Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $10.0M |
| 2 | Kopion Asset Management, LLC | $9.3M |
| 3 | Cardinal Point Capital Management ULC | $893.5K |
| 4 | EQUITABLE TRUST CO | $843.2K |
| 5 | D.A. DAVIDSON & CO. | $285.8K |
| 6 | BFSG, LLC | $177.8K |
| 7 | Clarus Group, Inc. | $153.2K |
| 8 | Police & Firemen's Retirement System of New Jersey | $130.6K |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $62.3K |
| 10 | Sequoia Financial Advisors, LLC | $61.8K |
| 11 | Procyon Advisors, LLC | $58.6K |
| 12 | Blackhawk Capital Partners, LLC | $47.7K |
| 13 | Atlatl Advisers LLC | $5.9K |
| 14 | EverSource Wealth Advisors, LLC | $4.5K |
| 15 | SIGNATUREFD, LLC | $1.6K |
| 16 | Spire Wealth Management | $1.3K |
| 17 | IFP Advisors, Inc | $1.0K |
| 18 | GAMMA Investing LLC | $789 |
| 19 | Farther Finance Advisors, LLC | $662 |
| 20 | Marquette Asset Management, LLC | $629 |
| 21 | SBI Securities Co., Ltd. | $218 |
| 22 | SJS Investment Consulting Inc. | $184 |
| 23 | State of Alaska, Department of Revenue | $23 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$3.1M | |
| 2 | +$1.8M | |
| 3 | +$475.3K | |
| 4 | +$165.1K | |
| 5 | +$73.8K | |
| 6 | +$62.3K | |
| 7 | +$61.8K | |
| 8 | +$56.0K | |
| 9 | +$39.8K | |
| 10 | +$25.6K | |
| 11 | +$11.6K | |
| 12 | +$9.3K | |
| 13 | +$5.9K | |
| 14 | +$1.3K | |
| 15 | +$629 | |
| 16 | +$458 | |
| 17 | +$318 | |
| 18 | +$125 | |
| 19 | +$65 | |
| 20 | +$42 | |
| 21 | +$5 | |
| 22 | -$767 | |
| 23 | -$991 | |
| 24 | -$9.2K |