Largest Portfolios by Value

Guardian Partners Inc.

• RY
• TD
• KBWB
• VUG
• BMO
• ENB
• BNS

Retirement Investment Advisors, Inc.

• VUG
• VTV
• IEFA
• BIV
• IEMG
• VBR
• BNDX

Moss Adams Wealth Advisors LLC

• VTI
• JCPB
• IJR
• XLU
• XLRE
• BUG
• XLC

Fidelis Capital Partners, LLC

• SPY
• MSFT
• AAPL
• NVDA
• IVV
• VOO
• IWF

Taconic Capital Advisors LP

• HES
• ANSS
• JNPR
• VTOL
• AZEK
• CHX
• GNL

Sone Capital Management, LLC

• IEX
• FTV
• AMZN
• ZTS
• IT
• WAT
• ADSK

Tritonpoint Wealth, LLC

• AAPL
• MSFT
• VUG
• AMZN
• JPM
• GOOGL
• GOOG

Ppsc Investment Service Corp

• SPXL
• SPY
• GLD
• QQQ
• TQQQ

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

• DFAC
• SPLG
• VUG
• QUAL
• DYNF
• VTV
• BALT

American Securities LLC

Trust Point Inc.

• VIG
• ISTB
• VV
• PFG
• MSFT
• IWB
• NVDA

Kirkoswald Asset Management LLC

• IWM
• EWZ

Hap Trading, LLC

• APP
• META
• COIN
• AVGO
• NVDA
• ABC
• NFLX

Talbot Financial, LLC

• MSFT
• AAPL
• AMZN
• NVDA
• GOOGL
• GS
• JPM

Technology Crossover Management Xi, Ltd.

• SPOT
• Z

Wellesley Asset Management

Qsemble Capital Management, LP

• CNC
• C
• DHR
• KO
• CRH.L
• TJX
• BRK-B

Knollwood Investment Advisory, LLC

• NVDA
• MSFT
• AMZN
• META
• AAPL
• GOOG
• NOW