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

Sector conviction64.7

Financial Alternatives, Inc

CIK 0001967227

Total reported value

$202.9M

84 stks

2026-06-30

Concentration32.4

Portfolio Stability10.9

Sector conviction71.7

Flywheel Private Wealth LLC

CIK 0002029680

Total reported value

$202.9M

109 stks

2026-06-30

Concentration21.1

Portfolio Stability16.3

Sector conviction87.5

Taylor & Morgan Wealth Management, LLC

CIK 0001844266

Total reported value

$202.9M

89 stks

2026-06-30

Concentration26.6

Salus Financial Advisors, LLC

CIK 0002056601

Total reported value

$202.8M

39 stks

2026-06-30

Concentration48.7

Sector conviction51.1

Elwood Capital Partners LP

CIK 0002050159

Total reported value

$202.8M

32 stks

2026-06-30

Concentration32.9

Portfolio Stability55.1

Sector conviction58.2

Valley Financial Group, Inc.

CIK 0002010327

Total reported value

$202.8M

62 stks

2026-06-30

Concentration40.3

Portfolio Stability11.9

American Trust Investment Advisors, LLC

CIK 0001291424

Total reported value

$202.6M

81 stks

2026-06-30

Concentration10.1

Portfolio Stability33.7

Sector conviction52.7

Tower Wealth Partners, Inc.

CIK 0001852808

Total reported value

$202.6M

101 stks

2026-06-30

Concentration23.9

Portfolio Stability14.2

Sector conviction48.1

Mill Road Capital Management LLC

CIK 0001512275

Total reported value

$202.5M

23 stks

2026-06-30

Concentration38.1

Portfolio Stability41.0

EVR Research LP

CIK 0001843019

Total reported value

$202.5M

28 stks

2026-06-30

Concentration24.8

Portfolio Stability74.6

Fidgeon Timothy F

CIK 0001053911

Total reported value

$202.5M

429 stks

2015-09-30

Stale — no recent filing

Concentration8.6

Portfolio Stability13.6

Sector conviction64.8

Shelter Ins Profit Sharing

CIK 0001455289

Total reported value

$202.4M

41 stks

2015-09-30

Stale — no recent filing

Concentration11.7

Portfolio Stability15.0

Sector conviction47.2

Longview Financial Advisors LLC

CIK 0002076077

Total reported value

$202.4M

150 stks

2026-06-30

Concentration33.9

Sector conviction69.9

Delphi Financial Group, Inc.

CIK 0000859139

Total reported value

$202.3M

26 stks

2026-06-30

Concentration37.2

Portfolio Stability53.4

Sector conviction72.4

Breiter Capital Management Inc

CIK 0001105410

Total reported value

$202.3M

134 stks

2022-03-31

Stale — no recent filing

Sector conviction82.9

Strategic Wealth Management Inc

CIK 0000849854

Total reported value

$202.3M

75 stks

2021-12-31

Stale — no recent filing

Concentration12.4

Hilltop Wealth Advisors, LLC

CIK 0001786241

Total reported value

$202.2M

74 stks

2026-06-30

Concentration34.3

Portfolio Stability19.2

Winthrop Partners - WNY, LLC

CIK 0001734109

Total reported value

$202.2M

87 stks

2026-06-30

Concentration9.6

Portfolio Stability12.8

Sector conviction56.8

Brandywine Managers, LLC

CIK 0001135121

Total reported value

$202.2M

46 stks

2026-06-30

Concentration82.6

Portfolio Stability19.3

Orland Properties Ltd

CIK 0001550093

Total reported value

$202.1M

10 stks

2026-06-30

Portfolio Stability34.5

Sorin Capital Management LLC

CIK 0001534498

Total reported value

$202.1M

17 stks

2018-09-30

Stale — no recent filing

Marmo Financial Group, LLC

CIK 0001964829

Total reported value

$201.9M

38 stks

2026-03-31

Concentration34.5

Portfolio Stability6.3

Farringdon Capital, Ltd.

CIK 0001750980

Total reported value

$201.8M

184 stks

2026-06-30

Concentration9.1

Sector conviction54.2

Spectrum Strategic Capital Management, LLC

CIK 0001554961

Total reported value

$201.8M

79 stks

2026-06-30

Concentration15.5

Portfolio Stability15.8

Sector conviction69.3

Meriwether Wealth & Planning, LLC

CIK 0002055554

Total reported value

$201.7M

122 stks

2026-06-30

Concentration18.8

Sector conviction41.6

InTrack Investment Management Inc

CIK 0001847343

Total reported value

$201.7M

110 stks

2026-06-30

Concentration7.7

Portfolio Stability25.4

Sector conviction55.1

Orser Capital Management, LLC

CIK 0001785717

Total reported value

$201.5M

65 stks

2026-06-30

Concentration14.7

Sector conviction62.6

Ahrens Investment Partners LLC

CIK 0001698481

Total reported value

$201.5M

1,018 stks

2023-03-31

Stale — no recent filing

Concentration6.3

Sector conviction53.5

Harvest Investment Advisors, LLC

CIK 0001967261

Total reported value

$201.5M

58 stks

2026-06-30

Concentration25.1

Portfolio Stability21.5

Sector conviction47.6

Align Financial, LLC

CIK 0002089183

Total reported value

$201.5M

360 stks

2026-06-30

Concentration31.1

Sector conviction75.0

Scratch Capital LLC

CIK 0002055324

Total reported value

$201.5M

44 stks

2026-06-30

Concentration33.8

Portfolio Stability15.8

Sandler Capital Management

CIK 0001000742

Total reported value

$201.5M

126 stks

2026-06-30

Concentration5.2

Portfolio Stability94.1

Sector conviction51.4

Nierenberg Investment Management Company, LLC

CIK 0001282683

Total reported value

$201.4M

35 stks

2026-06-30

Concentration43.7

Portfolio Stability23.2

Sector conviction70.7

Williamson Legacy Group, LLC

CIK 0002011965

Total reported value

$201.4M

75 stks

2026-06-30

Concentration9.9

Portfolio Stability88.6

Lam Group, Inc.

CIK 0001961944

Total reported value

$201.4M

139 stks

2026-06-30

Concentration10.4

Portfolio Stability12.9

Sector conviction92.0

Benedetti & Gucer, Inc.

CIK 0001859474

Total reported value

$201.3M

143 stks

2024-03-31

Stale — no recent filing

Concentration20.9

Sector conviction50.7

Beacon Financial Strategies CORP

CIK 0002084239

Total reported value

$201.2M

210 stks

2026-06-30

Concentration42.4

Portfolio Stability13.6

Sector conviction52.4

Two West Capital Advisors LLC

CIK 0002026617

Total reported value

$201.2M

101 stks

2026-06-30

Concentration26.9

Portfolio Stability15.9

CoreFirst Bank & Trust

CIK 0001845199

Total reported value

$201.1M

358 stks

2026-06-30

Concentration8.4

Sector conviction43.2

Element Squared LLC

CIK 0002086643

Total reported value

$201.0M

49 stks

2026-06-30

Concentration32.4

Portfolio Stability48.8

Sector conviction80.7

DUTCH ASSET Corp

CIK 0002115141

Total reported value

$201.0M

115 stks

2026-06-30

Concentration15.6

Portfolio Stability35.0

Sector conviction85.5

Vitruvian Partners LLP

CIK 0001692590

Total reported value

$201.0M

8 stks

2026-06-30

Portfolio Stability70.7

Marest Capital, LLC

CIK 0002010315

Total reported value

$200.9M

30 stks

2026-06-30

Portfolio Stability18.1

Sector conviction83.9

Principia Wealth Advisory, LLC

CIK 0002041436

Total reported value

$200.9M

1,065 stks

2026-06-30

Concentration15.6

Portfolio Stability36.6

Sector conviction36.9

Lau Associates LLC

CIK 0001161825

Total reported value

$200.9M

95 stks

2019-12-31

Stale — no recent filing

Concentration21.3

Portfolio Stability14.5

Sector conviction61.1

Virginia Wealth Management Group, Inc.

CIK 0001898282

Total reported value

$200.8M

57 stks

2026-06-30

Concentration10.5

Portfolio Stability13.2

Sector conviction39.8

Wealth Forward, LLC

CIK 0002012773

Total reported value

$200.8M

49 stks

2026-06-30

Concentration28.1

Portfolio Stability13.1

Sector conviction98.4

Greater Midwest Financial Group, LLC

CIK 0002025409

Total reported value

$200.6M

65 stks

2026-06-30

Concentration17.6

Portfolio Stability44.5

Sector conviction86.5

Counterweight Ventures, LLC

CIK 0002012467

Total reported value

$200.6M

81 stks

2026-06-30

Concentration9.1

Portfolio Stability16.5

Sector conviction52.1

J. H. Whitney Equity Partners VI, LLC

CIK 0001394517

Total reported value

$200.6M

1 stks

2026-06-30

Portfolio Stability47.8

Capasso Planning Partners LLC

CIK 0001911938

Total reported value

$200.5M

86 stks

2026-06-30

Concentration26.6

Portfolio Stability11.2

Marathon Mission, Inc.

CIK 0001987261

Total reported value

$200.3M

57 stks

2026-06-30

Concentration33.1

Portfolio Stability25.1

Fortress Financial Group, LLC

CIK 0002054451

Total reported value

$200.3M

79 stks

2026-06-30

Concentration38.7

Sector conviction65.6

Scholtz & Company, LLC

CIK 0001606134

Total reported value

$200.3M

48 stks

2026-06-30

Concentration15.7

Portfolio Stability49.3

Sector conviction56.4

McDonough Capital Management, Inc

CIK 0001912128

Total reported value

$200.1M

52 stks

2026-06-30

Concentration30.2

Portfolio Stability13.9

Sector conviction70.1

Thompson David Blair

CIK 0002150492

Total reported value

$200.0M

212 stks

2026-06-30

Concentration4.0

Portfolio Stability41.4

Sector conviction50.7

Brindle & Bay Financial Advisors, LLC

CIK 0002081139

Total reported value

$199.9M

86 stks

2026-06-30

Concentration17.7

Portfolio Stability48.5

Sector conviction42.6

Disciplined Investors, L.L.C.

CIK 0002056242

Total reported value

$199.9M

145 stks

2026-06-30

Portfolio Stability26.8

Sector conviction53.1

Guardian Wealth Advisors, LLC

CIK 0001858828

Total reported value

$199.8M

66 stks

2026-06-30

Concentration32.2

Portfolio Stability15.4

Sector conviction43.6

Battery Global Advisors, LLC

CIK 0001582272

Total reported value

$199.8M

157 stks

2026-06-30

Concentration55.1

Portfolio Stability16.4

Flood Gamble Associates Inc

CIK 0001055954

Total reported value

$199.7M

59 stks

2015-09-30

Stale — no recent filing

Concentration13.1

Portfolio Stability32.6

Sector conviction94.0

Castlekeep Investment Advisors LLC

CIK 0001404780

Total reported value

$199.6M

76 stks

2026-06-30

Concentration16.8

Portfolio Stability21.3

Sector conviction59.5

Sharpepoint LLC

CIK 0002046822

Total reported value

$199.6M

89 stks

2026-06-30

Concentration8.9

Sector conviction65.2

Titus Wealth Management

CIK 0001732007

Total reported value

$199.6M

161 stks

2022-06-30

Stale — no recent filing

Concentration11.9

Sector conviction65.8

AidennLair Capital Management LP

CIK 0001680326

Total reported value

$199.5M

29 stks

2018-06-30

Stale — no recent filing

Concentration30.6

Rose Capital Advisors LLC

CIK 0002148496

Total reported value

$199.5M

108 stks

2026-06-30

Concentration15.3

Sector conviction89.0

Ajo, LP

CIK 0001013536

Total reported value

$199.5M

43 stks

2021-03-31

Stale — no recent filing

Concentration14.3

Independence Wealth Advisors, LLC

CIK 0002001765

Total reported value

$199.3M

85 stks

2026-06-30

Concentration21.3

Portfolio Stability51.5

Sector conviction61.7

Cetera Trust Company, N.A

CIK 0002005547

Total reported value

$199.3M

345 stks

2026-06-30

Concentration7.5

Portfolio Stability20.4

Sector conviction47.5

SEG Family Corp.

CIK 0002080629

Total reported value

$199.3M

1 stks

2026-06-30

Strategic Planning, Inc.

CIK 0001925220

Total reported value

$199.3M

54 stks

2026-03-31

Concentration23.7

Portfolio Stability36.8

Sector conviction76.6

All-Stars Investment Ltd

CIK 0001633603

Total reported value

$199.2M

11 stks

2026-06-30

Portfolio Stability8.9

Riverbend Wealth Management, LLC

CIK 0002055570

Total reported value

$199.1M

176 stks

2026-06-30

Concentration6.3

Portfolio Stability32.8

Sector conviction58.5

Patrick Mauro Investment Advisor, INC.

CIK 0001953787

Total reported value

$199.0M

38 stks

2026-06-30

Concentration17.8

Portfolio Stability28.4

Sector conviction40.8

Dba Trading, LLC

CIK 0002067608

Total reported value

$198.9M

39 stks

2026-06-30

Portfolio Stability1.7

McBroom & Associates, LLC

CIK 0001908893

Total reported value

$198.9M

37 stks

2026-06-30

Concentration20.5

Sector conviction71.0

Viawealth, LLC

CIK 0001965401

Total reported value

$198.8M

167 stks

2026-06-30

Concentration5.8

Portfolio Stability19.3

Sector conviction56.0

Park Avenue Institutional Advisers LLC

CIK 0001640801

Total reported value

$198.7M

2 stks

2026-06-30

Portfolio Stability0.6

Milestone Asset Management Group, LLC

CIK 0002063452

Total reported value

$198.6M

133 stks

2026-06-30

Concentration7.8

Portfolio Stability16.9

Sector conviction80.6

Hilton Head Capital Partners, LLC

CIK 0002109913

Total reported value

$198.5M

912 stks

2026-06-30

Concentration4.8

Sector conviction45.1

Arrien Investments, Inc.

CIK 0002052048

Total reported value

$198.3M

44 stks

2026-06-30

Concentration35.6

Portfolio Stability8.9

Barrington Strategic Wealth Management Group LLC

CIK 0001483796

Total reported value

$198.3M

105 stks

2017-09-30

Stale — no recent filing

Concentration11.5

Portfolio Stability7.2

Sector conviction46.6

Walker Asset Management, LLC

CIK 0001923053

Total reported value

$198.2M

152 stks

2026-06-30

Concentration18.0

Portfolio Stability17.4

Sector conviction77.0

Oceanside Advisors LLC

CIK 0002012184

Total reported value

$198.1M

57 stks

2026-06-30

Concentration25.3

Portfolio Stability12.8

Sector conviction81.3

OneAscent Family Office, LLC

CIK 0002055812

Total reported value

$198.1M

250 stks

2026-06-30

Concentration6.5

Portfolio Stability56.5

Sector conviction61.5

Frazier Financial Advisors, LLC

CIK 0002002745

Total reported value

$198.0M

620 stks

2026-06-30

Concentration46.2

Portfolio Stability21.3

Sector conviction59.3

Piedmont Capital Management, LLC

CIK 0001656150

Total reported value

$198.0M

58 stks

2026-06-30

Concentration29.3

Portfolio Stability69.8

Sector conviction54.0

Kent Lake PR LLC

CIK 0002037231

Total reported value

$198.0M

42 stks

2025-09-30

Stale — no recent filing

Concentration16.6

Ks Management CORP

CIK 0001349834

Total reported value

$198.0M

31 stks

2015-12-31

Stale — no recent filing

Portfolio Stability73.9

Princeton Capital Management Inc

CIK 0000868911

Total reported value

$197.7M

69 stks

2017-09-30

Stale — no recent filing

Concentration11.6

Portfolio Stability86.9

Sector conviction59.3

Steadtrust LLC

CIK 0002097595

Total reported value

$197.7M

132 stks

2026-06-30

Portfolio Stability33.3

Sector conviction64.0

Cornerstone Wealth, LLC/TN

CIK 0002135644

Total reported value

$197.7M

102 stks

2026-06-30

Concentration13.4

Portfolio Stability36.2

Sector conviction74.5

Alamar Capital Management, LLC

CIK 0001846995

Total reported value

$197.7M

88 stks

2026-06-30

Concentration20.5

Draper Asset Management, LLC

CIK 0001847921

Total reported value

$197.7M

16 stks

2026-06-30

Concentration50.9

Portfolio Stability26.0

Sector conviction87.6

Vermillion & White Wealth Management Group, LLC

CIK 0001862443

Total reported value

$197.7M

69 stks

2026-06-30

Concentration39.5

Portfolio Stability15.2

Laurel Grove Capital, LLC

CIK 0001387978

Total reported value

$197.5M

93 stks

2018-09-30

Stale — no recent filing

Concentration9.3

Portfolio Stability20.9

Sector conviction46.2

Instrumental Wealth, LLC

CIK 0001976010

Total reported value

$197.5M

89 stks

2026-06-30

Concentration29.9

Portfolio Stability21.3

Sector conviction74.4

Prospect Financial Services LLC

CIK 0002012519

Total reported value

$197.4M

115 stks

2026-06-30

Concentration11.4

Sector conviction54.4

Point Nemo Capital, LLC

CIK 0001988307

Total reported value

$197.4M

188 stks

2026-06-30

Concentration6.3

Sector conviction54.5

Lrz Capital LLC

CIK 0002111919

Total reported value

$197.4M

18 stks

2026-06-30

Concentration25.8

Sector conviction65.6

Tri Ri Asset Management Corp

CIK 0002045579

Total reported value

$197.4M

29 stks

2024-09-30

Stale — no recent filing

Concentration20.9

Sector conviction66.8

Jackson Hill Advisors, LLC

CIK 0001911159

Total reported value

$197.4M

13 stks

2026-06-30

Concentration0.0

Van Leeuwen & Company, LLC

CIK 0001769031

Total reported value

$197.3M

88 stks

2024-03-31

Stale — no recent filing

Concentration8.2

Sector conviction51.9

G-

Gildi - lifeyrissjodur

CIK 0002108148

Total reported value

$197.2M

2 stks

2026-03-31

Portfolio Stability24.9

Affinity Investment Advisors, LLC

CIK 0001520601

Total reported value

$197.2M

140 stks

2026-06-30

Concentration6.8

Portfolio Stability44.8

Sector conviction53.5

Garrison Asset Management, LLC

CIK 0001519319

Total reported value

$197.1M

109 stks

2024-09-30

Stale — no recent filing

Concentration7.6

Sector conviction51.1

Optivise Advisory Services LLC

CIK 0002042876

Total reported value

$197.0M

228 stks

2026-06-30

Concentration4.5

Portfolio Stability47.9

Sector conviction51.2

United Financial Planning Group LLC

CIK 0002088337

Total reported value

$196.9M

465 stks

2026-06-30

Concentration39.4

Sector conviction50.8

Hill Winds Capital LP

CIK 0001683073

Total reported value

$196.9M

37 stks

2022-12-31

Stale — no recent filing

Concentration14.9

HG Vora Capital Management, LLC

CIK 0001525362

Total reported value

$196.8M

5 stks

2026-06-30

Portfolio Stability37.7

Saddle Road Partners, LLC

CIK 0001663896

Total reported value

$196.8M

113 stks

2016-12-31

Stale — no recent filing

Portfolio Stability49.8

Sector conviction73.1

Bullseye Asset Management LLC

CIK 0001513779

Total reported value

$196.7M

56 stks

2026-06-30

Concentration9.4

Portfolio Stability37.1

Sector conviction67.0

Torren Management, LLC

CIK 0002096203

Total reported value

$196.7M

948 stks

2026-06-30

Concentration63.7

Portfolio Stability23.2

Sector conviction65.5

Dominick & Dominick LLC

CIK 0001453102

Total reported value

$196.7M

183 stks

2014-12-31

Stale — no recent filing

Concentration5.0

Portfolio Stability32.9

Sector conviction45.5

Radcliff Management LLC

CIK 0001911132

Total reported value

$196.6M

1 stks

2026-06-30

Portfolio Stability11.2

Arbiter Partners Capital Management LLC

CIK 0001513193

Total reported value

$196.5M

44 stks

2026-06-30

Concentration61.1

Portfolio Stability39.7

Rings Capital Management LLC

CIK 0001771122

Total reported value

$196.5M

7 stks

2026-06-30

Concentration81.8

Portfolio Stability8.5

Sector conviction73.1

Cahill Wealth Management, LLC

CIK 0001927960

Total reported value

$196.5M

49 stks

2025-03-31

Stale — no recent filing

Concentration62.2

Rubicon Founders LLC

CIK 0002032489

Total reported value

$196.4M

3 stks

2026-06-30

Portfolio Stability35.2

Global Wealth Management, LLC

CIK 0002039738

Total reported value

$196.4M

47 stks

2026-06-30

Concentration30.9

Portfolio Stability11.0

Sector conviction89.5

Viewpoint Capital Management LLC

CIK 0001906223

Total reported value

$196.3M

120 stks

2026-06-30

Concentration12.6

Portfolio Stability22.0

Sector conviction49.1

Bridge Generations Wealth Management LLC

CIK 0002056071

Total reported value

$196.2M

34 stks

2026-06-30

Concentration30.9

Portfolio Stability13.2

Crystal Rock Capital Management

CIK 0001510668

Total reported value

$196.2M

34 stks

2026-06-30

Concentration19.5

Portfolio Stability22.5

Sector conviction51.0

Anchor IV Pte. Ltd.

CIK 0001993966

Total reported value

$196.2M

1 stks

2024-09-30

Stale — no recent filing

LBJ Family Wealth Advisors, Ltd.

CIK 0001601622

Total reported value

$196.1M

28 stks

2026-06-30

Concentration50.1

Portfolio Stability14.8

CHB Investment Group, LLC

CIK 0001933274

Total reported value

$196.1M

69 stks

2025-06-30

Stale — no recent filing

Concentration9.8

Sector conviction53.0

NRI Wealth Management LC

CIK 0002027950

Total reported value

$196.1M

31 stks

2025-12-31

Stale — no recent filing

Concentration32.7

Portfolio Stability6.9

Carlson Financial, Inc.

CIK 0002134889

Total reported value

$196.1M

195 stks

2026-06-30

Concentration8.2

Portfolio Stability22.2

Sector conviction78.7

Lunate Capital Ltd

CIK 0002056786

Total reported value

$196.0M

10 stks

2026-06-30

Concentration62.1

Echo Wealth Management, LLC

CIK 0001846994

Total reported value

$195.9M

47 stks

2026-06-30

Concentration34.8

Portfolio Stability12.7

Sector conviction64.0

McHugh Group, LLC

CIK 0002052657

Total reported value

$195.7M

86 stks

2026-06-30

Concentration21.6

Quantum Financial Partners LLC

CIK 0002103577

Total reported value

$195.5M

153 stks

2026-06-30

Concentration8.5

Sector conviction51.4

Kades & Cheifetz LLC

CIK 0001957259

Total reported value

$195.4M

108 stks

2024-12-31

Stale — no recent filing

Concentration11.0

Greystone Investment Management LLC

CIK 0001166741

Total reported value

$195.4M

45 stks

2018-12-31

Stale — no recent filing

Concentration15.5

Portfolio Stability18.9

Sector conviction83.6

Octahedron Capital Management L.P.

CIK 0001891904

Total reported value

$195.3M

15 stks

2026-06-30

Concentration33.1

Portfolio Stability76.4

Sector conviction98.5

Bantamac Capital, LLC

CIK 0001794972

Total reported value

$195.3M

76 stks

2026-06-30

Concentration42.0

Portfolio Stability13.7

Sector conviction68.4

Momentous Wealth Management, Inc.

CIK 0002055574

Total reported value

$195.1M

48 stks

2026-06-30

Concentration55.0

Portfolio Stability14.1

Sector conviction84.5

WestCap Management, LLC

CIK 0001838470

Total reported value

$195.1M

2 stks

2026-06-30

Portfolio Stability1.8

Sfm, LLC

CIK 0002064225

Total reported value

$195.1M

69 stks

2026-06-30

Concentration30.5

Portfolio Stability27.0

Sector conviction65.5

Delos Wealth Advisors, LLC

CIK 0001878326

Total reported value

$195.0M

304 stks

2026-06-30

Concentration10.5

Portfolio Stability19.9

Sector conviction60.3

Trust Co of Kansas

CIK 0001803988

Total reported value

$195.0M

59 stks

2026-06-30

Concentration30.8

Portfolio Stability17.9

Sector conviction58.8

Finivi Inc.

CIK 0002101641

Total reported value

$194.9M

111 stks

2026-06-30

Concentration9.1

Portfolio Stability27.3

Sector conviction41.2

Andesa Financial Management Inc.

CIK 0001752985

Total reported value

$194.9M

125 stks

2023-03-31

Stale — no recent filing

Concentration7.3

Sector conviction58.9

Secured Retirement Advisors, LLC

CIK 0002012356

Total reported value

$194.9M

134 stks

2026-06-30

Concentration5.3

Portfolio Stability53.1

Sector conviction52.4

Constitution Capital LLC

CIK 0001845531

Total reported value

$194.8M

62 stks

2026-06-30

Concentration18.8

Portfolio Stability26.8

Sector conviction47.4

Cosner Financial Group, LLC

CIK 0001674627

Total reported value

$194.7M

37 stks

2026-06-30

Concentration31.1

Portfolio Stability15.1

Vontobel Swiss Wealth Advisors AG

CIK 0001634222

Total reported value

$194.7M

80 stks

2021-06-30

Stale — no recent filing

Concentration0.0

Portfolio Stability95.9

Sector conviction61.9

New Potomac Partners, LLC

CIK 0001731466

Total reported value

$194.6M

152 stks

2024-09-30

Stale — no recent filing

Concentration8.4

Sector conviction50.3

Foresters Asset Management Inc.

CIK 0001682146

Total reported value

$194.6M

52 stks

2019-06-30

Stale — no recent filing

Concentration95.9

Portfolio Stability7.9

Sector conviction49.3