Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | HERALD INVESTMENT MANAGEMENT Ltd | $14.4M |
| 2 | Affinity Capital Advisors, LLC | $2.5M |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M |
| 4 | JUNCTURE WEALTH STRATEGIES, LLC | $763.3K |
| 5 | Net Worth Advisory Group | $591.8K |
| 6 | Police & Firemen's Retirement System of New Jersey | $501.9K |
| 7 | Mirae Asset Global Investments Co., Ltd. | $498.9K |
| 8 | Merit Financial Group, LLC | $325.4K |
| 9 | Curated Wealth Partners LLC | $242.4K |
| 10 | Olympiad Research LP | $213.2K |
| 11 | EverSource Wealth Advisors, LLC | $122.1K |
| 12 | GAMMA Investing LLC | $92.9K |
| 13 | Versant Capital Management, Inc | $55.9K |
| 14 | SBI Securities Co., Ltd. | $53.4K |
| 15 | Farther Finance Advisors, LLC | $40.7K |
| 16 | Owl Creek Wealth Partners LLC | $22.4K |
| 17 | IFP Advisors, Inc | $22.3K |
| 18 | True Wealth Design, LLC | $12.2K |
| 19 | Fortitude Family Office, LLC | $6.7K |
| 20 | Hughes Financial Services, LLC | $3.8K |
| 21 | SJS Investment Consulting Inc. | $3.5K |
| 22 | Wealth Enhancement Trust Services, Inc. | $2.5K |
| 23 | CoreCap Advisors, LLC | $2.1K |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$7.8M | |
| 2 | +$1.3M | |
| 3 | +$1.1M | |
| 4 | +$763.3K | |
| 5 | +$498.9K | |
| 6 | +$374.4K | |
| 7 | +$367.6K | |
| 8 | +$325.4K | |
| 9 | +$242.4K | |
| 10 | +$213.2K | |
| 11 | +$102.5K | |
| 12 | +$62.3K | |
| 13 | +$41.7K | |
| 14 | +$37.6K | |
| 15 | +$27.6K | |
| 16 | +$14.8K | |
| 17 | +$14.8K | |
| 18 | +$9.4K | |
| 19 | +$5.7K | |
| 20 | +$2.5K | |
| 21 | +$2.5K | |
| 22 | +$2.5K | |
| 23 | +$1.4K | |
| 24 | -$395 |