Institutions Starting with &quot;C&quot; (1251 funds)

Crown Oak Advisors, LLC

CIK 0002009273

Total reported value

$199.4M

23 stks

2026-03-31

Concentration36.3

Portfolio Stability15.8

Cape Ann Savings Bank

CIK 0000936938

Total reported value

$199.0M

121 stks

2026-03-31

Concentration14.7

Portfolio Stability11.8

Sector conviction56.2

Comprehensive Wealth Management, LLC

CIK 0001535202

Total reported value

$197.8M

39 stks

2026-03-31

Concentration35.4

Portfolio Stability74.7

Clarity Asset Management, Inc.

CIK 0001756759

Total reported value

$197.5M

290 stks

2026-03-31

Concentration15.4

Sector conviction49.5

Cross Staff Investments Inc

CIK 0001900406

Total reported value

$197.4M

128 stks

2026-03-31

Concentration17.9

Portfolio Stability27.8

Sector conviction66.3

Cunning Capital Partners, LP

CIK 0001571075

Total reported value

$196.5M

56 stks

2026-03-31

Concentration13.3

Portfolio Stability15.6

Sector conviction79.6

Cahill Wealth Management, LLC

CIK 0001927960

Total reported value

$196.5M

49 stks

2025-03-31

Stale — no recent filing

Concentration62.2

Cyrus Capital Partners, L.p.

CIK 0001166564

Total reported value

$196.2M

6 stks

2026-03-31

Portfolio Stability68.9

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

Continental Advisors LLC

CIK 0001277779

Total reported value

$195.9M

50 stks

2026-03-31

Concentration16.6

Portfolio Stability39.8

Cerity Partners Retirement Plan Advisors LLC

CIK 0002128338

Total reported value

$195.7M

31 stks

2026-03-31

Concentration74.0

Castleview Partners, LLC

CIK 0001737088

Total reported value

$195.1M

200 stks

2026-03-31

Concentration11.0

Portfolio Stability26.7

Sector conviction42.3

Crestview Partners III GP, L.P.

CIK 0001703027

Total reported value

$195.0M

2 stks

2026-03-31

Portfolio Stability4.3

Constitution Capital LLC

CIK 0001845531

Total reported value

$194.8M

62 stks

2026-06-30

Concentration18.8

Portfolio Stability26.8

Sector conviction47.4

Cassia Capital Partners, LLC

CIK 0001844897

Total reported value

$194.4M

67 stks

2026-03-31

Concentration19.3

Portfolio Stability15.0

Sector conviction47.9

Cassady Wealth & Retirement Planning, LLC

CIK 0002121075

Total reported value

$193.1M

101 stks

2026-03-31

Concentration9.7

Portfolio Stability25.1

Carson Advisory Inc.

CIK 0001909304

Total reported value

$192.9M

188 stks

2026-03-31

Concentration7.3

Portfolio Stability13.2

Sector conviction43.2

C V Starr & Co INC

CIK 0001340459

Total reported value

$191.8M

5 stks

2026-03-31

Portfolio Stability5.8

Corrado Advisors, LLC

CIK 0001482611

Total reported value

$191.7M

115 stks

2026-03-31

Concentration4.8

Portfolio Stability31.7

Sector conviction88.1

Cincinnati Casualty Co

CIK 0001279888

Total reported value

$191.5M

24 stks

2026-03-31

Concentration32.5

Portfolio Stability19.4

Sector conviction61.5

Coign Capital Advisors LLC

CIK 0002056441

Total reported value

$190.3M

80 stks

2026-03-31

Concentration15.9

Portfolio Stability5.2

Sector conviction53.6

Camarda Financial Advisors, LLC

CIK 0001536444

Total reported value

$190.0M

104 stks

2026-03-31

Concentration6.0

Portfolio Stability74.9

Sector conviction86.8

C-J Advisory, Inc.

CIK 0001773030

Total reported value

$188.8M

34 stks

2021-09-30

Stale — no recent filing

Concentration29.1

Caliber Wealth Management, LLC

CIK 0001800453

Total reported value

$188.0M

60 stks

2024-03-31

Stale — no recent filing

Concentration16.7

Sector conviction68.2

Clearfield Capital Management LP

CIK 0001643569

Total reported value

$187.9M

17 stks

2026-03-31

Concentration33.0

Portfolio Stability56.0

Sector conviction83.2

Chokshi & Queen Wealth Advisors, Inc

CIK 0002057199

Total reported value

$187.2M

64 stks

2026-03-31

Concentration48.6

Portfolio Stability11.3

Carroll Investors, Inc

CIK 0001911400

Total reported value

$187.1M

31 stks

2026-03-31

Concentration37.1

Portfolio Stability22.3

Cederberg Capital Ltd

CIK 0001861244

Total reported value

$186.3M

11 stks

2026-03-31

Concentration64.2

Portfolio Stability89.1

Capasso Planning Partners LLC

CIK 0001911938

Total reported value

$185.3M

73 stks

2026-03-31

Concentration26.9

Portfolio Stability12.0

Sector conviction97.9

CoreFirst Bank & Trust

CIK 0001845199

Total reported value

$184.9M

374 stks

2025-12-31

Stale — no recent filing

Concentration8.3

Portfolio Stability14.6

Sector conviction50.9

Catalyst Private Wealth, LLC

CIK 0001831193

Total reported value

$184.6M

76 stks

2026-03-31

Concentration24.4

Portfolio Stability24.6

Sector conviction89.3

Castlekeep Investment Advisors LLC

CIK 0001404780

Total reported value

$184.4M

66 stks

2026-03-31

Concentration15.6

Portfolio Stability28.6

Sector conviction77.0

Claris Financial LLC

CIK 0002060278

Total reported value

$182.8M

178 stks

2026-03-31

Concentration7.9

Portfolio Stability18.8

Sector conviction63.8

Cosner Financial Group, LLC

CIK 0001674627

Total reported value

$182.1M

34 stks

2026-03-31

Concentration30.4

Portfolio Stability8.5

Capital Financial Group Inc\co\ /adv

CIK 0001061555

Total reported value

$182.0M

106 stks

2026-03-31

Concentration11.7

Portfolio Stability9.4

Sector conviction40.7

Cladis Investment Advisory, LLC

CIK 0001911520

Total reported value

$181.7M

159 stks

2026-03-31

Concentration6.8

Portfolio Stability17.7

Sector conviction48.7

Clearwave Capital, LLC

CIK 0002111821

Total reported value

$181.4M

166 stks

2026-06-30

Concentration7.0

Portfolio Stability27.1

Sector conviction76.1

Clayton Financial Group LLC

CIK 0002011212

Total reported value

$180.9M

72 stks

2026-06-30

Concentration33.2

Portfolio Stability32.2

Sector conviction50.9

CrestPoint Capital Management, LLC

CIK 0001596461

Total reported value

$180.2M

184 stks

2017-12-31

Stale — no recent filing

Concentration4.0

Portfolio Stability39.2

Sector conviction47.7

Cox Capital Mgt LLC

CIK 0001748728

Total reported value

$179.7M

81 stks

2026-06-30

Concentration10.8

Portfolio Stability29.8

Sector conviction62.6

Conscious Wealth Investments, LLC

CIK 0002011014

Total reported value

$179.5M

58 stks

2026-03-31

Concentration11.3

Portfolio Stability39.1

Sector conviction79.9

Cobalt Capital Management, INC.

CIK 0001086762

Total reported value

$178.6M

24 stks

2026-03-31

Concentration36.1

Sector conviction92.4

Clear Perspectives Financial Planning, LLC

CIK 0001841174

Total reported value

$178.4M

197 stks

2023-03-31

Stale — no recent filing

Concentration22.6

Counterweight Ventures, LLC

CIK 0002012467

Total reported value

$178.2M

80 stks

2026-03-31

Concentration9.0

Portfolio Stability23.6

Sector conviction57.6

Clay Northam Wealth Management, LLC

CIK 0001915687

Total reported value

$178.1M

101 stks

2026-03-31

Concentration16.6

Portfolio Stability14.5

Sector conviction91.9

Cromwell Holdings LLC

CIK 0001894712

Total reported value

$177.8M

1,523 stks

2026-03-31

Concentration6.1

Portfolio Stability16.4

Sector conviction63.0

Cornerstone Wealth, LLC/TN

CIK 0002135644

Total reported value

$177.7M

96 stks

2026-03-31

Concentration13.7

Sector conviction82.9

CAP Partners, LLC

CIK 0002006870

Total reported value

$177.1M

146 stks

2026-03-31

Concentration8.3

Portfolio Stability12.6

Sector conviction92.1

Cetera Trust Company, N.A

CIK 0002005547

Total reported value

$176.9M

351 stks

2026-03-31

Concentration6.3

Portfolio Stability19.4

Sector conviction41.8

Cornerstone Wealth Partners, LLC

CIK 0002109292

Total reported value

$176.3M

19 stks

2026-03-31

Concentration57.9

Portfolio Stability20.1

Catamount Wealth Management

CIK 0001677443

Total reported value

$175.7M

192 stks

2019-03-31

Stale — no recent filing

Concentration26.3

Portfolio Stability21.4

Sector conviction74.8

Converium Capital Inc.

CIK 0002043653

Total reported value

$174.8M

36 stks

2026-03-31

Concentration37.5

Portfolio Stability54.6

Claybrook Capital, LLC

CIK 0001729848

Total reported value

$174.8M

138 stks

2023-09-30

Stale — no recent filing

Concentration8.9

Sector conviction37.5

CNO Financial Group, Inc.

CIK 0001224608

Total reported value

$174.4M

18 stks

2026-03-31

Concentration62.1

Portfolio Stability6.4

Councilmark Asset Management, LLC

CIK 0002022076

Total reported value

$174.3M

85 stks

2026-03-31

Concentration16.0

Portfolio Stability11.7

Sector conviction48.0

Coordinated Financial Services, Inc.

CIK 0002055532

Total reported value

$174.3M

176 stks

2026-03-31

Concentration8.7

Portfolio Stability15.0

Sector conviction44.7

Capital Today Evergreen Fund, L.P.

CIK 0001625502

Total reported value

$173.0M

3 stks

2026-03-31

Portfolio Stability23.2

Columbia River Financial Group, LLC

CIK 0002057074

Total reported value

$172.3M

58 stks

2026-03-31

Concentration20.8

Portfolio Stability7.7

Sector conviction55.6

Coastwise Capital Group, LLC

CIK 0001934500

Total reported value

$172.0M

143 stks

2026-06-30

Concentration10.2

Portfolio Stability38.2

Sector conviction57.8

Cribstone Capital Management, LLC

CIK 0001667163

Total reported value

$171.7M

415 stks

2022-12-31

Stale — no recent filing

Concentration7.4

Sector conviction54.3

Ciovacco Capital Management LLC

CIK 0001653012

Total reported value

$171.5M

28 stks

2026-03-31

Concentration79.6

Portfolio Stability24.8

Channing Global Advisors, LLC

CIK 0001901222

Total reported value

$171.1M

47 stks

2026-03-31

Concentration35.1

Portfolio Stability46.7

Sector conviction84.3

Cathy Pareto & Associates, INC

CIK 0002045974

Total reported value

$170.6M

102 stks

2026-06-30

Concentration12.5

Portfolio Stability22.6

Cyr Financial Inc.

CIK 0002010666

Total reported value

$169.9M

58 stks

2026-03-31

Concentration21.9

Portfolio Stability8.3

Sector conviction53.5

Chatterton & Associates Inc.

CIK 0002102688

Total reported value

$169.9M

101 stks

2026-06-30

Concentration11.9

Portfolio Stability36.6

Coppell Advisory Solutions LLC

CIK 0001848433

Total reported value

$169.8M

41 stks

2026-03-31

Sector conviction78.4

Coombe, Bender & Co LLC

CIK 0001812902

Total reported value

$169.8M

75 stks

2024-06-30

Stale — no recent filing

Concentration13.1

Sector conviction43.0

Cascade Investment Advisors, Inc.

CIK 0001681490

Total reported value

$168.9M

116 stks

2026-03-31

Concentration4.9

Portfolio Stability18.8

Sector conviction44.1

Cigogne Management SA

CIK 0002047346

Total reported value

$168.6M

86 stks

2024-12-31

Stale — no recent filing

Concentration10.3

Sector conviction97.2

Cibelli Mario

CIK 0001171692

Total reported value

$168.5M

24 stks

2013-09-30

Stale — no recent filing

Concentration36.8

Portfolio Stability70.3

Crystal Rock Capital Management

CIK 0001510668

Total reported value

$168.4M

32 stks

2026-03-31

Concentration21.3

Portfolio Stability24.0

Sector conviction52.9

Code Waechter LLC

CIK 0002039212

Total reported value

$168.3M

118 stks

2026-03-31

Concentration15.0

Portfolio Stability14.9

Sector conviction35.8

Catalina Capital Group, LLC

CIK 0002018090

Total reported value

$167.9M

176 stks

2026-03-31

Concentration11.2

Portfolio Stability16.8

Sector conviction71.7

City National Bank Of Florida /msd

CIK 0000709447

Total reported value

$167.7M

136 stks

2026-03-31

Concentration31.1

Portfolio Stability34.8

Sector conviction44.9

Certus Wealth Management, LLC

CIK 0001989526

Total reported value

$167.1M

58 stks

2025-09-30

Stale — no recent filing

Concentration16.6

Portfolio Stability36.3

Caitlin John, LLC

CIK 0002010947

Total reported value

$166.7M

1,196 stks

2026-03-31

Concentration11.9

Portfolio Stability39.4

Sector conviction45.4

Copley Financial Group, Inc.

CIK 0002045258

Total reported value

$165.7M

134 stks

2026-03-31

Concentration18.1

Portfolio Stability23.7

Sector conviction40.5

Charter Oak Advisors LP

CIK 0002022905

Total reported value

$165.0M

13 stks

2026-03-31

Concentration54.4

Portfolio Stability69.4

Sector conviction70.1

Capital & Planning, LLC

CIK 0002053750

Total reported value

$164.8M

172 stks

2026-03-31

Concentration24.8

Sector conviction53.2

Cannon Advisors, Inc.

CIK 0001805370

Total reported value

$164.4M

93 stks

2026-06-30

Concentration10.5

Portfolio Stability84.6

Sector conviction50.4

Clutterbuck Capital Management LLC

CIK 0001517638

Total reported value

$164.1M

5 stks

2026-03-31

Portfolio Stability46.9

Chico Wealth RIA

CIK 0001926037

Total reported value

$163.7M

37 stks

2026-03-31

Portfolio Stability9.2

Cannell Capital LLC

CIK 0001058854

Total reported value

$162.9M

41 stks

2026-03-31

Concentration16.4

Portfolio Stability75.2

Capstone Wealth Management Group LLC

CIK 0002059649

Total reported value

$162.5M

123 stks

2026-03-31

Concentration8.9

Portfolio Stability14.7

Sector conviction69.8

CT Financial Advisors LLC

CIK 0001640485

Total reported value

$162.2M

655 stks

2017-03-31

Stale — no recent filing

Concentration4.5

Portfolio Stability12.8

Sector conviction48.2

Collaborative Fund Advisors, LLC

CIK 0002132074

Total reported value

$161.9M

160 stks

2026-03-31

Concentration4.6

Sector conviction62.7

Carter Financial Group, INC.

CIK 0001919749

Total reported value

$161.7M

126 stks

2026-03-31

Concentration14.2

Portfolio Stability12.6

Sector conviction81.4

Coastline Complete Wealth LLC

CIK 0002112134

Total reported value

$161.4M

55 stks

2026-03-31

Concentration21.7

Portfolio Stability50.5

Sector conviction62.0

Corepath Wealth Partners LLC

CIK 0001845838

Total reported value

$160.3M

46 stks

2026-06-30

Concentration50.5

Portfolio Stability10.3

CBM Financial, LLC

CIK 0002055702

Total reported value

$160.2M

16 stks

2026-03-31

Concentration59.2

Portfolio Stability8.6

Cornerstone Select Advisors, LLC

CIK 0002055366

Total reported value

$159.7M

124 stks

2026-03-31

Concentration7.0

Portfolio Stability23.6

Sector conviction69.3

Criterion Capital Advisors, LLC

CIK 0001765884

Total reported value

$158.9M

348 stks

2024-12-31

Stale — no recent filing

Concentration15.9

Sector conviction47.5

Christian Investment Advisors, Inc.

CIK 0002055071

Total reported value

$158.2M

12 stks

2026-03-31

Concentration54.0

Portfolio Stability50.1

Corsicana & Co.

CIK 0001869923

Total reported value

$157.9M

276 stks

2026-03-31

Concentration10.4

Portfolio Stability20.4

Sector conviction41.1

Clearview Wealth Advisors LLC

CIK 0001840306

Total reported value

$157.8M

103 stks

2025-12-31

Stale — no recent filing

Concentration13.6

Portfolio Stability10.0

Sector conviction58.7

CDC Financial, Inc.

CIK 0002077836

Total reported value

$157.2M

49 stks

2026-03-31

Concentration21.2

Portfolio Stability62.1

Certior Financial Group, LLC

CIK 0002055620

Total reported value

$157.0M

130 stks

2026-03-31

Concentration13.0

Portfolio Stability35.5

Sector conviction83.1

Columbia Advisory Partners LLC

CIK 0001808179

Total reported value

$156.7M

92 stks

2026-03-31

Concentration20.6

Portfolio Stability47.3

Sector conviction68.0

Christine Messmer Pc

CIK 0002097609

Total reported value

$156.4M

80 stks

2026-03-31

Concentration21.3

Portfolio Stability16.1

Sector conviction68.0

Compass Planning Associates Inc

CIK 0002046823

Total reported value

$156.4M

30 stks

2026-03-31

Concentration48.5

Portfolio Stability11.9

Cornerstone Financial Group, LLC /NE/

CIK 0002056783

Total reported value

$155.8M

73 stks

2026-03-31

Concentration14.9

Portfolio Stability9.7

Sector conviction96.0

Cultivar Capital, INC.

CIK 0001989476

Total reported value

$155.3M

40 stks

2026-06-30

Concentration53.5

Portfolio Stability11.0

Sector conviction90.5

Capstone Capital LLC

CIK 0001993327

Total reported value

$155.3M

22 stks

2026-03-31

Portfolio Stability2.0

Carlsbad Wealth Advisory Group, Inc.

CIK 0001987600

Total reported value

$155.1M

45 stks

2023-06-30

Stale — no recent filing

Concentration0.0

CYBER HORNET ETFs LLC

CIK 0001818014

Total reported value

$154.9M

507 stks

2026-03-31

Concentration7.8

Portfolio Stability17.7

Sector conviction51.3

Collar Capital Management, LLC

CIK 0002056719

Total reported value

$154.5M

72 stks

2026-03-31

Concentration8.3

Portfolio Stability30.6

Sector conviction43.9

Cedar Point Capital Partners, LLC

CIK 0001954337

Total reported value

$154.0M

71 stks

2026-03-31

Concentration16.1

Portfolio Stability39.5

Sector conviction60.6

Creegan & Nassoura Financial Group, LLC

CIK 0001631054

Total reported value

$154.0M

78 stks

2025-12-31

Stale — no recent filing

Concentration9.1

Portfolio Stability12.2

Sector conviction49.2

Cravens & Co Advisors, LLC

CIK 0001966116

Total reported value

$153.9M

64 stks

2026-03-31

Concentration19.9

Portfolio Stability12.7

Sector conviction42.9

Climber Capital SA

CIK 0002011229

Total reported value

$152.6M

69 stks

2026-03-31

Concentration14.6

Portfolio Stability23.3

Sector conviction56.6

Comprehensive Money Management Services LLC

CIK 0002058921

Total reported value

$152.4M

193 stks

2026-03-31

Concentration3.6

Portfolio Stability12.0

Sector conviction74.0

Cascade Investment Group, INC.

CIK 0000919447

Total reported value

$151.9M

147 stks

2026-03-31

Concentration13.8

Portfolio Stability18.6

Sector conviction44.1

Crew Capital Management, Ltd

CIK 0001835669

Total reported value

$150.8M

109 stks

2026-03-31

Concentration11.5

Portfolio Stability13.0

Sector conviction60.6

Crown Advisors Management, INC.

CIK 0001733248

Total reported value

$150.7M

40 stks

2026-03-31

Concentration18.2

Portfolio Stability45.7

Sector conviction58.8

Charter Research & Investment Group, INC.

CIK 0001666624

Total reported value

$150.1M

86 stks

2026-03-31

Concentration14.2

Portfolio Stability12.7

Sector conviction42.7

Community Bank of Raymore

CIK 0001599923

Total reported value

$149.3M

123 stks

2026-03-31

Concentration14.7

Portfolio Stability11.0

Sector conviction59.0

Clark Wealth Partners

CIK 0002107657

Total reported value

$148.9M

604 stks

2026-03-31

Concentration26.4

Portfolio Stability20.0

Sector conviction44.8

CogentBlue Wealth Advisors, LLC

CIK 0002054047

Total reported value

$148.7M

78 stks

2026-03-31

Concentration23.0

Portfolio Stability9.7

Carbonado Capital

CIK 0001641865

Total reported value

$148.7M

10 stks

2018-12-31

Stale — no recent filing

Concentration43.6

Portfolio Stability85.1

Camelot Technology Advisors, INC.

CIK 0002021818

Total reported value

$148.7M

61 stks

2026-06-30

Concentration33.9

Portfolio Stability20.1

Sector conviction96.1

Clark & Stuart, Inc

CIK 0002048750

Total reported value

$148.4M

49 stks

2026-03-31

Concentration17.6

Portfolio Stability11.9

Sector conviction50.3

Cannon Wealth Management Services, LLC

CIK 0002043725

Total reported value

$147.8M

85 stks

2026-03-31

Concentration13.7

Portfolio Stability9.9

Sector conviction46.1

Cleary Gull Holdings Inc.

CIK 0001649776

Total reported value

$147.6M

116 stks

2016-03-31

Stale — no recent filing

Concentration62.4

Portfolio Stability53.8

Sector conviction56.2

Campion Asset Management

CIK 0001843492

Total reported value

$147.4M

82 stks

2026-03-31

Concentration19.3

Portfolio Stability8.8

Sector conviction47.5

Crocodile Capital Partners GmbH

CIK 0001956498

Total reported value

$147.0M

12 stks

2026-06-30

Portfolio Stability19.8

Custos Family Office, LLC

CIK 0001904423

Total reported value

$146.5M

60 stks

2025-12-31

Stale — no recent filing

Concentration31.0

Portfolio Stability21.5

Sector conviction75.5

Cygnus Capital Advisors, LLC

CIK 0002114319

Total reported value

$146.3M

113 stks

2026-03-31

Concentration34.8

Portfolio Stability71.5

Sector conviction65.8

Copia Wealth Management

CIK 0002058771

Total reported value

$145.5M

532 stks

2026-03-31

Concentration7.7

Portfolio Stability32.0

Sector conviction50.6

Crestwood Capital Management, L.P.

CIK 0001468395

Total reported value

$145.5M

15 stks

2026-03-31

Concentration38.0

Portfolio Stability34.2

Sector conviction88.0

Constant Guidance Financial LLC

CIK 0001995383

Total reported value

$144.6M

42 stks

2026-03-31

Concentration53.9

Portfolio Stability84.0

Comprehensive Financial Planning, Inc./PA

CIK 0002044855

Total reported value

$144.4M

387 stks

2026-03-31

Concentration8.1

Portfolio Stability19.9

Covestor Ltd

CIK 0001909846

Total reported value

$144.3M

2,927 stks

2026-03-31

Concentration1.6

Portfolio Stability60.4

Sector conviction40.6

Capital Market Strategies LLC

CIK 0001810158

Total reported value

$143.8M

139 stks

2025-06-30

Stale — no recent filing

Concentration14.7

Capstone Wealth Management, LLC

CIK 0002019411

Total reported value

$143.4M

50 stks

2026-03-31

Concentration28.4

Portfolio Stability7.7

Sector conviction80.0

Copos Capital S.a r.l.

CIK 0002111344

Total reported value

$143.2M

55 stks

2025-12-31

Stale — no recent filing

Concentration66.1

Sector conviction87.5

Cooper Capital Advisors LLC

CIK 0001957878

Total reported value

$142.9M

35 stks

2026-03-31

Concentration26.7

Portfolio Stability32.5

Sector conviction75.0

Cottonwood Capital Advisors, LLC

CIK 0001903321

Total reported value

$141.8M

86 stks

2026-03-31

Concentration13.2

Portfolio Stability12.8

Sector conviction47.5

Capital One Financial CORP

CIK 0000927628

Total reported value

$141.4M

91 stks

2022-03-31

Stale — no recent filing

Concentration12.2

Sector conviction69.0

Clearview Wealth Management LLC

CIK 0001857588

Total reported value

$141.4M

60 stks

2026-03-31

Concentration31.6

Chancellor Financial Group WB LP

CIK 0002059742

Total reported value

$141.3M

140 stks

2026-03-31

Concentration15.2

Portfolio Stability16.0

Sector conviction54.8

Crcm LP

CIK 0001483234

Total reported value

$141.2M

16 stks

2026-03-31

CFC Planning Co LLC

CIK 0001854428

Total reported value

$140.1M

72 stks

2026-03-31

Concentration12.9

Portfolio Stability27.1

Sector conviction72.1

Chapman Financial Group, LLC

CIK 0002056577

Total reported value

$139.8M

315 stks

2026-03-31

Concentration6.6

Portfolio Stability16.0

Sector conviction44.5

Coordinating Investment Fiduciary of Raytheon Master Pension Trust

CIK 0001512998

Total reported value

$139.6M

4 stks

2019-03-31

Stale — no recent filing

Portfolio Stability76.3

Chartist INC /ca/

CIK 0001129770

Total reported value

$139.2M

20 stks

2026-03-31

Portfolio Stability6.3

Center for Wealth Management Advisory

CIK 0002121390

Total reported value

$138.9M

62 stks

2026-03-31

Concentration25.4

Portfolio Stability22.6

Sector conviction51.8

Chesapeake Capital CORP /il/

CIK 0001093908

Total reported value

$138.7M

156 stks

2026-03-31

Concentration4.4

Portfolio Stability52.5

Sector conviction51.5

Cogent Private Wealth, Inc.

CIK 0002078392

Total reported value

$138.5M

98 stks

2026-03-31

Concentration11.2

Portfolio Stability19.8

Sector conviction74.9

Cordasco Financial Network

CIK 0001594061

Total reported value

$138.1M

604 stks

2022-06-30

Stale — no recent filing

Concentration48.0

Sector conviction56.7