Institutions Starting with &quot;B&quot; (871 funds)

BCU Wealth Advisors, LLC

CIK 0002003570

Total reported value

$268.2M

60 stks

2026-03-31

Concentration91.0

Portfolio Stability7.9

Sector conviction58.9

Buckhead Capital Management LLC

CIK 0001133999

Total reported value

$265.4M

148 stks

2026-03-31

Concentration6.7

Portfolio Stability23.0

Sector conviction44.9

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

Brown Financial Advisors

CIK 0002035548

Total reported value

$264.0M

209 stks

2026-03-31

Concentration5.6

Portfolio Stability25.6

Sector conviction38.6

BluePointe Capital Management, LLC

CIK 0002040935

Total reported value

$262.5M

128 stks

2025-03-31

Stale — no recent filing

Concentration11.4

BIP Alliance, LLC

CIK 0002056367

Total reported value

$260.4M

49 stks

2025-06-30

Stale — no recent filing

Concentration60.6

Sector conviction89.7

Bull Oak Capital, LLC

CIK 0001824263

Total reported value

$260.2M

38 stks

2026-03-31

Concentration54.7

Portfolio Stability8.7

Sector conviction79.9

Bayview Asset Management, LLC

CIK 0001767366

Total reported value

$259.9M

58 stks

2026-03-31

Concentration31.7

Portfolio Stability100.0

Barbara Oil Co.

CIK 0001599670

Total reported value

$259.5M

69 stks

2026-03-31

Concentration13.0

Portfolio Stability16.9

Sector conviction51.4

Bolton LP

CIK 0001591625

Total reported value

$259.4M

74 stks

2015-12-31

Stale — no recent filing

Concentration71.9

Portfolio Stability91.2

Bluestem Financial Advisors, LLC

CIK 0001820680

Total reported value

$258.9M

33 stks

2026-03-31

Concentration49.8

Portfolio Stability4.4

Beacon Financial Planning, INC

CIK 0001966066

Total reported value

$258.2M

76 stks

2026-03-31

Concentration22.4

Portfolio Stability26.0

Beach Point Capital Management LP

CIK 0001453885

Total reported value

$254.1M

11 stks

2026-03-31

Portfolio Stability100.0

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

Bayshore Asset Management, LLC

CIK 0001906790

Total reported value

$251.2M

40 stks

2026-03-31

Concentration41.8

Portfolio Stability5.4

Barrington Wilshire, LLC

CIK 0001503541

Total reported value

$251.1M

10 stks

2013-06-30

Stale — no recent filing

Boulder Wealth Advisors, LLC

CIK 0001874080

Total reported value

$250.9M

33 stks

2026-03-31

Concentration37.8

Portfolio Stability43.2

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

Bigelow Investment Advisors, LLC

CIK 0001729516

Total reported value

$249.8M

153 stks

2026-03-31

Concentration7.9

Portfolio Stability11.9

Sector conviction51.4

Bks Advisors, LLC

CIK 0001634865

Total reported value

$248.5M

209 stks

2019-03-31

Stale — no recent filing

Concentration5.0

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

Blacksheep Fund Management Ltd

CIK 0001800249

Total reported value

$247.2M

8 stks

2026-03-31

Concentration62.3

Portfolio Stability31.5

Sector conviction82.1

Bawa N Mallick Trust

CIK 0002040013

Total reported value

$244.2M

69 stks

2026-03-31

Concentration46.5

Portfolio Stability10.3

Burford Brothers, Inc.

CIK 0002001434

Total reported value

$243.9M

172 stks

2026-03-31

Concentration9.0

Portfolio Stability19.2

Sector conviction48.1

Baldrige Asset Management LLC

CIK 0001761742

Total reported value

$243.8M

467 stks

2023-03-31

Stale — no recent filing

Concentration11.1

Beta Wealth Group, Inc.

CIK 0001594417

Total reported value

$241.7M

117 stks

2026-03-31

Concentration11.6

Portfolio Stability25.8

Sector conviction57.4

Ballentine Capital Advisors, Inc

CIK 0002011580

Total reported value

$241.6M

27 stks

2026-03-31

Concentration49.4

Portfolio Stability3.2

Bay Rivers Group

CIK 0001798924

Total reported value

$240.0M

109 stks

2026-03-31

Concentration11.3

Portfolio Stability16.7

Boyum Wealth Architects LLC

CIK 0002068635

Total reported value

$239.3M

73 stks

2026-03-31

Concentration31.4

Portfolio Stability23.4

Sector conviction65.4

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

Birmingham Capital Management Co Inc/al

CIK 0000918504

Total reported value

$237.1M

89 stks

2026-03-31

Concentration14.8

Portfolio Stability15.2

Sector conviction76.7

Bayshore Capital Advisors, LLC

CIK 0001598176

Total reported value

$237.0M

41 stks

2026-03-31

Portfolio Stability29.9

Boyd Wealth Management, LLC

CIK 0001846114

Total reported value

$236.5M

48 stks

2026-03-31

Concentration34.6

Portfolio Stability20.9

Sector conviction64.9

Bach Option Ltd

CIK 0001667391

Total reported value

$236.3M

60 stks

2019-12-31

Stale — no recent filing

Concentration80.4

Portfolio Stability27.8

Bernard Wealth Management Corp.

CIK 0002056313

Total reported value

$234.4M

360 stks

2026-03-31

Concentration26.3

Portfolio Stability12.9

Sector conviction97.4

Builders Union Fund LP

CIK 0001772593

Total reported value

$233.4M

8 stks

2021-06-30

Stale — no recent filing

Concentration83.9

Burk Holdings LLC

CIK 0002079815

Total reported value

$233.3M

679 stks

2026-03-31

Concentration14.5

Portfolio Stability13.0

Sector conviction66.1

Brighton Securities CORP.

CIK 0000014213

Total reported value

$232.8M

50 stks

2026-06-30

Concentration59.2

Portfolio Stability12.9

Sector conviction43.7

Banyan Capital Management, INC.

CIK 0000846600

Total reported value

$232.1M

55 stks

2026-03-31

Concentration20.1

Portfolio Stability21.1

Sector conviction51.0

Baugh & Associates, LLC

CIK 0001730818

Total reported value

$231.5M

44 stks

2026-03-31

Concentration13.9

Portfolio Stability16.7

Sector conviction52.7

Brentview Investment Management LLC

CIK 0002052564

Total reported value

$231.3M

63 stks

2026-03-31

Concentration12.2

Portfolio Stability20.6

Sector conviction36.3

Burrus Financial Services, INC.

CIK 0001573947

Total reported value

$230.3M

11 stks

2026-06-30

Concentration81.5

Portfolio Stability5.8

Barnes Pettey Financial Advisors, LLC

CIK 0001908288

Total reported value

$229.4M

156 stks

2026-03-31

Concentration13.6

Portfolio Stability22.3

Sector conviction51.2

BlueChip Wealth Advisors LLC

CIK 0002015578

Total reported value

$227.8M

147 stks

2026-03-31

Concentration10.1

Sector conviction60.5

Brogan Financial, INC.

CIK 0001889918

Total reported value

$227.4M

56 stks

2026-03-31

Concentration76.0

Portfolio Stability4.6

Sector conviction60.4

BancFirst Trust & Investment Management

CIK 0001914099

Total reported value

$226.3M

57 stks

2026-03-31

Concentration98.2

Boit C F David

CIK 0001308331

Total reported value

$225.3M

119 stks

2026-03-31

Concentration12.3

Portfolio Stability13.0

Sector conviction49.0

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

Ballast Asset Management, LP

CIK 0001998389

Total reported value

$224.7M

52 stks

2026-03-31

Concentration8.7

Portfolio Stability21.1

Sector conviction55.4

Beaton Management Co. Inc.

CIK 0001714678

Total reported value

$224.6M

146 stks

2026-03-31

Concentration6.5

Portfolio Stability13.2

Sector conviction37.6

BankPlus Wealth Management LLC

CIK 0002051117

Total reported value

$222.2M

126 stks

2026-06-30

Concentration37.0

Portfolio Stability23.6

Sector conviction54.5

Beaumont Asset Management, L.L.C.

CIK 0001798756

Total reported value

$222.2M

76 stks

2026-03-31

Concentration38.0

Portfolio Stability22.8

Sector conviction58.9

Bravera Wealth

CIK 0002126773

Total reported value

$222.0M

410 stks

2026-03-31

Concentration21.4

Portfolio Stability16.0

Sector conviction66.8

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

Bontempo Ohly Capital Mgmt LLC

CIK 0001632118

Total reported value

$221.6M

34 stks

2026-03-31

Concentration52.4

Portfolio Stability35.3

Sector conviction45.8

Bandera Partners LLC

CIK 0001399386

Total reported value

$221.1M

17 stks

2026-03-31

Concentration39.8

Portfolio Stability32.7

Sector conviction86.3

Bright Financial Advisors, INC.

CIK 0002022456

Total reported value

$218.2M

67 stks

2026-03-31

Concentration26.6

Portfolio Stability7.0

Sector conviction72.2

Bluedoor Private Wealth, LLC

CIK 0002110994

Total reported value

$215.9M

147 stks

2026-03-31

Concentration7.8

Portfolio Stability12.6

Sector conviction48.5

Bloom Tree Partners, LLC

CIK 0001567752

Total reported value

$214.7M

44 stks

2023-06-30

Stale — no recent filing

Concentration0.0

Birchbrook, INC.

CIK 0002071468

Total reported value

$213.1M

305 stks

2026-06-30

Concentration22.6

Portfolio Stability13.2

Sector conviction54.5

Blue Square Asset Management, LLC

CIK 0001769578

Total reported value

$210.6M

70 stks

2026-03-31

Concentration14.5

Portfolio Stability23.5

Sector conviction71.4

Bridge Advisory, LLC

CIK 0001847956

Total reported value

$210.2M

99 stks

2024-09-30

Stale — no recent filing

Concentration11.1

Sector conviction87.8

Blue Sky Capital Consultants Group, Inc.

CIK 0002057054

Total reported value

$209.7M

76 stks

2026-03-31

Concentration16.1

Portfolio Stability24.2

Sector conviction73.3

Baron Financial Group, LLC

CIK 0001832093

Total reported value

$209.6M

56 stks

2026-06-30

Concentration19.7

Portfolio Stability13.6

Byrne Financial Freedom, LLC

CIK 0002063947

Total reported value

$209.0M

103 stks

2026-03-31

Concentration13.2

Portfolio Stability21.7

Sector conviction76.8

Bernzott Capital Advisors

CIK 0001260468

Total reported value

$208.7M

38 stks

2026-03-31

Concentration13.5

Portfolio Stability32.8

Beartown Capital Management, LLC

CIK 0001877162

Total reported value

$208.6M

42 stks

2026-03-31

Concentration30.9

Portfolio Stability67.2

BlackDiamond Wealth Management, LLC

CIK 0001903059

Total reported value

$208.1M

203 stks

2026-03-31

Concentration6.9

Portfolio Stability21.6

Sector conviction57.3

BDFS Capital LLC

CIK 0002112636

Total reported value

$207.8M

137 stks

2026-03-31

Concentration45.6

Portfolio Stability14.2

Sector conviction57.8

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

Birchcreek Wealth Management, LLC

CIK 0001840341

Total reported value

$207.7M

120 stks

2026-03-31

Concentration18.9

Portfolio Stability8.4

Sector conviction66.5

BCK Partners, Inc.

CIK 0001845867

Total reported value

$207.4M

28 stks

2026-06-30

Concentration67.6

Portfolio Stability11.4

Bank of Jackson Hole Trust

CIK 0002040900

Total reported value

$206.5M

519 stks

2026-03-31

Concentration7.2

Portfolio Stability12.1

Sector conviction46.7

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

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

Brendel Financial Advisors LLC

CIK 0001768065

Total reported value

$202.1M

95 stks

2026-03-31

Concentration8.3

Portfolio Stability60.0

Sector conviction40.2

Bull Street Advisors, LLC

CIK 0001790837

Total reported value

$201.9M

94 stks

2026-03-31

Concentration8.9

Portfolio Stability17.1

Sector conviction45.0

Brown Financial Advisory

CIK 0001843853

Total reported value

$201.6M

49 stks

2026-03-31

Concentration90.8

Portfolio Stability12.8

Sector conviction69.9

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

Bellevue Asset Management, LLC

CIK 0001801619

Total reported value

$199.8M

369 stks

2026-03-31

Concentration31.3

Portfolio Stability50.9

Brooks, Moore & Associates, INC.

CIK 0001767040

Total reported value

$199.4M

110 stks

2026-03-31

Concentration8.1

Portfolio Stability21.1

Sector conviction39.1

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

Brucke Financial, Inc.

CIK 0002058446

Total reported value

$197.1M

166 stks

2026-03-31

Concentration13.8

Portfolio Stability43.9

Sector conviction51.0

Barnes Wealth Management Group, Inc

CIK 0002066194

Total reported value

$197.1M

184 stks

2026-03-31

Concentration6.0

Portfolio Stability25.5

Sector conviction61.1

Birch Financial Group, LLC

CIK 0002083592

Total reported value

$194.5M

135 stks

2026-06-30

Concentration13.5

Portfolio Stability24.9

Sector conviction58.9

BostonPremier Wealth LLC

CIK 0002053783

Total reported value

$193.5M

70 stks

2026-03-31

Concentration49.8

Portfolio Stability6.3

Sector conviction98.2

Ballew Advisors, Inc

CIK 0001729096

Total reported value

$193.5M

129 stks

2026-06-30

Concentration22.5

Portfolio Stability16.8

Sector conviction43.9

Broadway Wealth Solutions, Inc.

CIK 0002021265

Total reported value

$193.4M

95 stks

2026-03-31

Concentration38.0

Portfolio Stability7.3

Sector conviction62.0

Banque de Luxembourg S.A.

CIK 0002055344

Total reported value

$193.3M

77 stks

2026-03-31

Concentration22.5

Portfolio Stability34.5

Sector conviction65.4

Birch Capital Management, LLC

CIK 0001799859

Total reported value

$190.8M

78 stks

2026-03-31

Concentration15.2

Portfolio Stability14.5

Sector conviction62.7

Bullfrog Capital GP, Ltd.

CIK 0001801182

Total reported value

$190.7M

3 stks

2023-09-30

Stale — no recent filing

Blue Oak Capital, LLC

CIK 0001307125

Total reported value

$190.3M

67 stks

2025-06-30

Stale — no recent filing

Concentration20.5

Beaconlight Capital, LLC

CIK 0001569537

Total reported value

$189.8M

34 stks

2026-03-31

Concentration24.6

Portfolio Stability67.8

Sector conviction58.8

Bradley & Co. Private Wealth Management, LLC

CIK 0001861678

Total reported value

$189.7M

266 stks

2026-03-31

Concentration20.0

Portfolio Stability12.9

Sector conviction62.5

Beckerman Institutional, LLC

CIK 0002043468

Total reported value

$188.2M

121 stks

2026-03-31

Concentration10.4

Portfolio Stability9.8

Boomfish Wealth Group, LLC

CIK 0002010786

Total reported value

$187.3M

87 stks

2026-03-31

Concentration7.8

Portfolio Stability23.3

Sector conviction58.2

Beacon Advisors Holdings, LLC

CIK 0002114314

Total reported value

$187.0M

37 stks

2026-03-31

Concentration18.7

Portfolio Stability8.6

Bay Capital Advisors, LLC

CIK 0002055414

Total reported value

$186.5M

108 stks

2026-06-30

Concentration18.4

Portfolio Stability16.8

Sector conviction46.0

Battery Global Advisors, LLC

CIK 0001582272

Total reported value

$186.2M

154 stks

2026-03-31

Concentration53.0

Portfolio Stability100.0

Bantamac Capital, LLC

CIK 0001794972

Total reported value

$186.1M

74 stks

2026-03-31

Concentration45.9

Portfolio Stability16.2

Sector conviction70.1

Byrne Asset Management LLC

CIK 0001911322

Total reported value

$185.1M

594 stks

2026-06-30

Concentration6.2

Portfolio Stability25.3

Sector conviction66.2

Babb Wealth Advisors LLC

CIK 0002047312

Total reported value

$182.9M

19 stks

2026-03-31

Concentration56.0

Portfolio Stability4.7

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

Ballast Rock Private Wealth LLC

CIK 0002106928

Total reported value

$180.8M

177 stks

2026-03-31

Concentration5.4

Portfolio Stability30.6

Black Maple Capital Management LP

CIK 0001588959

Total reported value

$179.5M

98 stks

2026-03-31

Concentration48.5

Portfolio Stability91.1

Sector conviction86.7

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

Bush Investment Group, LLC

CIK 0001966640

Total reported value

$178.7M

38 stks

2025-12-31

Stale — no recent filing

Concentration33.7

Portfolio Stability9.5

Sector conviction76.0

Base Wealth Management LLC

CIK 0002083977

Total reported value

$178.7M

60 stks

2026-03-31

Concentration23.7

Portfolio Stability23.6

Sector conviction56.1

Brookmont Capital Management

CIK 0001512978

Total reported value

$178.6M

59 stks

2026-03-31

Concentration41.2

Portfolio Stability23.3

Sector conviction54.6

Bulwark Capital Corp

CIK 0002075899

Total reported value

$177.7M

105 stks

2026-06-30

Concentration19.5

Portfolio Stability20.0

Boyar Asset Management INC.

CIK 0001218254

Total reported value

$175.7M

78 stks

2026-03-31

Concentration13.3

Sector conviction51.4

Birchview Capital, LP

CIK 0001618205

Total reported value

$175.7M

73 stks

2026-03-31

Concentration21.7

Portfolio Stability41.0

Bain Capital Venture Investors, LLC

CIK 0001309469

Total reported value

$175.0M

4 stks

2026-03-31

Portfolio Stability38.7

Braeburn Wealth Management LLC

CIK 0002111759

Total reported value

$175.0M

85 stks

2026-03-31

Concentration29.4

Portfolio Stability40.0

Sector conviction76.4

Basepoint Wealth LLC

CIK 0002088236

Total reported value

$174.8M

643 stks

2026-03-31

Concentration24.4

Portfolio Stability35.6

Sector conviction39.7

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

Bridge Generations Wealth Management LLC

CIK 0002056071

Total reported value

$174.4M

32 stks

2026-03-31

Concentration31.1

Portfolio Stability11.7

Breakout Capital Partners, LP

CIK 0001935243

Total reported value

$173.9M

8 stks

2026-03-31

Concentration55.6

Portfolio Stability47.6

Bennicas & Associates, INC.

CIK 0001056821

Total reported value

$173.0M

99 stks

2022-12-31

Stale — no recent filing

Concentration13.7

Sector conviction71.7

Bullseye Asset Management LLC

CIK 0001513779

Total reported value

$172.7M

60 stks

2026-03-31

Concentration9.3

Portfolio Stability37.3

Sector conviction65.6

Boston Mountain Money Management INC

CIK 0002022846

Total reported value

$172.2M

64 stks

2024-09-30

Stale — no recent filing

Concentration26.6

Benchmark Investment Advisors LLC

CIK 0001910971

Total reported value

$172.0M

76 stks

2026-03-31

Concentration17.0

Portfolio Stability34.9

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

Bannerman Wealth Management Group, LLC

CIK 0002058816

Total reported value

$171.4M

38 stks

2026-06-30

Concentration58.7

Portfolio Stability15.5

Beto Financial Group, LLC

CIK 0002104828

Total reported value

$170.9M

152 stks

2026-03-31

Concentration7.9

Portfolio Stability49.8

Sector conviction53.5

Brandywine Managers, LLC

CIK 0001135121

Total reported value

$169.9M

40 stks

2026-03-31

Portfolio Stability23.1

Binnacle Investments Inc

CIK 0002060308

Total reported value

$169.9M

1,513 stks

2025-09-30

Stale — no recent filing

Concentration21.0

Portfolio Stability21.9

Sector conviction56.6

Blue Investment Opportunities, LLC - Project Breeze Series 1

CIK 0002032685

Total reported value

$167.8M

1 stks

2025-12-31

Stale — no recent filing

Portfolio Stability0.9

Bankers Trust Co

CIK 0000811393

Total reported value

$166.8M

324 stks

2014-06-30

Stale — no recent filing

Concentration6.2

Portfolio Stability11.1

Sector conviction50.6

Brown Shipley& Co Ltd

CIK 0001912970

Total reported value

$166.5M

78 stks

2026-03-31

Concentration26.8

Portfolio Stability24.6

Sector conviction71.7

BCO Wealth Management LLC

CIK 0002054749

Total reported value

$166.5M

42 stks

2026-03-31

Concentration47.5

Portfolio Stability3.3

Sector conviction69.7

Bucket List Wealth Management, LLC

CIK 0002133435

Total reported value

$166.1M

57 stks

2026-03-31

Concentration25.2

Portfolio Stability49.5

Sector conviction60.7

Brewster Financial Planning LLC

CIK 0001898145

Total reported value

$165.3M

26 stks

2026-03-31

Concentration62.2

Portfolio Stability3.2

Buckland Partners Management Co LLC

CIK 0002074628

Total reported value

$164.9M

91 stks

2026-03-31

Concentration10.9

Portfolio Stability28.0

Sector conviction65.2

Bitterroot Capital Advisors LLC

CIK 0002110106

Total reported value

$164.7M

60 stks

2026-03-31

Concentration68.1

Portfolio Stability17.5

Sector conviction87.8

Better Money Decisions, LLC

CIK 0001858428

Total reported value

$164.6M

74 stks

2025-06-30

Stale — no recent filing

Concentration19.5

Sector conviction92.2

Bullseye Investment Management, LLC

CIK 0001912451

Total reported value

$164.3M

91 stks

2025-09-30

Stale — no recent filing

Concentration17.9

Sector conviction81.2

Basso Capital Management, L.p.

CIK 0001287978

Total reported value

$163.4M

137 stks

2026-03-31

Concentration31.9

Portfolio Stability20.3

Buttonwood Financial Group, LLC

CIK 0001847661

Total reported value

$162.5M

30 stks

2026-03-31

Concentration35.9

Portfolio Stability62.1

Bromfield Sneider Wealth Advisors

CIK 0001891795

Total reported value

$161.8M

104 stks

2024-03-31

Stale — no recent filing

Concentration39.8

Sector conviction46.0

BayBridge Capital Group, LLC

CIK 0001898297

Total reported value

$161.4M

95 stks

2026-03-31

Concentration17.6

Sector conviction51.2

Bickling Financial Services, Inc.

CIK 0001844895

Total reported value

$160.2M

119 stks

2022-12-31

Stale — no recent filing

Concentration24.0

Sector conviction47.5

Braun-Bostich & Associates Inc.

CIK 0001740842

Total reported value

$159.6M

126 stks

2026-03-31

Concentration9.1

Portfolio Stability27.4

Sector conviction47.4

Blackston Financial Advisory Group, LLC

CIK 0001910984

Total reported value

$159.5M

106 stks

2026-03-31

Concentration20.4

Portfolio Stability11.8

Sector conviction69.1