Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $9.9M |
| 2 | Assenagon Asset Management S.A. | $919.9K |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $322.5K |
| 4 | Diversified Trust Co | $226.3K |
| 5 | Police & Firemen's Retirement System of New Jersey | $174.5K |
| 6 | Bouvel Investment Partners, LLC | $58.4K |
| 7 | Merit Financial Group, LLC | $47.4K |
| 8 | Aprio Wealth Management, LLC | $43.8K |
| 9 | Williams & Novak, LLC | $36.6K |
| 10 | Abel Hall, LLC | $30.4K |
| 11 | EverSource Wealth Advisors, LLC | $16.3K |
| 12 | Curated Wealth Partners LLC | $11.5K |
| 13 | True Wealth Design, LLC | $9.0K |
| 14 | Essential Investment Partners LLC | $7.3K |
| 15 | BURKETT FINANCIAL SERVICES, LLC | $7.1K |
| 16 | Fortitude Family Office, LLC | $3.8K |
| 17 | CoreCap Advisors, LLC | $2.9K |
| 18 | Farther Finance Advisors, LLC | $2.1K |
| 19 | IFP Advisors, Inc | $1.6K |
| 20 | GAMMA Investing LLC | $1.2K |
| 21 | SJS Investment Consulting Inc. | $836 |
| 22 | SIMS INVESTMENT MANAGEMENT, LLC | $584 |
| 23 | Physician Wealth Advisors, Inc. | $403 |
| 24 | Capital Advisors, Ltd. LLC | $26 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$269.3K | |
| 2 | +$226.3K | |
| 3 | +$131.4K | |
| 4 | +$65.7K | |
| 5 | +$58.4K | |
| 6 | +$19.5K | |
| 7 | +$16.5K | |
| 8 | +$13.4K | |
| 9 | +$11.5K | |
| 10 | +$11.0K | |
| 11 | +$5.8K | |
| 12 | +$3.8K | |
| 13 | +$3.4K | |
| 14 | +$2.8K | |
| 15 | +$2.7K | |
| 16 | +$1.3K | |
| 17 | +$1.1K | |
| 18 | +$785 | |
| 19 | +$584 | |
| 20 | +$403 | |
| 21 | +$10 | |
| 22 | -$273 | |
| 23 | -$322 | |
| 24 | -$786 | |
| 25 | -$20.1K | |
| 26 | -$34.8K | |
| 27 | -$1.4M |