Institutionelle Investoren
| Institution | Portfolio-Wert | Positionen | Durchschn. Position | Stand |
|---|---|---|---|---|
| IES Holdings, Inc. | $310.581.607 | 17 | $18.269.506 | 30. Juni 2026 |
| Lakeshore Financial Planning, Inc. | $310.651.642 | 92 | $3.376.648 | 30. Juni 2026 |
| Centennial Bank/AR/ | $310.732.306 | 341 | $911.238 | 30. Juni 2026 |
| Tenon Financial LLC | $310.855.127 | 61 | $5.095.986 | 30. Juni 2026 |
| Oak Asset Management, LLC | $311.007.927 | 115 | $2.704.417 | 30. Juni 2026 |
| WR Wealth Planners, LLC | $311.026.553 | 1.104 | $281.727 | 31. Dezember 2024 Veraltet |
| Hengistbury Investment Partners LLP | $311.063.373 | 4 | $77.765.843 | 30. Juni 2026 |
| Five Oceans Advisors | $311.134.171 | 204 | $1.525.168 | 30. Juni 2026 |
| Armor Investment Advisors, LLC | $311.691.228 | 155 | $2.010.911 | 30. Juni 2026 |
| MARYLAND CAPITAL ADVISORS INC. | $311.730.924 | 1.043 | $298.879 | 30. Juni 2026 |
| Weinberger Asset Management, Inc | $311.831.035 | 101 | $3.087.436 | 30. Juni 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | $311.844.228 | 195 | $1.599.201 | 30. Juni 2026 |
| Peachtree Investment Partners, LLC | $311.942.963 | 143 | $2.181.419 | 30. Juni 2026 |
| Beacon Wealthcare LLC | $312.090.193 | 26 | $12.003.469 | 30. Juni 2026 |
| PENNINGTON PARTNERS & CO., LLC | $312.103.445 | 131 | $2.382.469 | 30. Juni 2026 |
| Monte Financial Group, LLC | $312.210.084 | 102 | $3.060.883 | 30. Juni 2026 |
| Prosperitas Financial LLC | $312.320.398 | 103 | $3.032.237 | 30. Juni 2026 |
| Windward Private Wealth Management Inc. | $312.551.948 | 43 | $7.268.650 | 30. Juni 2026 |
| Ravenswood Partners LP | $312.602.496 | 36 | $8.683.403 | 30. Juni 2026 |
| First Citizens Asset Management, Inc. | $312.895.797 | 30 | $10.429.860 | 30. Juni 2026 |
| BENNETT SELBY INVESTMENTS LP | $312.917.265 | 85 | $3.681.380 | 30. Juni 2026 |
| StoneCrest Wealth Management, Inc. | $312.962.111 | 73 | $4.287.152 | 30. Juni 2026 |
| Plum Street Advisors, LLC | $313.149.338 | 107 | $2.926.629 | 30. Juni 2026 |
| Raleigh Capital Management Inc. | $313.317.753 | 610 | $513.636 | 30. Juni 2026 |
| Merk Investments LLC | $313.535.427 | 11 | $28.503.221 | 30. Juni 2026 |
| Hilltop National Bank | $313.536.955 | 805 | $389.487 | 30. Juni 2026 |
| Macro Advisors, Inc. | $313.712.419 | 45 | $6.971.387 | 30. Juni 2026 |
| Praetorian PR LLC | $313.794.584 | 14 | $22.413.899 | 30. Juni 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | $313.845.007 | 163 | $1.925.429 | 31. März 2026 Vorquartal |
| Stonebridge Financial Planning Group, LLC | $313.914.286 | 183 | $1.715.379 | 30. Juni 2026 |
| LCNB CORP | $313.966.150 | 184 | $1.706.338 | 30. Juni 2026 |
| Delaney Dennis R | $314.014.493 | 61 | $5.147.779 | 30. Juni 2026 |
| Malaga Cove Capital, LLC | $314.081.976 | 185 | $1.697.740 | 30. Juni 2026 |
| CYPRESS FUNDS LLC | $314.091.731 | 14 | $22.435.124 | 30. Juni 2026 |
| AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN | $314.201.405 | 1 | $314.201.405 | 30. Juni 2026 |
| Mosley Wealth Management | $314.256.856 | 781 | $402.378 | 30. Juni 2026 |
| MMA ASSET MANAGEMENT LLC | $314.257.869 | 181 | $1.736.231 | 30. Juni 2026 |
| Longitude (Cayman) Ltd. | $314.339.749 | 46 | $6.833.473 | 30. Juni 2026 |
| Inlight Wealth Management, LLC | $314.576.339 | 62 | $5.073.812 | 30. Juni 2026 |
| Thomist Capital Management, LP | $314.577.461 | 45 | $6.990.610 | 30. Juni 2026 |
| TAGStone Capital, Inc. | $314.605.536 | 139 | $2.263.349 | 30. Juni 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | $315.065.936 | 285 | $1.105.495 | 30. Juni 2026 |
| Trinity Wealth Management, LLC | $315.152.479 | 75 | $4.202.033 | 30. Juni 2026 |
| Meros Investment Management, LP | $315.162.325 | 50 | $6.303.247 | 30. Juni 2026 |
| Tencap Wealth Coaching, LLC | $315.357.360 | 20 | $15.767.868 | 30. Juni 2026 |
| Sterling Financial Group, Inc. | $315.538.221 | 73 | $4.322.441 | 30. September 2025 Veraltet |
| Ranch Capital Advisors Inc. | $315.705.103 | 157 | $2.010.861 | 30. Juni 2026 |
| ENZI WEALTH | $315.733.345 | 77 | $4.100.433 | 30. Juni 2026 |
| IMZ Advisory Inc | $315.813.762 | 38 | $8.310.888 | 30. Juni 2026 |
| Richmond Investment Services, LLC | $316.065.618 | 145 | $2.179.763 | 30. Juni 2026 |