Institutionelle Investoren

Institution Portfolio-Wert Positionen Durchschn. Position Stand
OneAscent Wealth Management LLC $335.522.116 169 $1.985.338 30. Juni 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC $335.645.625 85 $3.948.772 30. Juni 2026
Greenfield Seitz Capital Management, LLC $335.771.597 107 $3.138.052 30. Juni 2026
Oldfather Financial Services, LLC $335.844.460 98 $3.426.984 31. Dezember 2025 Veraltet
Silver Coast Investments LLC $335.852.781 121 $2.775.643 30. Juni 2026
Forum Private Client Group LLC $335.957.097 86 $3.906.478 30. Juni 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY $336.170.112 308 $1.091.461 30. Juni 2026
Strategic Financial Concepts, LLC $336.191.898 239 $1.406.661 30. Juni 2026
Roth Financial Partners LLC $336.299.548 33 $10.190.895 30. Juni 2026
Amtrust Financial Services, Inc. $336.446.563 15 $22.429.771 30. Juni 2026
BFI Infinity Ltd. $336.735.580 64 $5.261.493 30. Juni 2026
Riverwater Partners LLC $336.804.887 209 $1.611.507 30. Juni 2026
Ameliora Wealth Management Ltd. $336.860.660 229 $1.471.007 30. Juni 2026
Northern Right Capital Management, L.P. $336.946.502 27 $12.479.500 30. Juni 2026
Consilium Wealth Advisory, LLC $336.948.425 101 $3.336.123 30. Juni 2026
River Street Advisors LLC $336.965.203 177 $1.903.758 30. Juni 2026
Corundum Group, Inc. $337.147.794 112 $3.010.248 30. Juni 2026
Elite Wealth Management, Inc. $337.448.387 47 $7.179.753 30. Juni 2026
CASTLE WEALTH MANAGEMENT LLC $337.565.794 143 $2.360.600 30. Juni 2026
United American Securities Inc. (d/b/a UAS Asset Management) $338.033.718 13 $26.002.594 30. Juni 2026
Etesian Wealth Advisors, Inc. $338.299.226 141 $2.399.285 30. Juni 2026
US FINANCIAL ADVISORS, LLC $338.350.453 97 $3.488.149 31. März 2025 Veraltet
Fore Capital, LLC $338.443.070 67 $5.051.389 30. Juni 2026
East Coast Asset Management, LLC. $338.598.143 67 $5.053.704 30. Juni 2026
1492 Capital Management LLC $338.734.372 133 $2.546.875 30. Juni 2026
Iron Horse Wealth Management, LLC $338.998.420 591 $573.601 30. Juni 2025 Veraltet
New Insight Wealth Advisors $339.188.120 120 $2.826.568 30. Juni 2026
Haverford Financial Services, Inc. $339.225.211 49 $6.922.963 30. Juni 2026
BRILLIANCE ASSET MANAGEMENT LTD $339.344.889 11 $30.849.535 30. Juni 2026
BAKER BOYER NATIONAL BANK $339.405.310 94 $3.610.695 30. Juni 2026
WBI INVESTMENTS, LLC $339.406.200 286 $1.186.735 30. Juni 2026
JEPPSON WEALTH MANAGEMENT, LLC $339.406.328 242 $1.402.505 30. Juni 2026
Monterey Private Wealth, Inc. $339.471.640 138 $2.459.939 31. März 2025 Veraltet
HERITAGE OAK WEALTH ADVISORS LLC $339.674.873 101 $3.363.118 30. Juni 2026
ODonnell Financial Services, LLC $339.829.186 74 $4.592.286 30. Juni 2026
Greenbush Financial Group, LLC $340.057.878 35 $9.715.939 30. Juni 2026
WARNER FINANCIAL, INC $340.104.372 145 $2.345.547 30. Juni 2026
ACT WEALTH MANAGEMENT, LLC $340.299.847 64 $5.317.185 30. Juni 2026
AVAII WEALTH MANAGEMENT, LLC $340.526.442 176 $1.934.809 30. Juni 2026
Coalescence Partners Investment Management, LP $340.583.412 12 $28.381.951 30. Juni 2026
Aikya Investment Management Ltd $340.618.604 5 $68.123.721 30. Juni 2026
Hixon Zuercher, LLC $340.805.607 88 $3.872.791 30. Juni 2026
McCollum Christoferson Group LLC $340.980.349 80 $4.262.254 30. Juni 2026
NORTHSTAR ASSET MANAGEMENT INC $341.237.518 91 $3.749.863 30. Juni 2026
Yeomans Consulting Group, Inc. $341.282.473 113 $3.020.199 31. Dezember 2025 Veraltet
Verger Capital Management LLC $341.363.992 13 $26.258.769 30. Juni 2026
Roberts Financial Services LLC $341.471.200 33 $10.347.612 30. Juni 2026
Western Financial Corp/CA $341.483.531 132 $2.586.996 30. Juni 2026
Owl Creek Wealth Partners LLC $341.797.685 1.289 $265.165 30. Juni 2026
Ferguson Shapiro LLC $341.830.198 91 $3.756.376 30. Juni 2026
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