Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $16.0M |
| 2 | HERALD INVESTMENT MANAGEMENT Ltd | $5.1M |
| 3 | ISTHMUS PARTNERS, LLC | $3.2M |
| 4 | CHATHAM CAPITAL GROUP, INC. | $2.2M |
| 5 | Conestoga Capital Advisors, LLC | $1.7M |
| 6 | ALBERT D MASON INC | $1.4M |
| 7 | SIERRA SUMMIT ADVISORS LLC | $1.0M |
| 8 | Venturi Wealth Management, LLC | $312.5K |
| 9 | ZWJ INVESTMENT COUNSEL INC | $305.0K |
| 10 | FLAGSHIP HARBOR ADVISORS, LLC | $296.9K |
| 11 | Police & Firemen's Retirement System of New Jersey | $138.1K |
| 12 | Farther Finance Advisors, LLC | $107.8K |
| 13 | IFP Advisors, Inc | $107.1K |
| 14 | Hilltop National Bank | $30.2K |
| 15 | Cape Investment Advisory, Inc. | $26.3K |
| 16 | Catalyst Capital Advisors LLC | $22.3K |
| 17 | SIGNATUREFD, LLC | $17.1K |
| 18 | Curated Wealth Partners LLC | $10.6K |
| 19 | GGM Financial LLC | $9.3K |
| 20 | Bank of New Hampshire | $5.6K |
| 21 | SBI Securities Co., Ltd. | $2.8K |
| 22 | Hughes Financial Services, LLC | $23 |
| 23 | State of Alaska, Department of Revenue | $19 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$4.0M | |
| 2 | +$1.0M | |
| 3 | +$531.5K | |
| 4 | +$375.6K | |
| 5 | +$305.0K | |
| 6 | +$238.8K | |
| 7 | +$212.0K | |
| 8 | +$60.3K | |
| 9 | +$58.0K | |
| 10 | +$49.7K | |
| 11 | +$44.9K | |
| 12 | +$26.3K | |
| 13 | +$10.6K | |
| 14 | +$9.3K | |
| 15 | +$7.9K | |
| 16 | +$6.4K | |
| 17 | +$4.4K | |
| 18 | +$621 | |
| 19 | +$23 | |
| 20 | +$3 | |
| 21 | -$23 | |
| 22 | -$159 | |
| 23 | -$4.3K | |
| 24 | -$44.3K | |
| 25 | -$313.2K | |
| 26 | -$753.7K |