Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | KIRR MARBACH & CO LLC /IN/ | $11.9M |
| 2 | Jefferson Bridge Capital, LLC | $1.3M |
| 3 | FCG Investment Co | $1.1M |
| 4 | Central Pacific Bank - Trust Division | $617.6K |
| 5 | Baader Bank Aktiengesellschaft | $463.2K |
| 6 | Police & Firemen's Retirement System of New Jersey | $315.9K |
| 7 | Ballentine Partners, LLC | $300.3K |
| 8 | Curated Wealth Partners LLC | $249.8K |
| 9 | SIGNATUREFD, LLC | $46.2K |
| 10 | Versant Capital Management, Inc | $41.7K |
| 11 | IFP Advisors, Inc | $40.9K |
| 12 | SBI Securities Co., Ltd. | $27.8K |
| 13 | Farther Finance Advisors, LLC | $10.9K |
| 14 | GAMMA Investing LLC | $6.9K |
| 15 | SJS Investment Consulting Inc. | $6.6K |
| 16 | MassMutual Private Wealth & Trust, FSB | $4.5K |
| 17 | Blue Trust, Inc. | $2.8K |
| 18 | Trust Co | $1.2K |
| 19 | EverSource Wealth Advisors, LLC | $1.1K |
| 20 | Hughes Financial Services, LLC | $309 |
| 21 | FNY Investment Advisers, LLC | $36 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$7.6M | |
| 2 | +$1.1M | |
| 3 | +$838.5K | |
| 4 | +$463.2K | |
| 5 | +$388.5K | |
| 6 | +$300.3K | |
| 7 | +$249.8K | |
| 8 | +$198.7K | |
| 9 | +$29.1K | |
| 10 | +$27.8K | |
| 11 | +$26.2K | |
| 12 | +$6.6K | |
| 13 | +$5.7K | |
| 14 | +$4.3K | |
| 15 | +$3.1K | |
| 16 | +$1.7K | |
| 17 | +$788 | |
| 18 | +$777 | |
| 19 | +$233 | |
| 20 | -$302 | |
| 21 | -$392 | |
| 22 | -$114.6K | |
| 23 | -$4.2M |