CIK 0002072160

Total reported value

$204.6M

1 stks

2026-06-30

Portfolio Stability35.5

Pinney & Scofield, Inc.

CIK 0002056763

Total reported value

$204.5M

232 stks

2026-06-30

Concentration26.2

Portfolio Stability11.6

Sector conviction89.7

William Allan Corp

CIK 0001910961

Total reported value

$204.5M

62 stks

2026-06-30

Concentration17.4

Portfolio Stability24.5

Sector conviction63.4

CAP Partners, LLC

CIK 0002006870

Total reported value

$204.4M

155 stks

2026-06-30

Concentration8.8

Portfolio Stability29.9

Sector conviction77.0

Martin Worley Group

CIK 0002049542

Total reported value

$204.4M

91 stks

2025-06-30

Stale — no recent filing

Concentration13.3

Sector conviction87.0

Westview Management dba Westview Investment Advisors

CIK 0002073768

Total reported value

$204.4M

67 stks

2026-06-30

Concentration10.5

Portfolio Stability27.8

Sector conviction55.1

iAB Financial Bank

CIK 0001510201

Total reported value

$204.3M

138 stks

2017-06-30

Stale — no recent filing

Concentration10.6

Portfolio Stability11.8

Sector conviction53.5

Beacon Advisors Holdings, LLC

CIK 0002114314

Total reported value

$204.3M

37 stks

2026-06-30

Concentration18.4

Portfolio Stability9.4

Novak Financial Planning, LLC

CIK 0001843462

Total reported value

$204.3M

121 stks

2021-06-30

Stale — no recent filing

Concentration0.0

Portfolio Stability94.3

Sector conviction40.3

Buckland Partners Management Co LLC

CIK 0002074628

Total reported value

$204.2M

97 stks

2026-06-30

Concentration10.9

Portfolio Stability31.3

Sector conviction75.1

Confluence Wealth Management LLC

CIK 0001606810

Total reported value

$204.2M

114 stks

2020-09-30

Stale — no recent filing

Concentration12.1

Portfolio Stability37.4

Sector conviction47.8

Steadfast Advisors LP

CIK 0001213310

Total reported value

$204.2M

45 stks

2016-12-31

Stale — no recent filing

Concentration14.5

Portfolio Stability62.7

Sector conviction74.7

Mithaq Capital SPC

CIK 0001834600

Total reported value

$204.0M

3 stks

2026-06-30

Portfolio Stability26.4

Eads & Heald Wealth Management

CIK 0001035912

Total reported value

$204.0M

148 stks

2026-06-30

Concentration4.6

Portfolio Stability18.5

Sector conviction43.5

Clarity Asset Management, Inc.

CIK 0001756759

Total reported value

$203.9M

67 stks

2026-06-30

Concentration18.6

Sector conviction97.0

Redpoint Management, LLC

CIK 0001689508

Total reported value

$203.9M

3 stks

2026-06-30

Portfolio Stability33.8

MB Generational Wealth, LLC

CIK 0002009056

Total reported value

$203.9M

66 stks

2026-06-30

Concentration22.7

4J Wealth Management LLC

CIK 0001840775

Total reported value

$203.9M

111 stks

2026-06-30

Concentration18.4

Portfolio Stability25.3

Sector conviction66.2

Pacific Asset Management, LLC

CIK 0002054012

Total reported value

$203.8M

76 stks

2026-06-30

Concentration26.6

Sector conviction87.3

Donald L. Hagan, LLC

CIK 0001638049

Total reported value

$203.7M

86 stks

2025-09-30

Stale — no recent filing

Concentration22.9

Portfolio Stability28.5

Sector conviction53.4

Loudon Investment Management, LLC

CIK 0001597089

Total reported value

$203.7M

95 stks

2026-06-30

Concentration9.8

Portfolio Stability17.9

Sector conviction51.3

AF Advisors, Inc.

CIK 0001818044

Total reported value

$203.6M

30 stks

2026-06-30

Portfolio Stability12.1

Guardian Wealth Management, Inc.

CIK 0001910205

Total reported value

$203.5M

66 stks

2026-06-30

Concentration10.4

Sector conviction45.0

Bullseye Investment Management, LLC

CIK 0001912451

Total reported value

$203.5M

321 stks

2026-06-30

Concentration24.7

Sector conviction56.7

Little Harbor Advisors, LLC

CIK 0001539639

Total reported value

$203.4M

6 stks

2026-06-30

Portfolio Stability19.3

Fairfield, Bush & Co.

CIK 0001116247

Total reported value

$203.4M

126 stks

2026-06-30

Concentration9.1

Portfolio Stability22.3

Sector conviction61.6

Oxford Asset Management LLP

CIK 0001438284

Total reported value

$203.3M

364 stks

2026-06-30

Concentration4.7

Sector conviction36.6

Sutton Wealth Advisors Inc.

CIK 0001999828

Total reported value

$203.3M

865 stks

2023-09-30

Stale — no recent filing

Concentration12.9

Sector conviction49.8

Clay Northam Wealth Management, LLC

CIK 0001915687

Total reported value

$203.3M

109 stks

2026-06-30

Concentration15.8

Portfolio Stability19.1

Sage Advisory Services, Ltd.Co.

CIK 0001534378

Total reported value

$203.2M

46 stks

2026-06-30

Concentration27.0

Portfolio Stability27.4

Pettee Investors, Inc.

CIK 0001596901

Total reported value

$203.2M

115 stks

2026-06-30

Concentration9.5

Sector conviction48.3

Washburn Capital Management, Inc.

CIK 0001793923

Total reported value

$203.1M

56 stks

2026-06-30

Concentration45.0

Portfolio Stability25.2

Sector conviction77.0

AtlasMark Financial, Inc

CIK 0002127120

Total reported value

$203.1M

48 stks

2026-06-30

Concentration33.1

Portfolio Stability29.4

Rachor Investment Advisory Services, LLC

CIK 0002008792

Total reported value

$203.1M

203 stks

2026-06-30

Concentration82.4

Portfolio Stability7.9

Sector conviction63.5

Twin Peaks Capital Ltd

CIK 0002153025

Total reported value

$203.0M

21 stks

2026-06-30

Concentration76.8

Portfolio Stability89.9

Cornercap Investment Counsel Inc

CIK 0001062938

Total reported value

$203.0M

151 stks

2025-12-31

Stale — no recent filing

Concentration3.4

Portfolio Stability14.0

Sector conviction48.9

Bucket List Wealth Management, LLC

CIK 0002133435

Total reported value

$203.0M

63 stks

2026-06-30

Concentration28.1

Sector conviction69.8