Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | HERALD INVESTMENT MANAGEMENT Ltd | $7.1M |
| 2 | Decker Retirement Planning Inc. | $2.7M |
| 3 | Baader Bank Aktiengesellschaft | $1.9M |
| 4 | Rathbones Group PLC | $1.3M |
| 5 | CoreCap Advisors, LLC | $674.0K |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $540.9K |
| 7 | Police & Firemen's Retirement System of New Jersey | $429.7K |
| 8 | Abel Hall, LLC | $283.8K |
| 9 | GREENLEAF TRUST | $259.4K |
| 10 | Curated Wealth Partners LLC | $235.2K |
| 11 | Olympiad Research LP | $205.4K |
| 12 | Interchange Capital Partners, LLC | $141.9K |
| 13 | Merit Financial Group, LLC | $140.1K |
| 14 | SBI Securities Co., Ltd. | $106.5K |
| 15 | EverSource Wealth Advisors, LLC | $18.5K |
| 16 | Activest Wealth Management | $12.9K |
| 17 | Owl Creek Wealth Partners LLC | $11.1K |
| 18 | SJS Investment Consulting Inc. | $10.1K |
| 19 | Farther Finance Advisors, LLC | $5.8K |
| 20 | Cape Investment Advisory, Inc. | $5.2K |
| 21 | Golden State Wealth Management, LLC | $3.9K |
| 22 | Marquette Asset Management, LLC | $2.2K |
| 23 | GAMMA Investing LLC | $2.1K |
| 24 | MassMutual Private Wealth & Trust, FSB | $1.5K |
| 25 | True Wealth Design, LLC | $813 |
| 26 | IFP Advisors, Inc | $129 |
| 27 | State of Alaska, Department of Revenue | $63 |
Manager changes2026-06-30 vs 2026-03-3133 / 33 loaded
| # | ||
|---|---|---|
| 1 | +$5.4M | |
| 2 | +$2.7M | |
| 3 | +$1.1M | |
| 4 | +$721.2K | |
| 5 | +$674.0K | |
| 6 | +$442.1K | |
| 7 | +$348.8K | |
| 8 | +$235.2K | |
| 9 | +$218.8K | |
| 10 | +$205.4K | |
| 11 | +$203.1K | |
| 12 | +$141.9K | |
| 13 | +$140.1K | |
| 14 | +$81.6K | |
| 15 | +$14.1K | |
| 16 | +$10.1K | |
| 17 | +$10.0K | |
| 18 | +$8.6K | |
| 19 | +$5.6K | |
| 20 | +$5.2K | |
| 21 | +$3.9K | |
| 22 | +$2.2K | |
| 23 | +$1.5K | |
| 24 | +$490 | |
| 25 | +$355 | |
| 26 | -$111 | |
| 27 | -$288 | |
| 28 | -$1.6K | |
| 29 | -$28.9K | |
| 30 | -$43.7K | |
| 31 | -$86.8K | |
| 32 | -$242.9K | |
| 33 | -$1.7M |