Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | PATTON ALBERTSON MILLER GROUP, LLC | $25.8M |
| 2 | Kings Path Partners LLC | $648.6K |
| 3 | Police & Firemen's Retirement System of New Jersey | $206.0K |
| 4 | Versant Capital Management, Inc | $85.6K |
| 5 | Hickory Point Bank & Trust | $75.1K |
| 6 | Blue Trust, Inc. | $22.9K |
| 7 | GAMMA Investing LLC | $18.9K |
| 8 | Abound Wealth Management | $12.4K |
| 9 | MassMutual Private Wealth & Trust, FSB | $7.2K |
| 10 | SIGNATUREFD, LLC | $3.9K |
| 11 | EverSource Wealth Advisors, LLC | $2.3K |
| 12 | Farther Finance Advisors, LLC | $2.2K |
| 13 | SBI Securities Co., Ltd. | $530 |
| 14 | State of Alaska, Department of Revenue | $154 |
| 15 | IFP Advisors, Inc | $133 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$10.1M | |
| 2 | +$414.0K | |
| 3 | +$79.4K | |
| 4 | +$33.0K | |
| 5 | +$29.0K | |
| 6 | +$8.8K | |
| 7 | +$8.2K | |
| 8 | +$4.8K | |
| 9 | +$1.5K | |
| 10 | +$1.1K | |
| 11 | +$1.1K | |
| 12 | +$977 | |
| 13 | +$204 | |
| 14 | +$59 | |
| 15 | +$52 |