Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | Adams Asset Advisors, LLC | $72.3M |
| 2 | HENNESSY ADVISORS INC | $10.2M |
| 3 | DAVENPORT & Co LLC | $3.4M |
| 4 | Plancorp, LLC | $1.8M |
| 5 | Valeo Financial Advisors, LLC | $1.4M |
| 6 | Ellsworth Advisors, LLC | $1.2M |
| 7 | O'Keefe Stevens Advisory, Inc. | $1.0M |
| 8 | Y-Intercept (Hong Kong) Ltd | $879.4K |
| 9 | Police & Firemen's Retirement System of New Jersey | $741.5K |
| 10 | J.W. COLE ADVISORS, INC. | $522.8K |
| 11 | Premier Path Wealth Partners, LLC | $439.4K |
| 12 | SAPIENT CAPITAL LLC | $348.6K |
| 13 | IFP Advisors, Inc | $72.0K |
| 14 | GAMMA Investing LLC | $20.4K |
| 15 | Spire Wealth Management | $16.2K |
| 16 | Curated Wealth Partners LLC | $11.4K |
| 17 | SALEM INVESTMENT COUNSELORS INC | $10.8K |
| 18 | EverSource Wealth Advisors, LLC | $3.7K |
| 19 | Farther Finance Advisors, LLC | $360 |
| 20 | State of Alaska, Department of Revenue | $111 |
| 21 | Hughes Financial Services, LLC | $72 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$10.2M | |
| 2 | +$2.0M | |
| 3 | +$1.2M | |
| 4 | +$879.4K | |
| 5 | +$522.8K | |
| 6 | +$266.9K | |
| 7 | +$51.6K | |
| 8 | +$22.9K | |
| 9 | +$11.4K | |
| 10 | +$1.2K | |
| 11 | +$1.0K | |
| 12 | +$371 | |
| 13 | +$240 | |
| 14 | +$72 | |
| 15 | +$54 | |
| 16 | +$36 | |
| 17 | +$14 | |
| 18 | +$1 | |
| 19 | -$475 | |
| 20 | -$22.7K | |
| 21 | -$359.0K | |
| 22 | -$42.7M |