Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | Pembroke Management, LTD | $6.1M |
| 2 | Linden Thomas Advisory Services, LLC | $3.3M |
| 3 | ISTHMUS PARTNERS, LLC | $2.9M |
| 4 | CHATHAM CAPITAL GROUP, INC. | $2.5M |
| 5 | Y-Intercept (Hong Kong) Ltd | $1.2M |
| 6 | JAMES INVESTMENT RESEARCH, INC. | $490.9K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $450.5K |
| 8 | Farther Finance Advisors, LLC | $334.7K |
| 9 | Avidian Wealth Enterprises, LLC | $320.9K |
| 10 | Police & Firemen's Retirement System of New Jersey | $259.8K |
| 11 | ADIRONDACK TRUST CO | $57.6K |
| 12 | Curated Wealth Partners LLC | $44.2K |
| 13 | SIGNATUREFD, LLC | $14.7K |
| 14 | JFS WEALTH ADVISORS, LLC | $14.2K |
| 15 | FIRST HORIZON CORP | $13.2K |
| 16 | IFP Advisors, Inc | $12.8K |
| 17 | EverSource Wealth Advisors, LLC | $11.2K |
| 18 | GAMMA Investing LLC | $9.8K |
| 19 | Retirement Wealth Solutions LLC | $9.6K |
| 20 | True Wealth Design, LLC | $3.8K |
| 21 | SJS Investment Consulting Inc. | $1.3K |
| 22 | Wealth Enhancement Trust Services, Inc. | $1.1K |
| 23 | CoreCap Advisors, LLC | $569 |
| 24 | State of Alaska, Department of Revenue | $51 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$203.6K | |
| 2 | +$162.7K | |
| 3 | +$72.9K | |
| 4 | +$44.2K | |
| 5 | +$40.6K | |
| 6 | +$11.2K | |
| 7 | +$3.8K | |
| 8 | +$3.8K | |
| 9 | +$1.1K | |
| 10 | +$1.1K | |
| 11 | +$796 | |
| 12 | +$569 | |
| 13 | +$70 | |
| 14 | -$7 | |
| 15 | -$648 | |
| 16 | -$1.3K | |
| 17 | -$1.8K | |
| 18 | -$2.0K | |
| 19 | -$7.4K | |
| 20 | -$21.5K | |
| 21 | -$35.8K | |
| 22 | -$53.9K | |
| 23 | -$67.6K | |
| 24 | -$83.8K | |
| 25 | -$221.4K | |
| 26 | -$288.8K | |
| 27 | -$725.9K | |
| 28 | -$1.8M |