Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | VIKING FUND MANAGEMENT LLC | $2.3M |
| 2 | Hennion & Walsh Asset Management, Inc. | $903.6K |
| 3 | Central Pacific Bank - Trust Division | $794.1K |
| 4 | Curated Wealth Partners LLC | $505.4K |
| 5 | Welch Group, LLC | $398.9K |
| 6 | ANCHYRA PARTNERS LLC | $202.1K |
| 7 | SIGNATUREFD, LLC | $51.1K |
| 8 | Farther Finance Advisors, LLC | $17.4K |
| 9 | SBI Securities Co., Ltd. | $10.7K |
| 10 | SJS Investment Consulting Inc. | $6.3K |
| 11 | EverSource Wealth Advisors, LLC | $5.4K |
| 12 | GAMMA Investing LLC | $5.3K |
| 13 | Versant Capital Management, Inc | $4.0K |
| 14 | Ares Financial Consulting, LLC | $3.6K |
| 15 | State of Alaska, Department of Revenue | $3.1K |
| 16 | Creative Capital Management Investments LLC | $363 |
| 17 | Valued Wealth Advisors LLC | $327 |
| 18 | Fortitude Family Office, LLC | $254 |
| 19 | AdvisorNet Financial, Inc | $181 |
| 20 | IFP Advisors, Inc | $181 |
| 21 | DiNuzzo Private Wealth, Inc. | $109 |
| 22 | LRI Investments, LLC | $73 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$2.3M | |
| 2 | +$505.4K | |
| 3 | +$202.1K | |
| 4 | +$12.6K | |
| 5 | +$9.2K | |
| 6 | +$6.2K | |
| 7 | +$363 | |
| 8 | +$327 | |
| 9 | +$73 | |
| 10 | -$50 | |
| 11 | -$92 | |
| 12 | -$92 | |
| 13 | -$96 | |
| 14 | -$161 | |
| 15 | -$214 | |
| 16 | -$254 | |
| 17 | -$508 | |
| 18 | -$1.1K | |
| 19 | -$1.1K | |
| 20 | -$1.3K | |
| 21 | -$1.5K | |
| 22 | -$11.9K | |
| 23 | -$12.5K | |
| 24 | -$74.7K | |
| 25 | -$108.7K | |
| 26 | -$216.4K |