Institutionelle Investoren

Institution Portfolio-Wert Positionen Durchschn. Position Stand
Gitterman Wealth Management, LLC $436.456.273 128 $3.409.815 30. September 2025 Veraltet
IDG-Accel China Capital II Associates L.P. $436.787.445 1 $436.787.445 30. Juni 2026
Westend Capital Management, LLC $437.153.384 242 $1.806.419 30. Juni 2026
Fairway Wealth LLC $437.381.210 238 $1.837.736 30. Juni 2026
CITIZENS & NORTHERN CORP $437.695.942 117 $3.740.991 30. Juni 2026
Astoria Strategic Wealth, Inc. $437.787.059 36 $12.160.752 30. Juni 2026
Bridge City Capital, LLC $438.141.585 114 $3.843.347 30. Juni 2026
WHITENER CAPITAL MANAGEMENT, INC. $438.393.318 174 $2.519.502 31. März 2026 Vorquartal
HighVista Strategies LLC $438.599.158 147 $2.983.668 30. Juni 2026
New Capital Management LP $439.045.818 60 $7.317.430 30. Juni 2026
Wealth Group Ltd $439.056.294 94 $4.670.812 31. März 2026 Vorquartal
MSOP GP, L.L.C. $439.261.556 3 $146.420.519 31. Dezember 2025 Veraltet
Turiya Advisors Asia Ltd $439.562.747 3 $146.520.916 30. Juni 2026
Grey Ledge Advisors, LLC $439.789.801 248 $1.773.346 30. Juni 2026
Euclidean Capital LLC $439.836.054 11 $39.985.096 30. Juni 2026
DOLIVER CAPITAL ADVISORS, INC. $439.923.037 180 $2.444.017 31. März 2026 Vorquartal
Abound Wealth Management $440.091.015 1.491 $295.165 31. März 2026 Vorquartal
Roberts Wealth Advisors, LLC $440.261.730 111 $3.966.322 30. Juni 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV $440.502.129 81 $5.438.298 30. Juni 2026
LONG WALK MANAGEMENT LP $440.832.379 14 $31.488.027 30. Juni 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN $440.999.916 156 $2.826.923 30. Juni 2026
Cardinal Strategic Wealth Guidance $441.029.618 67 $6.582.532 30. Juni 2026
Morton Brown Family Wealth, LLC $441.075.373 416 $1.060.277 30. Juni 2026
EdgeRock Capital LLC $441.347.281 134 $3.293.636 30. Juni 2026
TWIN PEAKS WEALTH ADVISORS, LLC $441.522.674 226 $1.953.640 30. Juni 2026
J. W. Coons Advisors, LLC $442.024.870 240 $1.841.770 30. Juni 2025 Veraltet
Sagewood Asset Management LP $442.048.056 432 $1.023.259 30. Juni 2026
Cerro Pacific Wealth Advisors LLC $442.181.271 165 $2.679.886 30. Juni 2026
HWG Holdings LP $442.200.323 44 $10.050.007 30. Juni 2026
Franklin, Parlapiano, Turner & Welch, LLC $442.248.929 55 $8.040.890 30. Juni 2026
Tradewinds, LLC. $442.293.699 215 $2.057.180 30. Juni 2026
Bouvel Investment Partners, LLC $442.300.033 84 $5.265.477 30. Juni 2026
ADAMS STREET PARTNERS LLC $442.653.630 4 $110.663.408 30. Juni 2026
Schechter Investment Advisors, LLC $443.051.737 636 $696.622 31. März 2025 Veraltet
Peak Planning Group, LLC $443.130.265 128 $3.461.955 30. Juni 2026
PRINCETON CAPITAL MANAGEMENT LLC $443.398.881 145 $3.057.923 30. Juni 2026
TrueWealth Advisors, LLC $443.553.666 235 $1.887.462 30. Juni 2026
Duncan Williams Asset Management, LLC $443.610.227 172 $2.579.129 30. Juni 2026
VANCE WEALTH, LLC $443.707.879 137 $3.238.744 30. Juni 2026
Venturi Wealth Management, LLC $443.900.348 632 $702.374 30. Juni 2026
SK Wealth Management, LLC $443.989.645 80 $5.549.871 30. Juni 2026
Empirical Asset Management, LLC $444.014.115 448 $991.103 30. Juni 2026
Venator Management LLC $444.042.160 27 $16.446.006 30. Juni 2026
Tidemark, LLC $444.205.946 935 $475.087 30. Juni 2026
Wakefield Asset Management LLLP $444.233.453 225 $1.974.371 30. Juni 2026
Arjuna Capital $444.304.218 113 $3.931.896 30. Juni 2026
United Wealth Management, LLC $444.406.496 24 $18.516.937 30. Juni 2026
Dodds Wealth, LLC $444.568.976 56 $7.938.732 30. Juni 2026
CGC Financial Services, LLC $444.659.863 337 $1.319.465 30. Juni 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC $445.052.620 204 $2.181.630 30. Juni 2026
Seite 107 von 189