Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Y-Intercept (Hong Kong) Ltd | $4.2M |
| 2 | Hennion & Walsh Asset Management, Inc. | $2.9M |
| 3 | China Universal Asset Management Co., Ltd. | $354.5K |
| 4 | Diversified Trust Co | $352.9K |
| 5 | Police & Firemen's Retirement System of New Jersey | $261.6K |
| 6 | Allegheny Financial Group | $245.0K |
| 7 | AlphaCentric Advisors LLC | $142.0K |
| 8 | Crown Wealth Group, LLC | $135.7K |
| 9 | SBI Securities Co., Ltd. | $132.6K |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $117.5K |
| 11 | Balefire, LLC | $85.7K |
| 12 | Merit Financial Group, LLC | $63.4K |
| 13 | Mirae Asset Global Investments Co., Ltd. | $41.8K |
| 14 | Farther Finance Advisors, LLC | $4.2K |
| 15 | GAMMA Investing LLC | $3.3K |
| 16 | IFP Advisors, Inc | $3.2K |
| 17 | EverSource Wealth Advisors, LLC | $3.2K |
| 18 | Fortitude Family Office, LLC | $2.8K |
| 19 | True Wealth Design, LLC | $1.6K |
| 20 | Physician Wealth Advisors, Inc. | $1.5K |
| 21 | SJS Investment Consulting Inc. | $115 |
| 22 | MOUNT VERNON ASSOCIATES INC /MD/ | $60 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$352.9K | |
| 2 | +$135.7K | |
| 3 | +$71.6K | |
| 4 | +$62.0K | |
| 5 | +$34.9K | |
| 6 | +$7.3K | |
| 7 | +$6.2K | |
| 8 | +$3.9K | |
| 9 | +$3.9K | |
| 10 | +$2.6K | |
| 11 | +$2.3K | |
| 12 | +$1.5K | |
| 13 | +$45 | |
| 14 | +$22 | |
| 15 | +$20 | |
| 16 | +$2 | |
| 17 | -$83 | |
| 18 | -$168 | |
| 19 | -$324 | |
| 20 | -$3.1K | |
| 21 | -$3.2K | |
| 22 | -$60.5K | |
| 23 | -$3.1M |