Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Crews Bank & Trust | $2.1M |
| 2 | WEDGE CAPITAL MANAGEMENT L L P/NC | $1.0M |
| 3 | Tactive Advisors, LLC | $610.7K |
| 4 | Cox Capital Mgt LLC | $281.1K |
| 5 | Welch Group, LLC | $258.5K |
| 6 | Sowell Financial Services LLC | $216.0K |
| 7 | Farther Finance Advisors, LLC | $87.7K |
| 8 | Police & Firemen's Retirement System of New Jersey | $72.6K |
| 9 | Versant Capital Management, Inc | $4.6K |
| 10 | Bogart Wealth, LLC | $2.0K |
| 11 | SBI Securities Co., Ltd. | $1.2K |
| 12 | SIGNATUREFD, LLC | $921 |
| 13 | GAMMA Investing LLC | $588 |
| 14 | EverSource Wealth Advisors, LLC | $388 |
| 15 | True Wealth Design, LLC | $100 |
| 16 | Hughes Financial Services, LLC | $67 |
| 17 | State of Alaska, Department of Revenue | $57 |
| 18 | SJS Investment Consulting Inc. | $45 |
| 19 | IFP Advisors, Inc | $44 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$360.7K | |
| 2 | +$95.4K | |
| 3 | +$2.9K | |
| 4 | +$70 | |
| 5 | $0 | |
| 6 | -$1 | |
| 7 | -$2 | |
| 8 | -$11 | |
| 9 | -$26 | |
| 10 | -$34 | |
| 11 | -$57 | |
| 12 | -$362 | |
| 13 | -$625 | |
| 14 | -$981 | |
| 15 | -$2.6K | |
| 16 | -$2.9K | |
| 17 | -$3.5K | |
| 18 | -$3.8K | |
| 19 | -$28.4K | |
| 20 | -$124.3K | |
| 21 | -$371.1K | |
| 22 | -$1.1M |