Institutionelle Investoren
| Institution | Portfolio-Wert | Positionen | Durchschn. Position | Stand |
|---|---|---|---|---|
| TILIA FIDUCIARY PARTNERS, INC. | $210.984.089 | 127 | $1.661.292 | 30. Juni 2026 |
| Kaufman Rossin Wealth, LLC | $211.069.361 | 112 | $1.884.548 | 30. Juni 2026 |
| Investments & Financial Planning, LLC | $211.180.759 | 40 | $5.279.519 | 30. Juni 2026 |
| RCS Financial Planning, LLC | $211.200.454 | 102 | $2.070.593 | 30. Juni 2026 |
| Henderson Brothers Financial Partners, LLC | $211.250.627 | 77 | $2.743.515 | 30. Juni 2026 |
| Merrion Investment Management Co, LLC | $211.293.950 | 106 | $1.993.339 | 30. Juni 2026 |
| Panoramic Capital Partners, LLC | $211.542.393 | 72 | $2.938.089 | 30. Juni 2026 |
| StoryOne LLC | $211.597.718 | 79 | $2.678.452 | 30. Juni 2026 |
| Lindenwold Advisors | $211.630.124 | 110 | $1.923.910 | 30. September 2025 Veraltet |
| HRC WEALTH MANAGEMENT, LLC | $211.667.435 | 59 | $3.587.584 | 31. März 2026 Vorquartal |
| D. SCOTT NEAL, INC. | $211.869.931 | 58 | $3.652.930 | 30. September 2025 Veraltet |
| David J Yvars Group | $211.885.257 | 106 | $1.998.918 | 30. Juni 2026 |
| FPC INVESTMENT ADVISORY, INC. | $211.947.645 | 36 | $5.887.435 | 30. Juni 2026 |
| Sun Financial Inc | $211.973.577 | 161 | $1.316.606 | 30. Juni 2026 |
| Banque de Luxembourg S.A. | $211.989.604 | 78 | $2.717.815 | 30. Juni 2026 |
| STRAIGHTLINE GROUP LLC | $212.083.223 | 19 | $11.162.275 | 30. Juni 2026 |
| Insight Inv LLC | $212.133.054 | 109 | $1.946.175 | 30. Juni 2026 |
| Novak & Powell Financial Services, Inc. | $212.142.828 | 171 | $1.240.601 | 30. Juni 2026 |
| Blue Door Asset Management, LLC | $212.281.837 | 21 | $10.108.659 | 30. Juni 2026 |
| AFBI LP | $212.292.971 | 1 | $212.292.971 | 30. Juni 2026 |
| CAPE ANN SAVINGS BANK | $212.373.941 | 113 | $1.879.415 | 30. Juni 2026 |
| Equinox Partners Investment Management LLC | $212.415.911 | 12 | $17.701.326 | 30. Juni 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | $212.554.903 | 124 | $1.714.152 | 30. Juni 2026 |
| GERBER, LLC | $212.631.245 | 96 | $2.214.909 | 30. Juni 2026 |
| Aegis Wealth Management LLC | $212.632.570 | 160 | $1.328.954 | 30. Juni 2026 |
| AAFMAA Wealth Management & Trust LLC | $212.719.344 | 95 | $2.239.151 | 30. Juni 2026 |
| KM Capital Management Ltd. | $212.773.261 | 48 | $4.432.776 | 30. Juni 2026 |
| 4Thought Financial Group Inc. | $212.802.790 | 99 | $2.149.523 | 30. Juni 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $212.825.071 | 91 | $2.338.737 | 30. Juni 2026 |
| WIT Partners Advisory Pte. Ltd. | $213.008.331 | 16 | $13.313.021 | 30. Juni 2026 |
| B Group, Inc. | $213.008.589 | 19 | $11.210.978 | 30. Juni 2026 |
| BIRCHBROOK, INC. | $213.054.690 | 305 | $698.540 | 30. Juni 2026 |
| LFG Wealth Partners, LLC | $213.275.556 | 98 | $2.176.281 | 30. Juni 2026 |
| Evergreen Wealth Management, LLC | $213.278.932 | 55 | $3.877.799 | 30. Juni 2026 |
| HORIZON BANCORP INC /IN/ | $213.349.000 | 197 | $1.082.990 | 30. Juni 2026 |
| NAPA WEALTH MANAGEMENT | $213.354.686 | 148 | $1.441.586 | 30. September 2025 Veraltet |
| Griffith & Werner, Inc. | $213.404.000 | 71 | $3.005.690 | 30. Juni 2026 |
| Alchemi Wealth, LLC | $213.437.488 | 168 | $1.270.461 | 30. Juni 2026 |
| Stephenson & Company, Inc. | $213.459.582 | 50 | $4.269.192 | 30. Juni 2026 |
| Ararat Capital Management LP | $213.480.723 | 17 | $12.557.690 | 30. Juni 2026 |
| Ayrshire Capital Management LLC | $213.520.880 | 50 | $4.270.418 | 30. Juni 2026 |
| Birchview Capital, LP | $213.568.198 | 72 | $2.966.225 | 30. Juni 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | $213.585.350 | 185 | $1.154.515 | 30. Juni 2026 |
| Fortis Advisors, LLC | $213.597.202 | 122 | $1.750.797 | 30. Juni 2026 |
| Kingsman Wealth Management, Inc. | $213.607.177 | 76 | $2.810.621 | 30. Juni 2026 |
| Taylor Frigon Capital Management LLC | $213.647.350 | 93 | $2.297.283 | 30. Juni 2026 |
| Tassel Capital Management, Inc. | $213.664.275 | 45 | $4.748.095 | 30. Juni 2026 |
| Serenity Investment Advisors | $213.664.469 | 74 | $2.887.358 | 31. März 2026 Vorquartal |
| Eliot Finkel Investment Counsel, LLC | $213.931.259 | 33 | $6.482.765 | 30. Juni 2026 |
| Cladis Investment Advisory, LLC | $213.977.030 | 173 | $1.236.861 | 30. Juni 2026 |