Institutions Starting with &quot;P&quot; (818 funds)

Peddock Capital Advisors, LLC

CIK 0001597843

Total reported value

$453.5M

166 stks

2026-03-31

Concentration14.3

Portfolio Stability13.8

Sector conviction61.1

Paradigm Financial Advisors, LLC

CIK 0001597691

Total reported value

$452.7M

227 stks

2021-12-31

Stale — no recent filing

Concentration8.3

Sector conviction84.4

Petix & Botte Co

CIK 0001803255

Total reported value

$448.8M

272 stks

2026-03-31

Concentration12.8

Portfolio Stability9.4

Sector conviction74.7

Post Oak Energy Holdings, LLC

CIK 0001911838

Total reported value

$448.8M

1 stks

2026-03-31

Portfolio Stability41.2

Plimoth Trust Co LLC

CIK 0001623678

Total reported value

$447.4M

327 stks

2026-03-31

Concentration7.4

Portfolio Stability12.8

Sector conviction55.3

Peavine Capital, LLC

CIK 0001594540

Total reported value

$446.1M

9 stks

2026-03-31

Portfolio Stability6.1

Prentice Wealth Management LLC

CIK 0001864229

Total reported value

$443.2M

117 stks

2026-03-31

Concentration21.5

Portfolio Stability25.8

Sector conviction53.8

Performa Ltd (US), LLC

CIK 0001650303

Total reported value

$442.0M

47 stks

2026-03-31

Concentration57.8

Portfolio Stability18.7

Prosperity Planning, Inc.

CIK 0001843292

Total reported value

$436.3M

117 stks

2026-06-30

Concentration15.3

Portfolio Stability11.1

Sector conviction96.8

Park Edge Advisors, LLC

CIK 0001965659

Total reported value

$433.9M

141 stks

2026-03-31

Concentration58.0

Portfolio Stability32.4

Sector conviction46.0

Pinpoint Asset Management (Singapore) Pte. Ltd.

CIK 0002080247

Total reported value

$432.6M

150 stks

2026-03-31

Concentration26.7

Portfolio Stability76.8

Sector conviction72.5

PKS Advisory Services, LLC

CIK 0001605401

Total reported value

$430.2M

228 stks

2026-03-31

Concentration12.1

Portfolio Stability13.2

Sector conviction59.2

Panview Asian Equity Master Fund

CIK 0001797217

Total reported value

$429.7M

12 stks

2024-09-30

Stale — no recent filing

Concentration74.8

Sector conviction91.4

Pinion Investment Advisors, LLC

CIK 0001738738

Total reported value

$428.3M

181 stks

2026-03-31

Concentration21.1

Portfolio Stability22.9

Sector conviction48.7

Paulson Wealth Management Inc.

CIK 0001731878

Total reported value

$426.7M

137 stks

2026-03-31

Concentration25.9

Portfolio Stability10.5

Sector conviction89.7

Paradigm Asset Management Co LLC

CIK 0001034549

Total reported value

$426.5M

424 stks

2026-03-31

Concentration2.2

Portfolio Stability16.0

Sector conviction40.7

Plan Group Financial, LLC

CIK 0001940033

Total reported value

$426.3M

232 stks

2026-03-31

Concentration5.3

Portfolio Stability27.6

Sector conviction38.9

PM CAPITAL Ltd

CIK 0001630363

Total reported value

$425.8M

9 stks

2023-09-30

Stale — no recent filing

Concentration60.6

Private Asset Management INC

CIK 0001026200

Total reported value

$425.8M

118 stks

2023-09-30

Stale — no recent filing

Concentration12.3

Sector conviction49.3

Polus Capital Management Ltd

CIK 0001890538

Total reported value

$420.3M

6 stks

2024-09-30

Stale — no recent filing

Parisi Gray Wealth Management

CIK 0001716659

Total reported value

$419.8M

137 stks

2026-03-31

Concentration12.6

Portfolio Stability17.8

Sector conviction73.0

Praesidium Investment Management Company, LLC

CIK 0001320769

Total reported value

$418.5M

12 stks

2026-03-31

Concentration39.5

Portfolio Stability37.1

PSI Advisors, LLC

CIK 0001779040

Total reported value

$417.5M

305 stks

2026-03-31

Concentration18.2

Sector conviction53.6

Pioneer Wealth Management Group

CIK 0001973339

Total reported value

$413.9M

55 stks

2026-06-30

Concentration42.3

Portfolio Stability16.0

Pioneer Trust Bank N A/or

CIK 0001006435

Total reported value

$412.1M

134 stks

2026-03-31

Concentration13.0

Portfolio Stability14.6

Sector conviction53.3

Palumbo Wealth Management LLC

CIK 0001846310

Total reported value

$409.8M

221 stks

2026-03-31

Concentration9.4

Portfolio Stability22.4

Sector conviction47.8

Parkwoods Wealth Partners, LLC

CIK 0002042772

Total reported value

$407.9M

115 stks

2026-03-31

Concentration26.7

Sector conviction47.9

Perbak Capital Partners LLP

CIK 0001968437

Total reported value

$406.4M

294 stks

2026-03-31

Concentration17.6

Sector conviction51.4

Peterson Wealth Services

CIK 0001906799

Total reported value

$404.7M

215 stks

2026-03-31

Concentration10.3

Portfolio Stability21.8

Sector conviction61.2

Pier 88 Investment Partners LLC

CIK 0001697366

Total reported value

$401.8M

112 stks

2026-03-31

Concentration13.9

Portfolio Stability34.4

Sector conviction52.3

PW Nova Financial Services LLC

CIK 0002127408

Total reported value

$398.7M

193 stks

2026-03-31

Concentration6.8

Portfolio Stability43.6

Sector conviction57.4

Planning Project LLC

CIK 0002052480

Total reported value

$398.0M

144 stks

2025-12-31

Stale — no recent filing

Concentration83.3

Platinum Investment Management LTD

CIK 0001256071

Total reported value

$396.8M

89 stks

2026-03-31

Concentration12.1

Portfolio Stability32.8

Sector conviction55.0

PCG Wealth Advisors, LLC

CIK 0001905393

Total reported value

$395.5M

164 stks

2026-03-31

Concentration7.5

Portfolio Stability38.8

Sector conviction97.5

Passport Capital, LLC

CIK 0001352428

Total reported value

$394.4M

4 stks

2019-12-31

Stale — no recent filing

Pacific Center for Financial Services

CIK 0001698222

Total reported value

$394.3M

513 stks

2026-03-31

Concentration27.6

Portfolio Stability21.4

Sector conviction50.6

Peak Financial Management, Inc.

CIK 0001669662

Total reported value

$393.9M

100 stks

2026-03-31

Concentration17.1

Portfolio Stability7.2

Prostatis Group LLC

CIK 0001649186

Total reported value

$390.7M

167 stks

2026-03-31

Concentration16.4

Portfolio Stability21.9

Sector conviction50.5

Patriot Financial Partners GP II, L.P.

CIK 0002061817

Total reported value

$388.3M

12 stks

2026-03-31

Concentration43.9

Portfolio Stability28.8

Polunin Capital Partners Ltd

CIK 0001629869

Total reported value

$385.4M

16 stks

2026-03-31

Concentration57.6

Portfolio Stability66.5

Pinnbrook Capital Management LP

CIK 0001856103

Total reported value

$383.9M

45 stks

2026-03-31

Concentration36.1

Sector conviction76.7

Private Wealth Management Group, LLC

CIK 0002011342

Total reported value

$380.8M

1,442 stks

2026-03-31

Concentration17.7

Portfolio Stability7.5

Progressive Investment Management Corp

CIK 0001353318

Total reported value

$378.7M

58 stks

2026-03-31

Concentration20.0

Portfolio Stability27.8

Sector conviction84.6

PHH Investments, Ltd.

CIK 0001537276

Total reported value

$378.4M

81 stks

2019-12-31

Stale — no recent filing

Concentration26.5

Portfolio Stability8.0

Sector conviction47.6

Platform Wealth Management, LLC

CIK 0002110622

Total reported value

$376.1M

82 stks

2025-12-31

Stale — no recent filing

Concentration25.5

Sector conviction75.9

Prism Advisors, Inc.

CIK 0001717027

Total reported value

$374.6M

75 stks

2026-03-31

Concentration15.8

Portfolio Stability12.3

Penobscot Wealth Management

CIK 0001875768

Total reported value

$373.9M

117 stks

2026-06-30

Concentration29.7

Portfolio Stability16.2

Sector conviction84.9

Platte River Wealth Advisors, LLC

CIK 0001802013

Total reported value

$372.8M

94 stks

2024-09-30

Stale — no recent filing

Concentration20.8

Sector conviction69.3

Promethos Capital, LLC

CIK 0001908619

Total reported value

$372.1M

46 stks

2026-03-31

Concentration16.0

Portfolio Stability19.6

Sector conviction72.4

Peregrine Asset Advisers, Inc.

CIK 0001535227

Total reported value

$371.3M

189 stks

2026-03-31

Concentration6.7

Portfolio Stability45.9

Sector conviction42.4

Prevatt Capital Ltd

CIK 0002009520

Total reported value

$371.1M

11 stks

2026-03-31

Concentration46.9

Portfolio Stability36.3

Paragon Advisors, LLC

CIK 0001799719

Total reported value

$370.8M

76 stks

2026-03-31

Concentration22.5

Portfolio Stability29.6

Prasad Wealth Partners, LLC

CIK 0002048885

Total reported value

$367.4M

146 stks

2026-03-31

Concentration10.6

Portfolio Stability10.9

Sector conviction64.5

Princeton Capital Management LLC

CIK 0001167026

Total reported value

$366.6M

139 stks

2026-03-31

Concentration23.7

Portfolio Stability17.6

Sector conviction83.7

Physicians Financial Services, INC.

CIK 0001665518

Total reported value

$365.2M

104 stks

2026-03-31

Concentration17.5

Portfolio Stability13.8

Sector conviction52.9

Pinnacle Financial Group, LLC / IL

CIK 0001905962

Total reported value

$364.8M

111 stks

2026-03-31

Concentration14.8

Portfolio Stability10.6

Sector conviction60.4

Paragon Wealth Strategies, LLC

CIK 0001680638

Total reported value

$363.3M

40 stks

2023-12-31

Stale — no recent filing

Concentration36.6

Pennant Investors, LP

CIK 0001759176

Total reported value

$361.0M

17 stks

2026-03-31

Concentration31.1

Portfolio Stability34.7

Sector conviction57.9

Peak Planning Group, LLC

CIK 0002097384

Total reported value

$360.8M

120 stks

2026-03-31

Concentration19.8

Portfolio Stability13.0

Sector conviction89.5

PYA Waltman Capital, LLC

CIK 0001800135

Total reported value

$360.7M

67 stks

2026-03-31

Concentration19.1

Portfolio Stability21.7

Sector conviction48.5

Proathlete Wealth Management LLC

CIK 0002012065

Total reported value

$360.5M

368 stks

2026-03-31

Concentration48.1

Portfolio Stability6.3

Sector conviction57.2

Price Wealth, LLC

CIK 0001534691

Total reported value

$357.2M

447 stks

2020-09-30

Stale — no recent filing

Concentration21.9

Portfolio Stability14.3

Private Wealth Advisors, LLC

CIK 0001787027

Total reported value

$355.6M

95 stks

2026-03-31

Concentration15.6

Portfolio Stability40.6

Sector conviction65.7

Pathway Financial Advisers, LLC

CIK 0002024152

Total reported value

$353.6M

164 stks

2026-03-31

Concentration4.9

Portfolio Stability18.1

Sector conviction51.0

PCJ Investment Counsel Ltd.

CIK 0001426318

Total reported value

$352.1M

59 stks

2026-03-31

Concentration11.8

Portfolio Stability75.0

Sector conviction60.7

Precocity Capital LP

CIK 0001671811

Total reported value

$351.7M

41 stks

2018-12-31

Stale — no recent filing

Concentration13.3

PhiloSmith Capital Corp

CIK 0001942361

Total reported value

$350.6M

58 stks

2026-03-31

Concentration28.1

Portfolio Stability5.4

Ping Capital Management, INC.

CIK 0001804352

Total reported value

$350.3M

83 stks

2026-03-31

Concentration28.3

Portfolio Stability47.0

PKO BP BANKOWY Universal Pension Society JSC

CIK 0002055875

Total reported value

$349.9M

13 stks

2026-06-30

Portfolio Stability50.9

Pineridge Advisors LLC

CIK 0002012421

Total reported value

$349.8M

460 stks

2025-09-30

Stale — no recent filing

Concentration57.9

Portfolio Stability46.7

Sector conviction88.2

Pennsylvania Capital Management INC /adv

CIK 0001004140

Total reported value

$349.5M

112 stks

2026-03-31

Concentration18.5

Portfolio Stability10.7

Planned Solutions, Inc.

CIK 0001831332

Total reported value

$348.9M

155 stks

2026-06-30

Concentration19.1

Portfolio Stability17.8

Sector conviction60.8

Prairiewood Capital, LLC

CIK 0001839695

Total reported value

$345.8M

77 stks

2026-03-31

Concentration33.1

Portfolio Stability11.0

Sector conviction81.0

Philadelphia Financial Management of San Francisco, LLC

CIK 0001351407

Total reported value

$345.5M

43 stks

2026-03-31

Concentration13.6

Presidio Capital Management, LLC

CIK 0001931750

Total reported value

$344.3M

79 stks

2026-03-31

Concentration33.8

Portfolio Stability8.3

Puzo Michael J

CIK 0001053914

Total reported value

$343.4M

379 stks

2026-03-31

Concentration12.8

Portfolio Stability15.4

Sector conviction54.3

Palo Alto Wealth Advisors, LLC

CIK 0001964382

Total reported value

$343.3M

64 stks

2025-09-30

Stale — no recent filing

Concentration63.7

Portfolio Stability35.5

PFW Advisors LLC

CIK 0001989744

Total reported value

$343.0M

124 stks

2026-06-30

Concentration18.1

Portfolio Stability14.6

Sector conviction48.0

Pineno Levin & Ford Asset Management, Inc.

CIK 0001390205

Total reported value

$340.0M

119 stks

2021-12-31

Stale — no recent filing

Concentration8.8

Sector conviction52.0

Pinnacle Bancorp, Inc.

CIK 0001703383

Total reported value

$338.8M

885 stks

2026-03-31

Concentration6.2

Portfolio Stability9.6

Sector conviction47.5

Passive Capital Management, LLC.

CIK 0001958250

Total reported value

$334.9M

104 stks

2026-03-31

Concentration26.9

Portfolio Stability8.2

Sector conviction47.6

Private Client Services, LLC

CIK 0001457005

Total reported value

$334.5M

208 stks

2026-03-31

Concentration10.2

Portfolio Stability24.9

Sector conviction55.3

PARUS FINANCE (UK) Ltd

CIK 0001611519

Total reported value

$334.5M

37 stks

2026-03-31

Concentration27.9

Sector conviction81.8

Pine Harbor Wealth Management, LLC

CIK 0002016051

Total reported value

$334.3M

102 stks

2026-03-31

Concentration25.9

Portfolio Stability10.8

Sector conviction76.7

Prudent Man Advisors, LLC

CIK 0001817174

Total reported value

$333.9M

135 stks

2026-03-31

Concentration12.6

Portfolio Stability30.4

Sector conviction44.9

Pure Portfolios Holdings LLC

CIK 0002041678

Total reported value

$332.1M

104 stks

2025-12-31

Stale — no recent filing

Concentration19.9

Portfolio Stability6.1

Sector conviction87.8

Prodigy Asset Management LLC

CIK 0001956244

Total reported value

$332.1M

29 stks

2026-06-30

Concentration74.9

Portfolio Stability14.0

PL Capital Advisors, LLC

CIK 0001569147

Total reported value

$331.6M

30 stks

2026-03-31

Concentration38.2

Portfolio Stability13.7

Provident Wealth Management, LLC

CIK 0001799797

Total reported value

$330.6M

134 stks

2026-03-31

Concentration34.5

Portfolio Stability6.3

Sector conviction62.5

Payne Capital Management, LLC

CIK 0001994332

Total reported value

$330.5M

79 stks

2026-03-31

Concentration21.8

Portfolio Stability9.6

Sector conviction73.8

Proquility Private Wealth Partners, LLC

CIK 0001844911

Total reported value

$324.5M

82 stks

2025-03-31

Stale — no recent filing

Concentration9.6

Sector conviction40.3

Paragon Private Wealth Management, LLC

CIK 0001922684

Total reported value

$319.5M

361 stks

2026-03-31

Concentration6.1

Portfolio Stability14.3

Sector conviction71.6

Partnervest Advisory Services LLC

CIK 0001532516

Total reported value

$315.3M

313 stks

2020-09-30

Stale — no recent filing

Concentration19.0

Portfolio Stability26.0

Sector conviction54.5

Purus Wealth Management, LLC

CIK 0001844250

Total reported value

$313.7M

157 stks

2026-03-31

Concentration15.3

Portfolio Stability13.9

Sector conviction83.5

Pegasus Asset Management, Inc.

CIK 0001729049

Total reported value

$312.8M

67 stks

2026-03-31

Concentration14.3

Portfolio Stability17.6

Sector conviction57.0

Portland Investment Counsel INC.

CIK 0001081668

Total reported value

$311.6M

55 stks

2026-03-31

Concentration33.3

Portfolio Stability24.7

Sector conviction77.2

Pinnacle Holdings, LLC

CIK 0001411784

Total reported value

$309.3M

233 stks

2026-03-31

Concentration4.4

Portfolio Stability21.6

Sector conviction52.1

Pines Wealth Management, LLC

CIK 0002037426

Total reported value

$309.0M

215 stks

2026-03-31

Concentration6.5

Portfolio Stability25.2

Sector conviction52.0

Pecaut & Co.

CIK 0001597200

Total reported value

$308.0M

66 stks

2026-03-31

Concentration17.2

Portfolio Stability35.0

Sector conviction50.9

Precision Wealth Strategies, LLC

CIK 0001844197

Total reported value

$301.4M

156 stks

2026-03-31

Concentration9.5

Portfolio Stability42.1

Sector conviction46.3

Pacifica Partners Inc.

CIK 0001799900

Total reported value

$301.2M

474 stks

2026-03-31

Concentration8.2

Portfolio Stability42.4

Sector conviction49.7

Prosperity Wealth Management, Inc.

CIK 0001991463

Total reported value

$300.4M

251 stks

2025-12-31

Stale — no recent filing

Concentration9.7

Portfolio Stability34.9

Sector conviction83.5

PCA Investment Advisory Services Inc.

CIK 0001977044

Total reported value

$299.7M

57 stks

2026-03-31

Concentration23.7

Portfolio Stability10.5

Sector conviction92.3

Parkshore Wealth Management, Inc.

CIK 0002024251

Total reported value

$299.1M

69 stks

2026-03-31

Concentration46.8

Portfolio Stability16.4

Sector conviction77.0

Pwmco, LLC

CIK 0001263568

Total reported value

$298.9M

60 stks

2020-03-31

Stale — no recent filing

Concentration19.8

Portfolio Stability42.4

Prudent Man Investment Management, Inc.

CIK 0002054263

Total reported value

$297.3M

169 stks

2026-03-31

Concentration82.0

Permit Capital, LLC

CIK 0001313978

Total reported value

$294.4M

19 stks

2026-03-31

Concentration59.7

Portfolio Stability16.8

Sector conviction71.8

Pacifica Capital Investments, LLC

CIK 0001486713

Total reported value

$293.8M

15 stks

2026-03-31

Concentration64.6

Portfolio Stability36.5

Pennington Partners & Co., LLC

CIK 0001779355

Total reported value

$292.0M

114 stks

2026-03-31

Concentration39.4

Portfolio Stability20.9

Sector conviction60.7

Powell Investment Advisors, LLC

CIK 0001802195

Total reported value

$290.1M

174 stks

2026-03-31

Concentration19.3

Portfolio Stability9.6

Sector conviction64.8

Pinebridge Investments Asia LTD

CIK 0002111095

Total reported value

$289.3M

7 stks

2026-03-31

Portfolio Stability19.3

Plum Street Advisors, LLC

CIK 0002068236

Total reported value

$288.8M

98 stks

2026-03-31

Concentration14.3

Portfolio Stability15.4

Sector conviction86.6

PSquared Asset Management AG

CIK 0001623624

Total reported value

$287.4M

15 stks

2026-03-31

Concentration39.7

Portfolio Stability81.0

Providence First Trust Co

CIK 0001713735

Total reported value

$284.4M

179 stks

2026-03-31

Concentration9.0

Portfolio Stability21.3

Sector conviction39.5

Powers Advisory Group, LLC

CIK 0001927474

Total reported value

$283.6M

125 stks

2026-03-31

Concentration15.8

Portfolio Stability11.7

Sector conviction44.8

Patriot Financial Partners Gp, LP

CIK 0001470261

Total reported value

$283.5M

9 stks

2025-06-30

Stale — no recent filing

Concentration69.5

Panoramic Hills Capital Ltd

CIK 0002083095

Total reported value

$280.3M

2 stks

2026-03-31

Pivotal bioVenture Partners Investment Advisor LLC

CIK 0001844645

Total reported value

$279.8M

13 stks

2026-03-31

Concentration63.3

Portfolio Stability23.7

Praetorian PR LLC

CIK 0001949877

Total reported value

$275.0M

13 stks

2026-03-31

Concentration59.9

Portfolio Stability60.8

Prosperity Financial Group, Inc.

CIK 0001991334

Total reported value

$270.8M

186 stks

2026-03-31

Concentration6.4

Portfolio Stability22.2

Sector conviction82.5

Punch Card Management L.P.

CIK 0001631664

Total reported value

$270.6M

5 stks

2026-03-31

Concentration98.5

Portfolio Stability10.6

Power Wealth Management LLC

CIK 0002001039

Total reported value

$268.8M

96 stks

2026-03-31

Concentration22.2

Portfolio Stability10.9

Sector conviction50.1

Prosperitas Financial LLC

CIK 0002001016

Total reported value

$268.4M

93 stks

2026-03-31

Concentration11.4

Portfolio Stability23.8

Sector conviction41.5

Persistent Asset Partners Ltd

CIK 0002056052

Total reported value

$268.3M

388 stks

2026-03-31

Concentration7.0

Powszechne Towarzystwo Emerytalne Allianz Polska S.A.

CIK 0002053628

Total reported value

$267.8M

10 stks

2026-03-31

Concentration63.3

Portfolio Stability16.5

Sector conviction76.7

Packer & Co Ltd

CIK 0001664017

Total reported value

$267.4M

10 stks

2026-03-31

Concentration61.7

Portfolio Stability86.1

Sector conviction94.9

Peachtree Investment Partners, LLC

CIK 0001743863

Total reported value

$262.4M

129 stks

2026-03-31

Concentration20.1

Portfolio Stability25.3

Sector conviction63.9

PRW Wealth Management LLC

CIK 0001760472

Total reported value

$262.3M

106 stks

2023-09-30

Stale — no recent filing

Concentration23.0

Sector conviction64.2

Penney Financial, LLC

CIK 0002049857

Total reported value

$260.6M

48 stks

2026-03-31

Concentration40.3

Portfolio Stability5.5

Permit Capital Advisors, LLC

CIK 0001925332

Total reported value

$260.0M

114 stks

2022-03-31

Stale — no recent filing

Concentration15.0

Porter White Investment Advisors, Inc.

CIK 0001612457

Total reported value

$259.7M

40 stks

2026-06-30

Concentration70.4

Portfolio Stability5.5

Potentia Wealth

CIK 0002052308

Total reported value

$259.0M

89 stks

2026-03-31

Concentration31.6

Portfolio Stability16.3

Sector conviction97.8

Private Wealth Group, LLC

CIK 0001512780

Total reported value

$258.9M

76 stks

2026-06-30

Concentration39.9

Portfolio Stability22.1

Sector conviction50.6

Palisades Hudson Asset Management, L.P.

CIK 0001388443

Total reported value

$256.6M

159 stks

2026-03-31

Concentration18.5

Portfolio Stability7.1

Sector conviction61.0

Peirce Capital Management, LLC

CIK 0002008166

Total reported value

$255.7M

43 stks

2026-03-31

Concentration33.7

Portfolio Stability4.6

Sector conviction97.1

Pinnacle Private Wealth, LLC

CIK 0001908610

Total reported value

$255.5M

272 stks

2022-06-30

Stale — no recent filing

Concentration8.7

Sector conviction68.2

Palisades Investment Partners, LLC

CIK 0001427373

Total reported value

$255.1M

51 stks

2026-03-31

Concentration12.8

Portfolio Stability43.3

Phoenix Wealth Advisors

CIK 0001842362

Total reported value

$253.2M

126 stks

2026-03-31

Concentration13.6

Portfolio Stability12.8

Sector conviction58.9

PJT Investments Corp.

CIK 0002080606

Total reported value

$252.3M

8 stks

2026-03-31

Concentration75.4

Portfolio Stability59.6

Parker Financial LLC

CIK 0001965668

Total reported value

$250.3M

37 stks

2026-03-31

Concentration42.4

Portfolio Stability5.0

Peloton Wealth Strategists

CIK 0001080132

Total reported value

$247.2M

86 stks

2026-03-31

Concentration8.2

Portfolio Stability28.1

Sector conviction42.8

Point View Wealth Management, Inc.

CIK 0001408103

Total reported value

$246.5M

276 stks

2020-12-31

Stale — no recent filing

Concentration3.0

Portfolio Stability20.5

Sector conviction48.4

Pilgrim Partners Asia Pte Ltd

CIK 0002012674

Total reported value

$245.6M

126 stks

2026-03-31

Concentration47.1

Portfolio Stability49.7

Sector conviction68.9

Physician Wealth Solutions Inc.

CIK 0002007116

Total reported value

$241.6M

45 stks

2026-03-31

Concentration23.1

Portfolio Stability8.3

Sector conviction87.7

Paces Ferry Wealth Advisors, LLC

CIK 0001819919

Total reported value

$241.1M

135 stks

2026-03-31

Concentration14.6

Portfolio Stability9.8

Sector conviction69.2

Philadelphia International Advisors LP

CIK 0001218555

Total reported value

$239.5M

125 stks

2015-03-31

Stale — no recent filing

Concentration8.8

Portfolio Stability51.7

Pfizer Inc

CIK 0000078003

Total reported value

$238.8M

21 stks

2026-03-31

Concentration60.7

Portfolio Stability31.1

Pear Tree Advisors INC

CIK 0000919086

Total reported value

$238.1M

106 stks

2016-06-30

Stale — no recent filing

Concentration33.2

PVG Asset Management

CIK 0001624741

Total reported value

$237.7M

98 stks

2016-12-31

Stale — no recent filing

Concentration21.3

Portfolio Stability66.3

Sector conviction64.4