Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Swedbank AB | $6.4M |
| 2 | EQUITABLE TRUST CO | $1.7M |
| 3 | Curated Wealth Partners LLC | $1.2M |
| 4 | Post Resch Tallon Group Inc. | $1.1M |
| 5 | Penbrook Management LLC | $699.8K |
| 6 | Skylands Capital, LLC | $386.2K |
| 7 | Abel Hall, LLC | $118.4K |
| 8 | Procyon Advisors, LLC | $106.6K |
| 9 | Police & Firemen's Retirement System of New Jersey | $63.4K |
| 10 | Versant Capital Management, Inc | $50.9K |
| 11 | Oakworth Capital, Inc. | $40.6K |
| 12 | GAMMA Investing LLC | $6.0K |
| 13 | IFP Advisors, Inc | $556 |
| 14 | SIGNATUREFD, LLC | $548 |
| 15 | EverSource Wealth Advisors, LLC | $444 |
| 16 | Farther Finance Advisors, LLC | $246 |
| 17 | SBI Securities Co., Ltd. | $111 |
| 18 | Torren Management, LLC | $79 |
| 19 | SJS Investment Consulting Inc. | $8 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$727.9K | |
| 3 | +$118.4K | |
| 4 | +$36.7K | |
| 5 | +$358 | |
| 6 | +$46 | |
| 7 | -$1 | |
| 8 | -$4 | |
| 9 | -$18 | |
| 10 | -$45 | |
| 11 | -$325 | |
| 12 | -$2.4K | |
| 13 | -$5.2K | |
| 14 | -$5.3K | |
| 15 | -$8.1K | |
| 16 | -$8.9K | |
| 17 | -$14.7K | |
| 18 | -$71.1K | |
| 19 | -$87.5K | |
| 20 | -$202.1K | |
| 21 | -$528.0K |