Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Diversified Trust Co | $4.8M |
| 2 | SIERRA SUMMIT ADVISORS LLC | $1.3M |
| 3 | Baader Bank Aktiengesellschaft | $510.1K |
| 4 | Allegheny Financial Group | $243.1K |
| 5 | CARY STREET PARTNERS FINANCIAL LLC | $233.8K |
| 6 | Police & Firemen's Retirement System of New Jersey | $229.4K |
| 7 | Mirae Asset Global Investments Co., Ltd. | $79.4K |
| 8 | SALEM INVESTMENT COUNSELORS INC | $30.6K |
| 9 | Versant Capital Management, Inc | $25.2K |
| 10 | GAMMA Investing LLC | $14.8K |
| 11 | SIGNATUREFD, LLC | $13.3K |
| 12 | EverSource Wealth Advisors, LLC | $11.8K |
| 13 | Fortitude Family Office, LLC | $6.6K |
| 14 | Farther Finance Advisors, LLC | $4.9K |
| 15 | Torren Management, LLC | $3.5K |
| 16 | True Wealth Design, LLC | $3.0K |
| 17 | Physician Wealth Advisors, Inc. | $3.0K |
| 18 | IFP Advisors, Inc | $1.5K |
| 19 | SJS Investment Consulting Inc. | $205 |
| 20 | State of Alaska, Department of Revenue | $109 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$1.8M | |
| 2 | +$1.3M | |
| 3 | +$510.1K | |
| 4 | +$243.1K | |
| 5 | +$233.8K | |
| 6 | +$104.3K | |
| 7 | +$79.4K | |
| 8 | +$12.1K | |
| 9 | +$9.6K | |
| 10 | +$7.9K | |
| 11 | +$4.6K | |
| 12 | +$3.0K | |
| 13 | +$2.1K | |
| 14 | +$1.7K | |
| 15 | +$1.1K | |
| 16 | +$526 | |
| 17 | +$387 | |
| 18 | +$205 | |
| 19 | +$35 | |
| 20 | -$15.9K |