Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | DAVENPORT & Co LLC | $15.8M |
| 2 | LEE DANNER & BASS INC | $1.0M |
| 3 | Mraz, Amerine & Associates, Inc. | $364.1K |
| 4 | SummerHaven Investment Management, LLC | $280.9K |
| 5 | BFSG, LLC | $211.6K |
| 6 | Police & Firemen's Retirement System of New Jersey | $76.5K |
| 7 | GAMMA Investing LLC | $27.5K |
| 8 | EverSource Wealth Advisors, LLC | $8.6K |
| 9 | IFP Advisors, Inc | $7.7K |
| 10 | Farther Finance Advisors, LLC | $6.4K |
| 11 | SIGNATUREFD, LLC | $3.0K |
| 12 | LAM GROUP, INC. | $2.7K |
| 13 | True Wealth Design, LLC | $2.1K |
| 14 | SJS Investment Consulting Inc. | $1.6K |
| 15 | SBI Securities Co., Ltd. | $106 |
| 16 | State of Alaska, Department of Revenue | $66 |
| 17 | GILPIN WEALTH MANAGEMENT, LLC | $54 |
| 18 | Cedar Mountain Advisors, LLC | $53 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$28.5K | |
| 2 | +$3.5K | |
| 3 | +$1.6K | |
| 4 | +$1.6K | |
| 5 | +$53 | |
| 6 | +$15 | |
| 7 | -$20 | |
| 8 | -$38 | |
| 9 | -$144 | |
| 10 | -$182 | |
| 11 | -$247 | |
| 12 | -$377 | |
| 13 | -$912 | |
| 14 | -$1.3K | |
| 15 | -$1.9K | |
| 16 | -$9.4K | |
| 17 | -$36.3K | |
| 18 | -$36.5K | |
| 19 | -$54.9K | |
| 20 | -$201.5K | |
| 21 | -$259.9K | |
| 22 | -$261.2K | |
| 23 | -$296.2K | |
| 24 | -$730.4K | |
| 25 | -$909.0K | |
| 26 | -$6.5M |