Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $6.5M |
| 2 | Assenagon Asset Management S.A. | $1.7M |
| 3 | Diversified Trust Co | $1.4M |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $617.5K |
| 5 | PERKINS CAPITAL MANAGEMENT INC | $489.6K |
| 6 | Police & Firemen's Retirement System of New Jersey | $419.1K |
| 7 | Tactive Advisors, LLC | $374.0K |
| 8 | Blue Trust, Inc. | $296.2K |
| 9 | First Bank & Trust | $248.3K |
| 10 | Merit Financial Group, LLC | $238.5K |
| 11 | HARBOR INVESTMENT ADVISORY, LLC | $39.9K |
| 12 | Farther Finance Advisors, LLC | $39.5K |
| 13 | IFP Advisors, Inc | $23.1K |
| 14 | FIRST HORIZON CORP | $22.2K |
| 15 | Spire Wealth Management | $17.2K |
| 16 | EverSource Wealth Advisors, LLC | $10.9K |
| 17 | SIGNATUREFD, LLC | $8.2K |
| 18 | True Wealth Design, LLC | $6.2K |
| 19 | GAMMA Investing LLC | $3.8K |
| 20 | SJS Investment Consulting Inc. | $3.6K |
| 21 | SALEM INVESTMENT COUNSELORS INC | $3.1K |
| 22 | Owl Creek Wealth Partners LLC | $3.1K |
| 23 | Versant Capital Management, Inc | $1.3K |
| 24 | Wealth Enhancement Trust Services, Inc. | $1.2K |
| 25 | WEST PACES ADVISORS INC. | $700 |
| 26 | Handelsbanken Fonder AB | $638 |
| 27 | State of Alaska, Department of Revenue | $80 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$1.7M | |
| 2 | +$381.4K | |
| 3 | +$374.0K | |
| 4 | +$261.4K | |
| 5 | +$238.5K | |
| 6 | +$39.9K | |
| 7 | +$37.0K | |
| 8 | +$21.6K | |
| 9 | +$17.2K | |
| 10 | +$6.6K | |
| 11 | +$5.6K | |
| 12 | +$5.2K | |
| 13 | +$3.3K | |
| 14 | +$2.1K | |
| 15 | +$1.2K | |
| 16 | +$700 | |
| 17 | +$59 | |
| 18 | -$1 | |
| 19 | -$61 | |
| 20 | -$61 | |
| 21 | -$114 | |
| 22 | -$162 | |
| 23 | -$2.2K | |
| 24 | -$4.0K | |
| 25 | -$16.5K | |
| 26 | -$17.3K | |
| 27 | -$31.2K | |
| 28 | -$255.0K | |
| 29 | -$708.4K |