Institutionelle Investoren

Institution Portfolio-Wert Positionen Durchschn. Position Stand
LOUNTZIS ASSET MANAGEMENT, LLC $316.084.684 55 $5.746.994 30. Juni 2026
Arkfeld Wealth Strategies, L.L.C. $316.187.343 115 $2.749.455 31. März 2026 Vorquartal
BALANCED WEALTH GROUP LLC $316.274.832 78 $4.054.806 30. Juni 2026
Nvest Financial, LLC $316.291.285 150 $2.108.609 30. Juni 2026
Powell Investment Advisors, LLC $316.770.367 167 $1.896.829 30. Juni 2026
Medallion Wealth Advisors, LLC $316.956.074 1.220 $259.800 30. Juni 2026
TICINO WEALTH $317.089.037 135 $2.348.808 30. Juni 2026
Montanaro Asset Management Ltd $317.170.054 42 $7.551.668 30. Juni 2026
SITTNER & NELSON, LLC $317.250.143 614 $516.694 30. Juni 2026
WEALTHSPAN PARTNERS, LLC $317.283.991 129 $2.459.566 30. Juni 2026
THEORY FINANCIAL LLC $317.319.765 99 $3.205.250 30. Juni 2026
Genesee Capital Advisors, LLC $317.336.400 172 $1.844.979 30. Juni 2026
Boothe Investment Group, Inc. $317.421.337 38 $8.353.193 30. Juni 2026
Mills Wealth Advisors LLC $317.561.294 76 $4.178.438 30. Juni 2026
Cambridge Financial Group, LLC $317.626.549 155 $2.049.204 30. Juni 2026
GoodHaven Capital Management, LLC $317.719.987 26 $12.220.000 30. Juni 2026
Nixon Capital, LLC $317.801.558 19 $16.726.398 30. Juni 2026
Burns Matteson Capital Management, LLC $317.855.412 189 $1.681.775 30. Juni 2026
ShoreHaven Wealth Partners, LLC $317.885.632 106 $2.998.921 30. Juni 2026
Chaney Capital Management, Inc. $318.063.871 45 $7.068.086 30. Juni 2026
BEACON INVESTMENT ADVISORS LLC $318.455.198 178 $1.789.074 30. Juni 2026
Arcadia Wealth Management, LLC $318.556.194 66 $4.826.609 30. Juni 2026
Summa Corp. $318.622.626 83 $3.838.827 30. Juni 2026
Berkeley, Inc $318.666.154 86 $3.705.420 30. Juni 2026
Skyline Advisors, Inc. $318.682.062 123 $2.590.911 30. Juni 2026
THOR TRADING ADVISORS, LLC $318.691.366 39 $8.171.573 30. Juni 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC $318.750.238 206 $1.547.331 31. Dezember 2025 Veraltet
Powers Advisory Group, LLC $319.085.876 130 $2.454.507 30. Juni 2026
Axiom Financial Strategies, LLC $319.103.421 34 $9.385.395 30. Juni 2026
Centerline Wealth Advisors, LLC $319.163.593 79 $4.040.045 30. Juni 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC $319.187.440 175 $1.823.928 30. Juni 2026
Shaker Financial Services, LLC $319.236.049 148 $2.157.000 30. Juni 2026
Tiller Private Wealth, Inc. $319.269.479 69 $4.627.094 30. Juni 2026
Charles-Lim Capital Ltd $319.398.485 6 $53.233.081 30. Juni 2026
Leisure Capital Management $319.450.328 157 $2.034.715 30. Juni 2026
ADIRONDACK TRUST CO $319.519.816 558 $572.616 30. Juni 2026
WRAPMANAGER INC $319.574.584 150 $2.130.497 30. Juni 2026
BURKETT FINANCIAL SERVICES, LLC $319.580.122 266 $1.201.429 30. Juni 2026
SELDON CAPITAL LP $319.646.467 74 $4.319.547 30. Juni 2026
Fairhaven Wealth Management, LLC $319.718.199 116 $2.756.191 31. Dezember 2024 Veraltet
LEE JOHNSON CAPITAL MANAGEMENT, LLC $319.763.559 82 $3.899.556 30. Juni 2026
Prospera Capital Management, LLC $319.789.303 63 $5.076.021 30. Juni 2026
Passive Capital Management, LLC. $319.791.735 94 $3.402.040 30. Juni 2026
MEEDER ASSET MANAGEMENT INC $319.818.500 930 $343.891 30. Juni 2026
JW Asset Management, LLC $319.865.383 21 $15.231.685 30. Juni 2026
INVESTMENT PARTNERS, LTD. $319.940.800 167 $1.915.813 30. Juni 2026
Samalin Investment Counsel, LLC $319.998.990 336 $952.378 30. Juni 2026
EWG Elevate Inc. $320.005.730 119 $2.689.124 30. September 2025 Veraltet
Aft, Forsyth & Sober, LLC $320.006.488 60 $5.333.441 30. Juni 2026
Biltmore Wealth Management, LLC $320.385.902 58 $5.523.895 30. Juni 2026
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