Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $62.2M |
| 2 | SIERRA SUMMIT ADVISORS LLC | $1.4M |
| 3 | LAVELLE CAPITAL LP | $490.2K |
| 4 | Yorktown Management & Research Co Inc | $413.9K |
| 5 | Harbour Capital Advisors, LLC | $361.3K |
| 6 | RiverPark Advisors, LLC | $289.8K |
| 7 | Thrive Wealth Management, LLC | $240.0K |
| 8 | LANARK FINANCIAL, INC. | $67.5K |
| 9 | TOTH FINANCIAL ADVISORY CORP | $60.0K |
| 10 | Essential Investment Partners LLC | $6.0K |
| 11 | WOLFF WIESE MAGANA LLC | $4.8K |
| 12 | SBI Securities Co., Ltd. | $4.2K |
| 13 | Physician Wealth Advisors, Inc. | $2.0K |
| 14 | Fortitude Family Office, LLC | $1.1K |
| 15 | Marquette Asset Management, LLC | $840 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$33.0M | |
| 2 | +$1.4M | |
| 3 | +$490.2K | |
| 4 | +$413.9K | |
| 5 | +$361.3K | |
| 6 | +$240.3K | |
| 7 | +$240.0K | |
| 8 | +$67.5K | |
| 9 | +$60.0K | |
| 10 | +$4.8K | |
| 11 | +$2.1K | |
| 12 | +$1.1K | |
| 13 | +$698 | |
| 14 | +$287 | |
| 15 | -$49.5K |