Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $9.4M |
| 2 | ISTHMUS PARTNERS, LLC | $5.1M |
| 3 | Harrington Investments, INC | $3.6M |
| 4 | Abacus Wealth Partners, LLC | $2.0M |
| 5 | NWAM LLC | $1.2M |
| 6 | Ballentine Partners, LLC | $1.2M |
| 7 | SummerHaven Investment Management, LLC | $1.0M |
| 8 | Y-Intercept (Hong Kong) Ltd | $620.8K |
| 9 | Police & Firemen's Retirement System of New Jersey | $300.3K |
| 10 | PFG Investments, LLC | $296.2K |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $229.8K |
| 12 | Abundance Wealth Counselors | $208.0K |
| 13 | SIGNATUREFD, LLC | $89.9K |
| 14 | GAMMA Investing LLC | $15.0K |
| 15 | Farther Finance Advisors, LLC | $12.3K |
| 16 | SJS Investment Consulting Inc. | $8.4K |
| 17 | VSM Wealth Advisory, LLC | $5.7K |
| 18 | EverSource Wealth Advisors, LLC | $2.6K |
| 19 | True Wealth Design, LLC | $2.0K |
| 20 | Physician Wealth Advisors, Inc. | $1.2K |
| 21 | IFP Advisors, Inc | $734 |
| 22 | State of Alaska, Department of Revenue | $55 |
| 23 | GHP Investment Advisors, Inc. | $46 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$2.6M | |
| 2 | +$750.4K | |
| 3 | +$620.8K | |
| 4 | +$575.1K | |
| 5 | +$497.3K | |
| 6 | +$229.8K | |
| 7 | +$208.0K | |
| 8 | +$199.0K | |
| 9 | +$160.3K | |
| 10 | +$46.5K | |
| 11 | +$46.0K | |
| 12 | +$26.0K | |
| 13 | +$8.4K | |
| 14 | +$2.7K | |
| 15 | +$2.3K | |
| 16 | +$887 | |
| 17 | +$501 | |
| 18 | +$8 | |
| 19 | +$7 | |
| 20 | -$121 | |
| 21 | -$495 | |
| 22 | -$507 | |
| 23 | -$4.9K | |
| 24 | -$655.8K |