Institutions Starting with &quot;M&quot; (824 funds)

Mendel Money Management

CIK 0001600585

Total reported value

$239.0M

137 stks

2026-03-31

Concentration5.8

Portfolio Stability17.4

Sector conviction53.2

Myecfo, LLC

CIK 0001986457

Total reported value

$239.0M

66 stks

2026-03-31

Concentration41.9

Portfolio Stability6.1

Sector conviction83.2

Mechanics Financial Corp

CIK 0001821336

Total reported value

$238.7M

232 stks

2026-03-31

Concentration11.1

Portfolio Stability22.2

Sector conviction47.7

Mayfield XIII Management (UGP), Ltd., a Cayman Islands Exempted Co.

CIK 0001573274

Total reported value

$238.7M

2 stks

2022-03-31

Stale — no recent filing

Mine & Arao Wealth Creation & Management, LLC.

CIK 0001802994

Total reported value

$238.3M

75 stks

2026-03-31

Concentration33.9

Portfolio Stability9.1

Sector conviction81.1

Millington Financial Advisors, LLC

CIK 0001924615

Total reported value

$237.4M

119 stks

2026-03-31

Concentration10.4

Portfolio Stability12.2

Sector conviction48.7

Menta Capital LLC

CIK 0001374701

Total reported value

$235.7M

470 stks

2019-06-30

Stale — no recent filing

Concentration1.3

Sector conviction98.1

Montpelier Re Holdings Ltd

CIK 0001165880

Total reported value

$234.5M

4 stks

2015-03-31

Stale — no recent filing

Portfolio Stability26.5

Midwest Financial Group LLC

CIK 0001967193

Total reported value

$234.5M

126 stks

2026-03-31

Concentration9.4

Portfolio Stability10.5

Matisse Capital

CIK 0001668256

Total reported value

$234.4M

190 stks

2026-03-31

Concentration5.7

Portfolio Stability27.4

Sector conviction59.4

Massachusetts Wealth Management

CIK 0001966011

Total reported value

$230.7M

98 stks

2026-03-31

Concentration7.2

Portfolio Stability20.8

Sector conviction45.3

Meros Investment Management, LP

CIK 0001911372

Total reported value

$230.7M

52 stks

2026-03-31

Concentration12.9

Portfolio Stability28.4

Midas Management CORP

CIK 0000065957

Total reported value

$230.5M

161 stks

2019-06-30

Stale — no recent filing

Concentration5.0

Portfolio Stability23.9

Sector conviction61.7

Mccarter Private Wealth Services LLC

CIK 0002036922

Total reported value

$230.0M

284 stks

2026-03-31

Concentration6.5

Portfolio Stability21.3

Sector conviction39.8

Moneywise, INC.

CIK 0001703080

Total reported value

$229.0M

82 stks

2026-03-31

Concentration13.4

Portfolio Stability50.5

My Personal CFO, LLC

CIK 0001916366

Total reported value

$228.4M

88 stks

2026-03-31

Concentration19.5

Maripau Wealth Management LLC

CIK 0001890698

Total reported value

$227.5M

166 stks

2026-03-31

Concentration10.6

Portfolio Stability14.9

Sector conviction75.9

MOKAN Wealth Management Inc.

CIK 0002053727

Total reported value

$225.9M

109 stks

2026-03-31

Concentration10.3

Portfolio Stability42.5

Sector conviction44.7

MKA Charitable Fund

CIK 0002010351

Total reported value

$224.1M

1 stks

2026-03-31

Portfolio Stability11.6

Mainsail Asset Management, LLC

CIK 0002016972

Total reported value

$222.8M

112 stks

2026-03-31

Concentration36.4

Portfolio Stability14.7

Sector conviction64.7

Meritas Wealth Management, LLC

CIK 0001990690

Total reported value

$221.2M

60 stks

2026-03-31

Concentration29.6

Portfolio Stability11.3

Mosley Wealth Management

CIK 0002011849

Total reported value

$220.9M

466 stks

2026-03-31

Concentration8.4

Portfolio Stability7.0

Sector conviction82.3

Morgan Dempsey Capital Management LLC

CIK 0001050463

Total reported value

$219.8M

148 stks

2026-03-31

Concentration10.8

Portfolio Stability15.1

Sector conviction35.5

MOR Wealth Management, LLC

CIK 0002092389

Total reported value

$218.0M

103 stks

2026-03-31

Concentration21.6

Portfolio Stability14.0

Sector conviction98.7

M1 Capital Management LLC

CIK 0001976157

Total reported value

$217.0M

111 stks

2026-03-31

Concentration13.3

Portfolio Stability28.5

Sector conviction88.7

Mader & Shannon Wealth Management, Inc.

CIK 0001535862

Total reported value

$216.1M

20 stks

2026-03-31

Concentration35.7

Portfolio Stability50.0

Sector conviction63.0

Murphy, Middleton, Hinkle & Parker, Inc.

CIK 0001730521

Total reported value

$215.8M

133 stks

2026-03-31

Concentration7.3

Sector conviction36.5

Marshall & Sullivan INC /wa/

CIK 0000820123

Total reported value

$215.7M

43 stks

2025-09-30

Stale — no recent filing

Concentration17.8

Portfolio Stability18.6

Sector conviction55.6

Midwest Capital Advisors, LLC

CIK 0002026480

Total reported value

$214.0M

199 stks

2026-03-31

Concentration27.0

Portfolio Stability40.1

Sector conviction84.8

Mtm Financial Group, LLC

CIK 0002132054

Total reported value

$213.0M

89 stks

2026-03-31

Concentration21.1

Portfolio Stability4.5

Sector conviction75.2

Moreno Evelyn V

CIK 0001598011

Total reported value

$211.9M

140 stks

2023-12-31

Stale — no recent filing

Concentration8.9

Sector conviction47.0

MTC Wealth Management LLC

CIK 0001821455

Total reported value

$210.5M

13 stks

2026-03-31

Concentration46.5

Portfolio Stability19.5

Mariner Wealth Advisors-NYC, LLC

CIK 0001642112

Total reported value

$209.3M

773 stks

2015-03-31

Stale — no recent filing

Concentration27.0

Sector conviction83.2

Marshall Investment Management, LLC

CIK 0002022427

Total reported value

$208.5M

274 stks

2026-03-31

Concentration11.8

Portfolio Stability40.6

Sector conviction57.9

Moser Wealth Advisors, LLC

CIK 0001803081

Total reported value

$208.3M

200 stks

2025-06-30

Stale — no recent filing

Concentration15.5

Sector conviction76.2

Miller Capital Partners, Inc.

CIK 0002111377

Total reported value

$208.1M

262 stks

2026-03-31

Concentration10.7

Portfolio Stability13.4

Sector conviction62.3

Ma Investment Partnership, LP

CIK 0001536336

Total reported value

$208.0M

10 stks

2026-03-31

Concentration66.0

Portfolio Stability85.3

Matrix Private Capital Group LLC

CIK 0001906866

Total reported value

$207.4M

141 stks

2026-03-31

Concentration16.9

Portfolio Stability12.8

Sector conviction55.3

Melia Wealth LLC

CIK 0001964047

Total reported value

$206.6M

22 stks

2026-03-31

Concentration27.3

Portfolio Stability8.2

MN Wealth Advisors, LLC

CIK 0001992972

Total reported value

$205.5M

124 stks

2026-03-31

Concentration16.1

Portfolio Stability24.6

Sector conviction70.1

Martin Worley Group

CIK 0002049542

Total reported value

$204.4M

91 stks

2025-06-30

Stale — no recent filing

Concentration13.3

Sector conviction87.0

Marmo Financial Group, LLC

CIK 0001964829

Total reported value

$201.9M

38 stks

2026-03-31

Concentration34.5

Portfolio Stability6.3

Mountaineer Partners Management, LLC

CIK 0001730532

Total reported value

$201.3M

32 stks

2026-03-31

Concentration32.1

Portfolio Stability27.0

Marathon Mission, Inc.

CIK 0001987261

Total reported value

$200.3M

57 stks

2026-06-30

Concentration33.1

Portfolio Stability25.1

Main Line Retirement Advisors, LLC

CIK 0001809416

Total reported value

$200.3M

48 stks

2026-03-31

Concentration28.7

Portfolio Stability5.3

Sector conviction99.2

Mendel Capital Management LLC

CIK 0001911384

Total reported value

$198.9M

102 stks

2026-03-31

Concentration15.7

Portfolio Stability15.4

Sector conviction53.3

Mirabaud Asset Management (France) SAS

CIK 0002033031

Total reported value

$195.8M

13 stks

2026-03-31

Concentration38.0

Sector conviction78.7

Mission Hills Financial Advisory, LLC

CIK 0002043220

Total reported value

$195.3M

54 stks

2026-03-31

Concentration21.5

Portfolio Stability7.8

MACRO Consulting Group

CIK 0001762388

Total reported value

$194.2M

102 stks

2021-06-30

Stale — no recent filing

Concentration0.0

Portfolio Stability97.6

Sector conviction47.3

Mitsubishi UFJ Asset Management (UK) Ltd.

CIK 0001694895

Total reported value

$193.5M

96 stks

2026-03-31

Concentration9.8

Portfolio Stability48.4

Sector conviction62.4

McClarren Financial Advisors, Inc.

CIK 0001842974

Total reported value

$193.5M

85 stks

2026-06-30

Concentration19.4

Portfolio Stability14.8

Sector conviction90.9

McCarthy Asset Management, Inc.

CIK 0001843169

Total reported value

$191.6M

27 stks

2025-12-31

Stale — no recent filing

Concentration35.5

Portfolio Stability57.3

Sector conviction79.7

Magnolia Wealth Management, LLC

CIK 0001908732

Total reported value

$191.0M

17 stks

2026-06-30

Concentration94.6

Portfolio Stability16.8

Sector conviction92.4

Mill Road Capital Management LLC

CIK 0001512275

Total reported value

$190.8M

25 stks

2026-03-31

Concentration42.5

Portfolio Stability29.0

Mayfield Select Management (UGP), Ltd.

CIK 0001708788

Total reported value

$189.7M

2 stks

2022-03-31

Stale — no recent filing

Mark Sheptoff Financial Planning, LLC

CIK 0001607355

Total reported value

$188.9M

510 stks

2026-03-31

Concentration14.5

Portfolio Stability29.4

Sector conviction58.5

Mpwm Advisory Solutions, LLC

CIK 0002056693

Total reported value

$188.8M

577 stks

2026-03-31

Concentration19.6

Portfolio Stability25.7

Sector conviction66.0

Midwest Financial Partners Investments, Inc.

CIK 0001968851

Total reported value

$188.6M

76 stks

2026-03-31

Concentration20.7

Portfolio Stability13.1

McAlister, Sweet & Associates, Inc.

CIK 0001774087

Total reported value

$187.1M

41 stks

2026-06-30

Concentration54.5

Portfolio Stability25.1

Sector conviction94.8

Mercer Capital Advisers, Inc.

CIK 0001631185

Total reported value

$186.9M

149 stks

2021-09-30

Stale — no recent filing

Concentration17.0

Sector conviction59.2

Marshwinds Advisory Co

CIK 0001281011

Total reported value

$186.8M

124 stks

2018-12-31

Stale — no recent filing

Concentration6.4

Portfolio Stability17.1

Sector conviction65.7

Merrion Investment Management Co, LLC

CIK 0001383782

Total reported value

$186.1M

109 stks

2026-03-31

Concentration10.8

Portfolio Stability22.1

Sector conviction51.8

Meixler Investment Management, Ltd.

CIK 0001911615

Total reported value

$186.0M

93 stks

2026-03-31

Concentration14.3

Portfolio Stability24.0

Sector conviction62.3

Menlo Advisors LLC

CIK 0001279708

Total reported value

$185.6M

29 stks

2025-06-30

Stale — no recent filing

Concentration25.3

Sector conviction65.9

MRWM Advisors, LLC

CIK 0001732949

Total reported value

$184.4M

74 stks

2026-03-31

Concentration20.6

Portfolio Stability21.3

Sector conviction68.9

Mullaney, Keating & Wright, Inc.

CIK 0002135840

Total reported value

$184.1M

68 stks

2026-03-31

Concentration45.3

Portfolio Stability7.2

Monashee Investment Management LLC

CIK 0001627608

Total reported value

$183.8M

45 stks

2026-03-31

Concentration16.8

Sector conviction83.9

Motiv8 Investments LLC

CIK 0002024873

Total reported value

$183.4M

1,068 stks

2025-12-31

Stale — no recent filing

Concentration6.8

Portfolio Stability47.2

Sector conviction61.8

Meridian Financial Advisors, LLC

CIK 0002032629

Total reported value

$183.0M

141 stks

2026-03-31

Concentration9.6

Portfolio Stability9.0

Sector conviction67.1

McDonough Capital Management, Inc

CIK 0001912128

Total reported value

$182.9M

50 stks

2026-03-31

Concentration28.2

Portfolio Stability14.7

Sector conviction64.0

MWA Asset Management

CIK 0001903058

Total reported value

$182.6M

126 stks

2026-03-31

Concentration7.5

Portfolio Stability15.3

Sector conviction60.6

Meriwether Wealth & Planning, LLC

CIK 0002055554

Total reported value

$182.6M

126 stks

2026-03-31

Concentration17.7

Portfolio Stability21.9

Sector conviction40.2

Members Wealth LLC

CIK 0002059574

Total reported value

$182.4M

120 stks

2026-06-30

Concentration17.4

Portfolio Stability13.6

Sector conviction64.4

Montage Investments, LLC

CIK 0001483238

Total reported value

$182.2M

247 stks

2016-09-30

Stale — no recent filing

Concentration5.4

Portfolio Stability58.2

Sector conviction50.0

MB Generational Wealth, LLC

CIK 0002009056

Total reported value

$180.8M

66 stks

2026-03-31

Concentration23.5

Portfolio Stability13.5

My Portfolio Guide, LLC

CIK 0002132204

Total reported value

$180.8M

166 stks

2026-03-31

Concentration29.3

Sector conviction88.7

Monument Group Wealth Advisors, LLC

CIK 0001965665

Total reported value

$180.2M

43 stks

2026-03-31

Concentration96.7

Portfolio Stability6.1

McBroom & Associates, LLC

CIK 0001908893

Total reported value

$179.5M

36 stks

2026-03-31

Concentration18.9

Portfolio Stability19.6

Sector conviction84.4

Mink Brook Asset Management LLC

CIK 0002052205

Total reported value

$179.2M

54 stks

2026-03-31

Concentration25.5

Portfolio Stability28.6

Mountain Hill Investment Partners Corp.

CIK 0002055557

Total reported value

$176.5M

195 stks

2026-06-30

Concentration18.7

Portfolio Stability44.4

Sector conviction66.0

Mcintyre Freedman & Flynn Investment Advisers INC

CIK 0001015877

Total reported value

$176.4M

81 stks

2026-03-31

Concentration12.0

Portfolio Stability19.6

Sector conviction70.7

Momentous Wealth Management, Inc.

CIK 0002055574

Total reported value

$175.0M

41 stks

2026-03-31

Concentration53.1

Portfolio Stability5.0

Sector conviction68.4

Mudrick Capital Management, L.P.

CIK 0001655183

Total reported value

$174.4M

3 stks

2026-03-31

Portfolio Stability72.5

Melfa Wealth Management, INC.

CIK 0001962465

Total reported value

$174.2M

195 stks

2026-03-31

Concentration7.4

Portfolio Stability13.8

Sector conviction63.0

Mrj Capital INC

CIK 0001160099

Total reported value

$173.2M

51 stks

2021-12-31

Stale — no recent filing

Concentration12.7

Sector conviction53.8

Marest Capital, LLC

CIK 0002010315

Total reported value

$172.9M

29 stks

2026-03-31

Portfolio Stability14.9

Sector conviction84.4

MAC Alpha Capital Management, LP

CIK 0002111003

Total reported value

$171.4M

21 stks

2026-03-31

Concentration25.6

Portfolio Stability23.5

Sector conviction64.8

Milestone Asset Management Group, LLC

CIK 0002063452

Total reported value

$171.0M

126 stks

2026-03-31

Concentration7.7

Portfolio Stability10.0

Sector conviction73.0

Madrid Financial Services

CIK 0002135336

Total reported value

$169.4M

26 stks

2026-03-31

Concentration28.7

McHugh Group, LLC

CIK 0002052657

Total reported value

$169.0M

82 stks

2026-03-31

Concentration22.5

Portfolio Stability12.6

Marshall & Sterling Wealth Advisors Inc.

CIK 0002056315

Total reported value

$168.9M

339 stks

2026-06-30

Concentration11.2

Portfolio Stability25.2

Sector conviction59.2

Meadowbrook Advisors Group, LLC

CIK 0002119283

Total reported value

$168.3M

136 stks

2026-03-31

Concentration7.8

Sector conviction60.1

Montaka Global Pty Ltd

CIK 0002104890

Total reported value

$167.3M

21 stks

2026-03-31

Concentration27.2

Portfolio Stability49.3

Sector conviction71.2

Mustard Seed Financial, LLC

CIK 0002011321

Total reported value

$166.9M

92 stks

2026-03-31

Concentration15.8

Portfolio Stability10.6

Sector conviction70.3

Millstone Evans Group, LLC

CIK 0002041943

Total reported value

$166.6M

856 stks

2026-03-31

Concentration8.8

Sector conviction85.1

Marin Bay Wealth Advisors, LLC

CIK 0002109834

Total reported value

$166.3M

127 stks

2026-03-31

Concentration16.6

Portfolio Stability22.3

Sector conviction49.2

Mithaq Capital SPC

CIK 0001834600

Total reported value

$165.9M

4 stks

2026-03-31

Portfolio Stability17.0

Moon Capital Management LP

CIK 0001387303

Total reported value

$165.6M

13 stks

2026-03-31

Portfolio Stability21.6

Midwest Wealth Management Inc.

CIK 0001844894

Total reported value

$164.8M

102 stks

2022-03-31

Stale — no recent filing

Concentration5.5

Sector conviction72.2

Millennium Capital Advisors, LLC

CIK 0002097025

Total reported value

$162.5M

133 stks

2026-03-31

Concentration15.7

Portfolio Stability15.0

Sector conviction61.8

M3 Advisory Group, LLC

CIK 0002014826

Total reported value

$162.2M

149 stks

2026-03-31

Concentration10.9

Portfolio Stability10.4

Sector conviction67.0

Manuka Financial, LLC

CIK 0002049064

Total reported value

$161.9M

56 stks

2026-03-31

Concentration40.1

Portfolio Stability5.5

Mendota Financial Group, LLC

CIK 0001964538

Total reported value

$161.4M

33 stks

2026-06-30

Concentration27.2

Portfolio Stability22.0

Mittelman Wealth Management

CIK 0002021464

Total reported value

$160.4M

52 stks

2026-03-31

Concentration25.7

Portfolio Stability15.6

Sector conviction76.4

Martin Capital Advisors, LLP

CIK 0001904126

Total reported value

$158.3M

73 stks

2026-03-31

Concentration27.9

Portfolio Stability12.6

Sector conviction92.7

Mcguire Capital Advisors INC

CIK 0002112006

Total reported value

$156.2M

868 stks

2026-03-31

Concentration20.2

Portfolio Stability37.5

Sector conviction74.3

McQueen, Ball & Associates Inc.

CIK 0001663138

Total reported value

$155.7M

113 stks

2018-12-31

Stale — no recent filing

Concentration8.8

Portfolio Stability20.3

Sector conviction47.7

Minerva Advisors LLC

CIK 0001541536

Total reported value

$154.9M

92 stks

2026-03-31

Concentration20.5

Portfolio Stability15.5

Mountain Lake Investment Management LLC

CIK 0001308555

Total reported value

$154.8M

29 stks

2026-03-31

Concentration25.1

Portfolio Stability46.0

Sector conviction99.0

Meadow Creek Wealth Advisors LLC

CIK 0001801107

Total reported value

$154.5M

135 stks

2026-03-31

Concentration12.7

Portfolio Stability18.5

Sector conviction51.5

Millbank Dartmoor Portsmouth LLC

CIK 0002098560

Total reported value

$153.7M

2 stks

2026-03-31

Portfolio Stability32.9

McGinn Penninger Investment Management, Inc.

CIK 0001845031

Total reported value

$153.0M

34 stks

2026-03-31

Concentration18.1

Portfolio Stability19.6

Sector conviction42.4

Mosaic Financial Partners, Inc.

CIK 0001513122

Total reported value

$152.4M

49 stks

2018-06-30

Stale — no recent filing

Concentration20.0

Portfolio Stability42.1

Moulton Wealth Management, INC

CIK 0001792510

Total reported value

$152.1M

66 stks

2026-06-30

Concentration20.4

Portfolio Stability85.7

Morgan Creek Capital Management, LLC

CIK 0001623781

Total reported value

$151.4M

9 stks

2026-03-31

Portfolio Stability83.4

MJT & Associates Financial Advisory Group, Inc.

CIK 0002065777

Total reported value

$151.2M

465 stks

2026-06-30

Concentration43.9

Portfolio Stability11.7

Sector conviction45.5

Merkkuri Wealth Advisors LLC

CIK 0002040317

Total reported value

$151.1M

399 stks

2026-03-31

Concentration12.2

Portfolio Stability18.4

Sector conviction56.4

MFA Wealth Services

CIK 0001989379

Total reported value

$151.0M

123 stks

2026-03-31

Concentration10.2

Portfolio Stability12.4

Sector conviction54.9

M.e. Allison & Co., INC.

CIK 0001619532

Total reported value

$150.9M

193 stks

2026-03-31

Concentration5.1

Portfolio Stability15.8

Sector conviction42.7

Matterhorn Capital Management, LLC

CIK 0001568049

Total reported value

$150.6M

54 stks

2016-09-30

Stale — no recent filing

Concentration13.6

Portfolio Stability10.9

Sector conviction57.7

Madryn Select Opportunities, LP

CIK 0001889283

Total reported value

$150.1M

4 stks

2021-12-31

Stale — no recent filing

Magnolia Private Wealth, LLC

CIK 0002055130

Total reported value

$150.1M

134 stks

2026-03-31

Concentration10.5

Portfolio Stability21.9

Sector conviction81.6

Mainstream Capital Management LLC

CIK 0002043084

Total reported value

$149.1M

88 stks

2026-03-31

Concentration15.6

Portfolio Stability15.3

Sector conviction59.7

McAlvany Wealth Management LLC

CIK 0002123857

Total reported value

$148.5M

41 stks

2026-03-31

Concentration15.8

Portfolio Stability40.6

McKinley Alaska Private Investment, LLC

CIK 0001987047

Total reported value

$148.3M

1 stks

2024-03-31

Stale — no recent filing

MQS Management LLC

CIK 0001759395

Total reported value

$148.0M

366 stks

2026-03-31

Concentration1.4

Sector conviction39.1

Madson Wealth Advisors Inc

CIK 0002129795

Total reported value

$147.1M

97 stks

2026-06-30

Concentration13.2

Portfolio Stability27.5

Sector conviction85.4

MontVue Capital Management, Inc.

CIK 0002008758

Total reported value

$146.7M

67 stks

2026-03-31

Concentration32.6

Portfolio Stability6.4

Sector conviction59.6

Midwest Financial Network, LLC

CIK 0002137280

Total reported value

$146.4M

105 stks

2026-06-30

Concentration9.3

MidAtlantic Capital Management, Inc.

CIK 0002042068

Total reported value

$145.0M

84 stks

2026-03-31

Concentration13.4

Portfolio Stability12.6

Magnolia Capital Management LTD

CIK 0001802361

Total reported value

$144.9M

75 stks

2026-06-30

Concentration28.9

Sector conviction80.3

Macroview Investment Management LLC

CIK 0001551727

Total reported value

$144.0M

99 stks

2026-03-31

Concentration10.2

Portfolio Stability12.4

Sector conviction68.2

Mustico Financial Group, INC.

CIK 0002034361

Total reported value

$143.1M

46 stks

2026-03-31

Concentration39.9

Portfolio Stability14.9

Menard Financial Group LLC

CIK 0001803156

Total reported value

$143.1M

82 stks

2026-03-31

Concentration23.7

Portfolio Stability22.7

Sector conviction74.9

Mount Vernon Associates INC /md/

CIK 0000799003

Total reported value

$141.5M

60 stks

2026-03-31

Concentration17.8

Portfolio Stability15.8

Sector conviction58.6

Maytree Asset Management Ltd

CIK 0001869683

Total reported value

$141.5M

20 stks

2026-03-31

Concentration40.1

Meritech Capital Associates V L.L.C.

CIK 0001613048

Total reported value

$141.2M

2 stks

2026-03-31

Portfolio Stability24.0

Mosaic Financial Group, LLC

CIK 0002011050

Total reported value

$140.9M

126 stks

2026-03-31

Concentration14.3

Portfolio Stability13.2

Sector conviction44.5

Mork Capital Management, LLC

CIK 0001626494

Total reported value

$140.9M

103 stks

2026-03-31

Concentration5.0

Portfolio Stability36.7

Sector conviction40.6

Morey & Quinn Wealth Partners, LLC

CIK 0002055521

Total reported value

$140.6M

136 stks

2026-03-31

Concentration9.9

Portfolio Stability10.5

Sector conviction62.3

Mascagni Wealth Management, Inc.

CIK 0002063074

Total reported value

$140.4M

127 stks

2026-03-31

Concentration7.8

Portfolio Stability19.4

Madison Park Capital Advisors, LLC

CIK 0001993022

Total reported value

$140.3M

65 stks

2026-06-30

Concentration16.1

Portfolio Stability14.6

Mallini Complete Financial Planning LLC

CIK 0002049540

Total reported value

$140.2M

70 stks

2026-06-30

Concentration72.5

Portfolio Stability65.0

Sector conviction55.5

Marque Millennium Capital Management Lcc

CIK 0001056519

Total reported value

$140.2M

75 stks

2015-09-30

Stale — no recent filing

Concentration7.6

Portfolio Stability43.3

Sector conviction69.3

Marathon Strategic Advisors, LLC

CIK 0002021711

Total reported value

$139.0M

52 stks

2026-03-31

Concentration24.4

Portfolio Stability9.8

Sector conviction90.0

Michels Family Financial, LLC

CIK 0002053733

Total reported value

$138.6M

139 stks

2026-03-31

Concentration7.2

Portfolio Stability10.4

Sector conviction52.4

Mobius Capital Management, LLC

CIK 0001688237

Total reported value

$137.5M

25 stks

2018-09-30

Stale — no recent filing

Concentration27.6

Madrona Funds, LLC

CIK 0001663871

Total reported value

$136.1M

58 stks

2019-09-30

Stale — no recent filing

Concentration15.3

Sector conviction86.6

Muirfield Wealth Advisors LLC

CIK 0002014898

Total reported value

$135.9M

80 stks

2026-03-31

Concentration15.4

Portfolio Stability11.2

Sector conviction89.6