Institutionelle Investoren

Institution Portfolio-Wert Positionen Durchschn. Position Stand
Koesten, Hirschmann & Crabtree, INC. $240.185.588 52 $4.618.954 30. Juni 2026
MITCHELL SINKLER & STARR/PA $240.117.343 155 $1.549.144 30. Juni 2026
Worth Financial Advisory Group, LLC $240.001.358 202 $1.188.126 30. Juni 2026
GRAND WEALTH MANAGEMENT, LLC $239.940.574 49 $4.896.746 30. Juni 2026
Cobblestone Asset Management LLC $239.757.882 74 $3.239.971 30. Juni 2026
GPM Growth Investors, Inc. $239.478.735 43 $5.569.273 30. Juni 2026
SOUTHERN CAPITAL ADVISORS, LLC $239.452.985 84 $2.850.631 30. Juni 2026
Brown Financial Advisory $239.416.197 49 $4.886.045 30. Juni 2026
Cerity Partners Retirement Plan Advisors LLC $239.369.762 34 $7.040.287 30. Juni 2026
Visionary Horizons, LLC $239.263.991 145 $1.650.096 30. Juni 2026
Aull & Monroe Investment Management Corp $239.188.283 126 $1.898.320 30. Juni 2026
UNION SAVINGS BANK $239.119.685 322 $742.608 30. Juni 2026
CNA FINANCIAL CORP $238.996.980 18 $13.277.610 30. Juni 2026
BRIGHT FINANCIAL ADVISORS, INC. $238.862.071 72 $3.317.529 30. Juni 2026
Kapstone Financial Advisors LLC $238.845.123 175 $1.364.829 30. Juni 2026
CDC Financial, Inc. $238.833.749 53 $4.506.297 30. Juni 2026
Carl P. Sherr & Co., LLC $238.645.070 134 $1.780.933 30. Juni 2026
Victrix Investment Advisors $238.542.204 75 $3.180.563 30. Juni 2026
Clarity Capital Advisors, LLC $238.537.787 95 $2.510.924 30. Juni 2026
VIRTUS ADVISERS, LLC $238.526.253 509 $468.617 30. Juni 2026
First Citizens Financial Corp $238.414.285 139 $1.715.211 30. Juni 2026
Collaborative Wealth Managment Inc. $238.405.453 170 $1.402.385 30. Juni 2026
Pinnacle Family Advisors, LLC $238.368.615 155 $1.537.862 30. Juni 2026
Ring Mountain Capital, LLC $238.302.785 107 $2.227.129 30. Juni 2026
SMA Capital LLC $238.090.420 121 $1.967.689 30. Juni 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV $237.803.736 118 $2.015.286 30. Juni 2026
Soviero Asset Management, LP $237.782.781 64 $3.715.356 30. Juni 2026
Green Ridge Wealth Planning LLC $237.754.480 94 $2.529.303 30. Juni 2026
Boit C F David $237.614.448 85 $2.795.464 30. Juni 2026
Cornerstone Select Advisors, LLC $237.605.026 149 $1.594.665 30. Juni 2026
BLUEDOOR PRIVATE WEALTH, LLC $237.547.707 164 $1.448.462 30. Juni 2026
TABLEAUX LLC $237.539.643 120 $1.979.497 30. Juni 2026
Bowman & Co S.C. $237.440.021 118 $2.012.204 31. Dezember 2025 Veraltet
Horizon Advisory Services, Inc. $237.296.205 50 $4.745.924 30. Juni 2026
Client First Investment Management LLC $237.294.960 28 $8.474.820 30. Juni 2026
Grant Private Wealth Management Inc $237.165.825 164 $1.446.133 30. Juni 2026
Crestview Partners III GP, L.P. $237.161.086 1 $237.161.086 30. Juni 2026
ARCADIA INVESTMENT ADVISORS LLC $237.106.255 80 $2.963.828 30. Juni 2026
RETIREMITTEN FINANCIAL LLC $237.101.835 47 $5.044.720 30. Juni 2026
Sequent Asset Management, LLC $237.081.923 89 $2.663.842 30. Juni 2026
True Blue Financial, LLC $236.898.240 61 $3.883.578 30. Juni 2026
CONTINENTAL ADVISORS LLC $236.866.229 50 $4.737.325 30. Juni 2026
Grove Street Fiduciary, LLC $236.847.057 75 $3.157.961 30. Juni 2026
Trail Ridge Investment Advisors, LLC $236.783.689 93 $2.546.061 30. Juni 2026
Compass Financial Group, Inc. $236.701.340 51 $4.641.203 30. Juni 2026
ADE, LLC $236.656.302 93 $2.544.691 30. Juni 2026
MILLER WEALTH ADVISORS, LLC $236.623.218 122 $1.939.535 30. Juni 2026
TAM Capital Management Inc. $236.549.754 9 $26.283.306 30. Juni 2026
IRONWOOD WEALTH MANAGEMENT, INC. $236.538.960 21 $11.263.760 30. Juni 2026
Deane Retirement Strategies, Inc. $236.204.453 52 $4.542.393 30. Juni 2026
Seite 118 von 189