Institutionelle Investoren

Institution Portfolio-Wert Positionen Durchschn. Position Stand
Evergreen Wealth Management, LLC $213.278.932 55 $3.877.799 30. Juni 2026
LFG Wealth Partners, LLC $213.275.556 98 $2.176.281 30. Juni 2026
BIRCHBROOK, INC. $213.054.690 305 $698.540 30. Juni 2026
B Group, Inc. $213.008.589 19 $11.210.978 30. Juni 2026
WIT Partners Advisory Pte. Ltd. $213.008.331 16 $13.313.021 30. Juni 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS $212.825.071 91 $2.338.737 30. Juni 2026
4Thought Financial Group Inc. $212.802.790 99 $2.149.523 30. Juni 2026
KM Capital Management Ltd. $212.773.261 48 $4.432.776 30. Juni 2026
AAFMAA Wealth Management & Trust LLC $212.719.344 95 $2.239.151 30. Juni 2026
Aegis Wealth Management LLC $212.632.570 160 $1.328.954 30. Juni 2026
GERBER, LLC $212.631.245 96 $2.214.909 30. Juni 2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC $212.554.903 124 $1.714.152 30. Juni 2026
Equinox Partners Investment Management LLC $212.415.911 12 $17.701.326 30. Juni 2026
CAPE ANN SAVINGS BANK $212.373.941 113 $1.879.415 30. Juni 2026
AFBI LP $212.292.971 1 $212.292.971 30. Juni 2026
Blue Door Asset Management, LLC $212.281.837 21 $10.108.659 30. Juni 2026
Novak & Powell Financial Services, Inc. $212.142.828 171 $1.240.601 30. Juni 2026
Insight Inv LLC $212.133.054 109 $1.946.175 30. Juni 2026
STRAIGHTLINE GROUP LLC $212.083.223 19 $11.162.275 30. Juni 2026
Banque de Luxembourg S.A. $211.989.604 78 $2.717.815 30. Juni 2026
Sun Financial Inc $211.973.577 161 $1.316.606 30. Juni 2026
FPC INVESTMENT ADVISORY, INC. $211.947.645 36 $5.887.435 30. Juni 2026
David J Yvars Group $211.885.257 106 $1.998.918 30. Juni 2026
D. SCOTT NEAL, INC. $211.869.931 58 $3.652.930 30. September 2025 Veraltet
HRC WEALTH MANAGEMENT, LLC $211.667.435 59 $3.587.584 31. März 2026 Vorquartal
Lindenwold Advisors $211.630.124 110 $1.923.910 30. September 2025 Veraltet
StoryOne LLC $211.597.718 79 $2.678.452 30. Juni 2026
Panoramic Capital Partners, LLC $211.542.393 72 $2.938.089 30. Juni 2026
Merrion Investment Management Co, LLC $211.293.950 106 $1.993.339 30. Juni 2026
Henderson Brothers Financial Partners, LLC $211.250.627 77 $2.743.515 30. Juni 2026
RCS Financial Planning, LLC $211.200.454 102 $2.070.593 30. Juni 2026
Investments & Financial Planning, LLC $211.180.759 40 $5.279.519 30. Juni 2026
Kaufman Rossin Wealth, LLC $211.069.361 112 $1.884.548 30. Juni 2026
TILIA FIDUCIARY PARTNERS, INC. $210.984.089 127 $1.661.292 30. Juni 2026
McCarthy Asset Management, Inc. $210.983.638 29 $7.275.298 30. Juni 2026
Kure Advisory, LLC $210.964.933 62 $3.402.660 30. Juni 2026
Lunate Holding RSC Ltd $210.946.304 4 $52.736.576 31. Dezember 2024 Veraltet
ASSET PLANNING CORPORATION $210.831.737 48 $4.392.328 30. September 2025 Veraltet
WISCONSIN CAPITAL MANAGEMENT LLC $210.700.160 47 $4.482.982 30. Juni 2026
Lodestone Wealth Management LLC $210.539.101 780 $269.922 30. Juni 2026
Stegner Investment Associates Inc. $210.327.257 31 $6.784.750 30. Juni 2026
Aristotle Pacific Capital, LLC $210.298.220 5 $42.059.644 30. Juni 2026
PLUSTICK MANAGEMENT LLC $210.268.250 25 $8.410.730 30. Juni 2026
Three Cord True Wealth Management, LLC $210.187.347 43 $4.888.078 30. Juni 2026
Beckerman Institutional, LLC $210.165.069 124 $1.694.880 30. Juni 2026
Guardian Asset Advisors, LLC $209.952.750 124 $1.693.167 30. Juni 2026
Index Venture Growth Associates V Ltd $209.660.432 3 $69.886.811 30. Juni 2026
Values First Advisors, Inc. $209.650.951 187 $1.121.128 30. Juni 2026
Baron Financial Group, LLC $209.565.830 56 $3.742.247 30. Juni 2026
FISCHER INVESTMENT STRATEGIES, LLC $209.559.713 49 $4.276.729 30. Juni 2026
Seite 126 von 189