Largest Portfolios by Value

Wasserstein Debt Opportunities Management, L.P.

Frederick Financial Consultants, LLC

• JHMM
• FITE
• IWF
• BUFR
• AIRR
• RDVY
• VIG

Northern Financial Advisors Inc

• SPY
• AAPL
• DIA
• WMT
• NFLX
• AVGO
• NVR

Somnio Financial Group, LLC

• IVV
• VEU
• VO
• AGG
• VNQ
• IJR
• JNK

Morangie Management LLC

• DKNG
• SPY
• AMZN
• QQQ
• AAPL
• MS
• MSFT

Accredited Investor Services, LLC

• AVUS
• DFAX
• FBCG
• AAPL
• AVUV
• DFAC
• TSLA

Chapman Financial Group, LLC

• AAPL
• BRK-B
• MSFT
• GOOG
• SCHX
• JPM
• AMZN

Berbice Capital Management LLC

• NVDA
• META
• MSFT
• AMZN
• AVGO
• GOOGL
• AAPL

Envision Financial LLC

• VOO
• FNDX
• SCHX
• SCHF
• USFR
• VO
• UITB

Mfa Wealth Services

• IVV
• SCHD
• QGRO
• IEI
• SHY
• VNQ
• AAPL

Symphony Financial Services, Inc.

• JAAA
• JMBS
• USMC
• AAPL
• PAVE
• IWY
• NVDA

Mvm Partners, LLC

• FNA

Hurley Capital, LLC

• VTV
• VONG
• VGIT
• IBHE
• PSLV
• EPD
• XLK

Exchange Bank

• AAPL
• MUB
• MSFT
• AGG
• VTI
• PG
• JNJ

Bay Capital Advisors, LLC

• SPLG
• QQQ
• IWF
• IJR
• VYM
• XLK
• SPDW

Babb Wealth Advisors LLC

• DFAX
• DFAC
• DFAT
• DFUS
• DFCF
• DFSD
• GBCI

Emeth Value Capital, LLC

• DRVN
• SEAT
• BUR
• ARCO
• DESP

Stonepine Capital Management, LLC

• ADMA
• EOLS
• TELA
• GLPG
• KMPH
• ACAD
• ANIK