Institutions Starting with &quot;B&quot; (881 funds)

Portfolio Stability15.7

Bls Global Equities LLC

CIK 0001610946

Total reported value

$297.2M

13 stks

2016-12-31

Stale — no recent filing

Concentration40.5

Portfolio Stability100.0

Barbara Oil Co.

CIK 0001599670

Total reported value

$297.2M

73 stks

2026-06-30

Concentration12.4

Portfolio Stability22.7

Sector conviction52.4

Bastion Asset Management Inc.

CIK 0001977794

Total reported value

$294.8M

54 stks

2026-06-30

Concentration11.4

Portfolio Stability100.0

Sector conviction84.6

Beacon Financial Planning, Inc

CIK 0001966066

Total reported value

$294.6M

85 stks

2026-06-30

Concentration22.2

Portfolio Stability17.3

Sector conviction67.3

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

Breakwater Investment Management

CIK 0002025925

Total reported value

$293.7M

600 stks

2026-06-30

Concentration17.1

Bay Rivers Group

CIK 0001798924

Total reported value

$293.0M

126 stks

2026-06-30

Concentration10.9

Buckhead Capital Management LLC

CIK 0001133999

Total reported value

$291.6M

149 stks

2026-06-30

Concentration6.8

Sector conviction47.7

Bayberry Capital Partners LP

CIK 0001771524

Total reported value

$290.2M

27 stks

2026-06-30

Concentration17.5

Portfolio Stability57.1

Sector conviction51.7

Bourne Lent Asset Management Inc

CIK 0001128286

Total reported value

$289.4M

65 stks

2026-06-30

Concentration26.1

Portfolio Stability14.3

Sector conviction71.2

Brown Financial Advisors

CIK 0002035548

Total reported value

$286.4M

212 stks

2026-06-30

Concentration5.9

Portfolio Stability27.2

Sector conviction43.0

Bluestem Financial Advisors, LLC

CIK 0001820680

Total reported value

$285.5M

34 stks

2026-06-30

Concentration50.1

Portfolio Stability10.8

Blue Investment Partners LLC

CIK 0001958029

Total reported value

$285.1M

52 stks

2025-06-30

Stale — no recent filing

Concentration23.3

Bandera Partners LLC

CIK 0001399386

Total reported value

$283.9M

19 stks

2026-06-30

Concentration33.8

Portfolio Stability28.1

Sector conviction78.6

Beaconlight Capital, LLC

CIK 0001569537

Total reported value

$283.3M

33 stks

2026-06-30

Portfolio Stability100.0

Sector conviction49.1

BKM Wealth Management, LLC

CIK 0002007263

Total reported value

$282.4M

148 stks

2026-06-30

Concentration7.7

Portfolio Stability19.4

Sector conviction56.7

Bbjs Financial Advisors, LLC

CIK 0001966040

Total reported value

$280.4M

142 stks

2024-09-30

Stale — no recent filing

Concentration31.4

Bayshore Asset Management, LLC

CIK 0001906790

Total reported value

$279.8M

52 stks

2026-06-30

Concentration40.5

Portfolio Stability11.2

Sector conviction89.3

Brophy Wealth Management, LLC

CIK 0002032097

Total reported value

$279.4M

389 stks

2024-09-30

Stale — no recent filing

Concentration8.2

Sector conviction44.5

Buska Wealth Management, LLC

CIK 0001910503

Total reported value

$277.3M

81 stks

2026-06-30

Concentration25.3

Portfolio Stability20.7

Sector conviction60.3

Bigelow Investment Advisors, LLC

CIK 0001729516

Total reported value

$276.2M

157 stks

2026-06-30

Concentration7.8

Sector conviction52.1

Brahman Capital Corp.

CIK 0001014894

Total reported value

$274.5M

20 stks

2023-09-30

Stale — no recent filing

Concentration52.8

Sector conviction51.1

Boulder Wealth Advisors, LLC

CIK 0001874080

Total reported value

$274.3M

35 stks

2026-06-30

Concentration41.5

Burford Brothers, Inc.

CIK 0002001434

Total reported value

$272.5M

182 stks

2026-06-30

Concentration9.0

Portfolio Stability21.3

Sector conviction44.3

Bernard Wealth Management Corp.

CIK 0002056313

Total reported value

$271.3M

325 stks

2026-06-30

Concentration25.5

Portfolio Stability19.3

Burk Holdings LLC

CIK 0002079815

Total reported value

$270.5M

648 stks

2026-06-30

Concentration15.3

Portfolio Stability19.7

Sector conviction85.4

Beta Wealth Group, Inc.

CIK 0001594417

Total reported value

$266.6M

120 stks

2026-06-30

Concentration11.3

Portfolio Stability13.4

Sector conviction53.7

Ballentine Capital Advisors, Inc

CIK 0002011580

Total reported value

$265.4M

26 stks

2026-06-30

Concentration50.2

Portfolio Stability9.9

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

Boyd Wealth Management, LLC

CIK 0001846114

Total reported value

$264.2M

47 stks

2026-06-30

Concentration34.6

Sector conviction87.5

BlueChip Wealth Advisors LLC

CIK 0002015578

Total reported value

$263.8M

172 stks

2026-06-30

Concentration8.8

Portfolio Stability28.3

Sector conviction78.3

Birmingham Capital Management Co Inc/al

CIK 0000918504

Total reported value

$263.0M

90 stks

2026-06-30

Concentration18.3

Portfolio Stability22.6

Sector conviction81.5

BluePointe Capital Management, LLC

CIK 0002040935

Total reported value

$262.5M

128 stks

2025-03-31

Stale — no recent filing

Concentration11.4

Bravera Wealth

CIK 0002126773

Total reported value

$260.8M

352 stks

2026-06-30

Portfolio Stability22.8

Sector conviction51.2

BIP Alliance, LLC

CIK 0002056367

Total reported value

$260.4M

49 stks

2025-06-30

Stale — no recent filing

Concentration60.6

Sector conviction89.7

Bolton LP

CIK 0001591625

Total reported value

$259.4M

74 stks

2015-12-31

Stale — no recent filing

Concentration71.9

Portfolio Stability91.2

Beach Point Capital Management LP

CIK 0001453885

Total reported value

$258.1M

14 stks

2026-06-30

Portfolio Stability23.5

Beaumont Asset Management, L.L.C.

CIK 0001798756

Total reported value

$257.4M

79 stks

2026-06-30

Concentration41.1

Portfolio Stability26.1

Sector conviction50.5

Birchcreek Wealth Management, LLC

CIK 0001840341

Total reported value

$256.7M

134 stks

2026-06-30

Concentration16.8

Portfolio Stability23.7

Sector conviction92.3

Byrne Financial Freedom, LLC

CIK 0002063947

Total reported value

$256.1M

119 stks

2026-06-30

Concentration14.7

Portfolio Stability31.8

Sector conviction93.4

Brentview Investment Management LLC

CIK 0002052564

Total reported value

$252.7M

63 stks

2026-06-30

Concentration12.8

Sector conviction39.0

Baltimore-Washington Financial Advisors Inc.

CIK 0001426221

Total reported value

$252.7M

211 stks

2013-09-30

Stale — no recent filing

Concentration6.3

Portfolio Stability32.2

Sector conviction63.6

Boyum Wealth Architects LLC

CIK 0002068635

Total reported value

$251.2M

72 stks

2026-06-30

Concentration31.9

Sector conviction65.5

Barrington Wilshire, LLC

CIK 0001503541

Total reported value

$251.1M

10 stks

2013-06-30

Stale — no recent filing

Sector conviction0.0

Ballast Asset Management, LP

CIK 0001998389

Total reported value

$250.7M

53 stks

2026-06-30

Concentration8.5

Portfolio Stability28.4

Sector conviction57.6

Bridgewater Wealth & Financial Management, LLC

CIK 0001648901

Total reported value

$250.7M

27 stks

2017-12-31

Stale — no recent filing

Concentration28.3

Portfolio Stability11.8

Sector conviction51.6

Brogan Financial, Inc.

CIK 0001889918

Total reported value

$249.5M

64 stks

2026-06-30

Concentration75.2

Portfolio Stability10.4

Sector conviction66.9

BlackDiamond Wealth Management, LLC

CIK 0001903059

Total reported value

$248.9M

226 stks

2026-06-30

Concentration5.5

Portfolio Stability31.9

Sector conviction71.6

Bks Advisors, LLC

CIK 0001634865

Total reported value

$248.5M

209 stks

2019-03-31

Stale — no recent filing

Concentration5.0

Portfolio Stability25.1

Sector conviction50.0

Brinton Eaton, LLC

CIK 0001174248

Total reported value

$248.4M

216 stks

2013-09-30

Stale — no recent filing

Concentration21.7

Portfolio Stability19.5

Sector conviction73.6

Blue Square Asset Management, LLC

CIK 0001769578

Total reported value

$246.8M

74 stks

2026-06-30

Concentration15.4

Sector conviction77.9

Beaton Management Co. Inc.

CIK 0001714678

Total reported value

$245.4M

157 stks

2026-06-30

Concentration6.5

Sector conviction40.2

Baldrige Asset Management LLC

CIK 0001761742

Total reported value

$243.8M

467 stks

2023-03-31

Stale — no recent filing

Concentration11.1

Brown Financial Advisory

CIK 0001843853

Total reported value

$239.4M

49 stks

2026-06-30

Concentration96.5

Sector conviction53.1

Bright Financial Advisors, Inc.

CIK 0002022456

Total reported value

$238.9M

72 stks

2026-06-30

Portfolio Stability15.5

Sector conviction80.8

Boit C F David

CIK 0001308331

Total reported value

$237.6M

85 stks

2026-06-30

Concentration12.5

Sector conviction49.9

Bluedoor Private Wealth, LLC

CIK 0002110994

Total reported value

$237.5M

164 stks

2026-06-30

Concentration7.1

Sector conviction49.7

Bowman & Co S.C.

CIK 0001906275

Total reported value

$237.4M

118 stks

2025-12-31

Stale — no recent filing

Concentration13.8

Portfolio Stability8.9

Sector conviction63.5

BancFirst Trust & Investment Management

CIK 0001914099

Total reported value

$237.0M

85 stks

2026-06-30

Concentration90.8

Portfolio Stability16.9

Bach Option Ltd

CIK 0001667391

Total reported value

$236.3M

60 stks

2019-12-31

Stale — no recent filing

Concentration80.4

Portfolio Stability27.8

BostonPremier Wealth LLC

CIK 0002053783

Total reported value

$235.5M

79 stks

2026-06-30

Concentration49.2

Portfolio Stability20.4

Bontempo Ohly Capital Mgmt LLC

CIK 0001632118

Total reported value

$234.8M

33 stks

2026-06-30

Concentration56.8

Portfolio Stability12.0

Sector conviction47.0

Blue Sky Capital Consultants Group, Inc.

CIK 0002057054

Total reported value

$233.8M

74 stks

2026-06-30

Concentration17.0

Sector conviction67.8

Builders Union Fund LP

CIK 0001772593

Total reported value

$233.4M

8 stks

2021-06-30

Stale — no recent filing

Concentration83.9

Braeburn Wealth Management LLC

CIK 0002111759

Total reported value

$233.0M

99 stks

2026-06-30

Concentration29.0

Portfolio Stability48.2

Sector conviction72.7

Brighton Securities CORP.

CIK 0000014213

Total reported value

$232.8M

50 stks

2026-06-30

Concentration59.2

Portfolio Stability12.9

Sector conviction43.7

Bullock Wealth Management Group

CIK 0002067581

Total reported value

$230.6M

608 stks

2026-06-30

Concentration10.9

Sector conviction60.4

Burrus Financial Services, Inc.

CIK 0001573947

Total reported value

$230.3M

11 stks

2026-06-30

Concentration81.5

Portfolio Stability5.8

Banyan Capital Management, Inc.

CIK 0000846600

Total reported value

$230.1M

55 stks

2026-06-30

Concentration20.0

Portfolio Stability8.4

Sector conviction49.5

BDFS Capital LLC

CIK 0002112636

Total reported value

$230.0M

116 stks

2026-06-30

Concentration41.4

Sector conviction61.5

Benchmark Investment Advisors LLC

CIK 0001910971

Total reported value

$228.0M

70 stks

2026-06-30

Concentration16.4

Portfolio Stability34.5

Beartown Capital Management, LLC

CIK 0001877162

Total reported value

$227.4M

41 stks

2026-06-30

Concentration28.1

Portfolio Stability81.3

Baugh & Associates, LLC

CIK 0001730818

Total reported value

$226.0M

42 stks

2026-06-30

Concentration14.8

Sector conviction49.8

Brucke Financial, Inc.

CIK 0002058446

Total reported value

$225.1M

175 stks

2026-06-30

Concentration13.9

Portfolio Stability21.9

Sector conviction61.6

Benchmark Wealth Management, LLC

CIK 0001788241

Total reported value

$225.0M

70 stks

2025-06-30

Stale — no recent filing

Concentration27.3

Sector conviction76.4

Brooks, Moore & Associates, Inc.

CIK 0001767040

Total reported value

$222.9M

114 stks

2026-06-30

Concentration7.9

Portfolio Stability18.9

Sector conviction39.4

BankPlus Wealth Management LLC

CIK 0002051117

Total reported value

$222.2M

126 stks

2026-06-30

Concentration37.0

Portfolio Stability23.6

Sector conviction54.5

Berry Group, LLC

CIK 0001803097

Total reported value

$221.6M

113 stks

2020-12-31

Stale — no recent filing

Concentration12.2

Portfolio Stability19.5

Sector conviction59.9

Boomfish Wealth Group, LLC

CIK 0002010786

Total reported value

$219.5M

95 stks

2026-06-30

Concentration7.6

Sector conviction72.2

Bull Street Advisors, LLC

CIK 0001790837

Total reported value

$219.0M

95 stks

2026-06-30

Concentration8.9

Sector conviction38.4

Bellevue Asset Management, LLC

CIK 0001801619

Total reported value

$216.7M

578 stks

2026-06-30

Concentration28.1

Portfolio Stability13.7

Ballast Rock Private Wealth LLC

CIK 0002106928

Total reported value

$216.5M

192 stks

2026-06-30

Concentration6.3

Portfolio Stability24.9

Barnes Wealth Management Group, Inc

CIK 0002066194

Total reported value

$216.2M

195 stks

2026-06-30

Concentration6.9

Portfolio Stability21.0

Sector conviction60.9

Brendel Financial Advisors LLC

CIK 0001768065

Total reported value

$216.0M

101 stks

2026-06-30

Concentration8.1

Portfolio Stability35.0

Sector conviction44.9

Base Wealth Management LLC

CIK 0002083977

Total reported value

$215.0M

66 stks

2026-06-30

Concentration20.6

Portfolio Stability19.2

Sector conviction69.9

Bloom Tree Partners, LLC

CIK 0001567752

Total reported value

$214.7M

44 stks

2023-06-30

Stale — no recent filing

Concentration0.0

Bayshore Capital Advisors, LLC

CIK 0001598176

Total reported value

$214.2M

42 stks

2026-06-30

Concentration91.2

Portfolio Stability47.3

Broadway Wealth Solutions, Inc.

CIK 0002021265

Total reported value

$214.1M

92 stks

2026-06-30

Concentration38.7

Sector conviction70.5

Birchview Capital, LP

CIK 0001618205

Total reported value

$213.8M

73 stks

2026-06-30

Concentration34.0

Portfolio Stability51.8

Birchbrook, Inc.

CIK 0002071468

Total reported value

$213.1M

305 stks

2026-06-30

Concentration22.6

Portfolio Stability13.2

Sector conviction54.5

B Group, Inc.

CIK 0002043476

Total reported value

$213.0M

19 stks

2026-06-30

Concentration34.6

Portfolio Stability48.9

Blue Door Asset Management, LLC

CIK 0001909147

Total reported value

$212.3M

21 stks

2026-06-30

Concentration47.8

Portfolio Stability75.3

Banque de Luxembourg S.A.

CIK 0002055344

Total reported value

$212.0M

78 stks

2026-06-30

Concentration23.7

Sector conviction67.5

Bridge Advisory, LLC

CIK 0001847956

Total reported value

$210.2M

99 stks

2024-09-30

Stale — no recent filing

Concentration11.1

Sector conviction87.8

Beckerman Institutional, LLC

CIK 0002043468

Total reported value

$210.2M

124 stks

2026-06-30

Concentration10.1

Portfolio Stability13.3

Sector conviction83.1

Bradley & Co. Private Wealth Management, LLC

CIK 0001861678

Total reported value

$209.8M

272 stks

2026-06-30

Concentration20.3

Portfolio Stability13.6

Sector conviction62.5

Baron Financial Group, LLC

CIK 0001832093

Total reported value

$209.6M

56 stks

2026-06-30

Concentration19.7

Portfolio Stability13.6

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

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

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

Birch Capital Management, LLC

CIK 0001799859

Total reported value

$204.7M

79 stks

2026-06-30

Concentration16.0

Portfolio Stability19.7

Sector conviction63.0

Beacon Advisors Holdings, LLC

CIK 0002114314

Total reported value

$204.3M

37 stks

2026-06-30

Concentration18.4

Portfolio Stability9.4

Sector conviction0.0

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

Bucket List Wealth Management, LLC

CIK 0002133435

Total reported value

$203.0M

63 stks

2026-06-30

Concentration28.1

Sector conviction69.8

Breiter Capital Management Inc

CIK 0001105410

Total reported value

$202.3M

134 stks

2022-03-31

Stale — no recent filing

Concentration9.2

Sector conviction82.9

Brandywine Managers, LLC

CIK 0001135121

Total reported value

$202.2M

46 stks

2026-06-30

Concentration82.6

Portfolio Stability19.3

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

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

Battery Global Advisors, LLC

CIK 0001582272

Total reported value

$199.8M

157 stks

2026-06-30

Concentration55.1

Portfolio Stability16.4

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

Bullseye Asset Management LLC

CIK 0001513779

Total reported value

$196.7M

56 stks

2026-06-30

Concentration9.4

Portfolio Stability37.1

Sector conviction67.0

Bridge Generations Wealth Management LLC

CIK 0002056071

Total reported value

$196.2M

34 stks

2026-06-30

Concentration30.9

Portfolio Stability13.2

Bantamac Capital, LLC

CIK 0001794972

Total reported value

$195.3M

76 stks

2026-06-30

Concentration42.0

Portfolio Stability13.7

Sector conviction68.4

Birch Financial Group, LLC

CIK 0002083592

Total reported value

$194.5M

135 stks

2026-06-30

Concentration13.5

Portfolio Stability24.9

Sector conviction58.9

Ballew Advisors, Inc

CIK 0001729096

Total reported value

$193.5M

129 stks

2026-06-30

Concentration22.5

Portfolio Stability16.8

Sector conviction43.9

Berbice Capital Management LLC

CIK 0002051605

Total reported value

$193.2M

87 stks

2026-06-30

Concentration23.1

Portfolio Stability35.8

Brown Shipley& Co Ltd

CIK 0001912970

Total reported value

$193.1M

75 stks

2026-06-30

Sector conviction72.2

BayBridge Capital Group, LLC

CIK 0001898297

Total reported value

$191.9M

96 stks

2026-06-30

Concentration18.8

Sector conviction54.1

Bullfrog Capital GP, Ltd.

CIK 0001801182

Total reported value

$190.7M

3 stks

2023-09-30

Stale — no recent filing

Beto Financial Group, LLC

CIK 0002104828

Total reported value

$190.4M

154 stks

2026-06-30

Concentration9.7

Portfolio Stability27.9

Sector conviction57.4

Blue Oak Capital, LLC

CIK 0001307125

Total reported value

$190.3M

67 stks

2025-06-30

Stale — no recent filing

Concentration20.5

Bauman Advisory Group, LLC

CIK 0002111802

Total reported value

$188.9M

81 stks

2026-06-30

Concentration26.7

Portfolio Stability47.8

Sector conviction72.6

Bay Capital Advisors, LLC

CIK 0002055414

Total reported value

$186.5M

108 stks

2026-06-30

Concentration18.4

Portfolio Stability16.8

Sector conviction46.0

Brookmont Capital Management

CIK 0001512978

Total reported value

$186.4M

61 stks

2026-06-30

Concentration42.8

Portfolio Stability23.9

Sector conviction57.6

Byrne Asset Management LLC

CIK 0001911322

Total reported value

$185.1M

594 stks

2026-06-30

Concentration6.2

Portfolio Stability25.3

Sector conviction66.2

BXM Wealth LLC

CIK 0002052379

Total reported value

$183.8M

163 stks

2026-06-30

Concentration12.3

Portfolio Stability42.4

Sector conviction80.5

BCO Wealth Management LLC

CIK 0002054749

Total reported value

$183.4M

45 stks

2026-06-30

Concentration48.8

Bush Investment Group, LLC

CIK 0001966640

Total reported value

$183.0M

38 stks

2026-03-31

Concentration33.0

Sector conviction77.8

BNB Wealth Management, LLC

CIK 0002111175

Total reported value

$182.9M

94 stks

2026-06-30

Concentration11.8

Portfolio Stability34.5

Sector conviction83.2

Brewster Financial Planning LLC

CIK 0001898145

Total reported value

$182.1M

30 stks

2026-06-30

Concentration62.1

Baring Financial LLC

CIK 0002052588

Total reported value

$181.7M

89 stks

2026-06-30

Concentration14.1

Portfolio Stability13.9

Sector conviction60.6

Bridges Investment Counsel Inc/

CIK 0000945444

Total reported value

$181.3M

234 stks

2017-12-31

Stale — no recent filing

Concentration7.7

Portfolio Stability9.8

Sector conviction41.0

Braun-Bostich & Associates Inc.

CIK 0001740842

Total reported value

$179.1M

135 stks

2026-06-30

Concentration10.1

Portfolio Stability24.9

Sector conviction52.1

Biegel & Waller LLC

CIK 0001122470

Total reported value

$178.8M

74 stks

2019-09-30

Stale — no recent filing

Concentration22.7

Portfolio Stability18.3

Sector conviction61.9

Bullish

CIK 0001872195

Total reported value

$178.2M

3 stks

2026-06-30

Portfolio Stability17.1

Sector conviction0.0

Bulwark Capital Corp

CIK 0002075899

Total reported value

$177.7M

105 stks

2026-06-30

Concentration19.5

Portfolio Stability20.0

Blackston Financial Advisory Group, LLC

CIK 0001910984

Total reported value

$177.4M

106 stks

2026-06-30

Concentration20.6

Portfolio Stability19.8

Sector conviction73.2

Black Maple Capital Management LP

CIK 0001588959

Total reported value

$176.1M

94 stks

2026-06-30

Concentration33.4

Portfolio Stability47.0

Sector conviction80.2

BML Capital Management, LLC

CIK 0001616824

Total reported value

$175.7M

18 stks

2026-06-30

Concentration73.9

Portfolio Stability34.1

Buttonwood Financial Group, LLC

CIK 0001847661

Total reported value

$175.0M

33 stks

2026-06-30

Concentration36.0

Basepoint Wealth LLC

CIK 0002088236

Total reported value

$174.8M

632 stks

2026-06-30

Concentration17.8

Portfolio Stability32.9

Sector conviction43.0

Briggs Advisory Group, Inc.

CIK 0001906527

Total reported value

$174.7M

60 stks

2023-09-30

Stale — no recent filing

Concentration32.9

Sector conviction77.5

Boyar Asset Management Inc.

CIK 0001218254

Total reported value

$174.4M

77 stks

2026-06-30

Concentration14.9

Portfolio Stability20.5

Sector conviction54.9

Bennicas & Associates, Inc.

CIK 0001056821

Total reported value

$173.0M

99 stks

2022-12-31

Stale — no recent filing

Concentration13.7

Sector conviction71.7

Boston Mountain Money Management Inc

CIK 0002022846

Total reported value

$172.2M

64 stks

2024-09-30

Stale — no recent filing

Concentration26.6

Beacon Wealthcare, Inc

CIK 0001107576

Total reported value

$171.9M

10 stks

2020-12-31

Stale — no recent filing

Portfolio Stability9.4

Black Diamond Capital Management, L.l.c.

CIK 0001282197

Total reported value

$171.6M

13 stks

2025-06-30

Stale — no recent filing

Concentration61.0