Snapshot holdings28 / 28 loaded
| # | ||
|---|---|---|
| 1 | Assenagon Asset Management S.A. | $2.8M |
| 2 | EQUITABLE TRUST CO | $334.0K |
| 3 | NorthCrest Asset Manangement, LLC | $283.3K |
| 4 | Apollon Wealth Management, LLC | $203.5K |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $176.3K |
| 6 | Red Door Wealth Management, LLC | $130.3K |
| 7 | Bison Wealth, LLC | $122.0K |
| 8 | Police & Firemen's Retirement System of New Jersey | $111.4K |
| 9 | Horrell Capital Management, Inc. | $67.3K |
| 10 | Sequoia Financial Advisors, LLC | $64.0K |
| 11 | Wealthcare Advisory Partners LLC | $45.9K |
| 12 | Valeo Financial Advisors, LLC | $40.6K |
| 13 | Merit Financial Group, LLC | $38.7K |
| 14 | Investors Research Corp | $34.7K |
| 15 | IFP Advisors, Inc | $30.6K |
| 16 | EverSource Wealth Advisors, LLC | $5.6K |
| 17 | SIGNATUREFD, LLC | $3.3K |
| 18 | True Wealth Design, LLC | $3.1K |
| 19 | Farther Finance Advisors, LLC | $2.8K |
| 20 | SBI Securities Co., Ltd. | $1.6K |
| 21 | Physician Wealth Advisors, Inc. | $1.3K |
| 22 | Fortitude Family Office, LLC | $1.0K |
| 23 | Bogart Wealth, LLC | $822 |
| 24 | GAMMA Investing LLC | $658 |
| 25 | Versant Capital Management, Inc | $501 |
| 26 | DHJJ Financial Advisors, Ltd. | $488 |
| 27 | SJS Investment Consulting Inc. | $401 |
| 28 | Capital Advisors, Ltd. LLC | $0 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$815.9K | |
| 2 | +$127.8K | |
| 3 | +$67.1K | |
| 4 | +$64.0K | |
| 5 | +$40.0K | |
| 6 | +$38.7K | |
| 7 | +$26.8K | |
| 8 | +$25.5K | |
| 9 | +$15.6K | |
| 10 | +$13.3K | |
| 11 | +$7.7K | |
| 12 | +$4.1K | |
| 13 | +$3.3K | |
| 14 | +$3.3K | |
| 15 | +$3.3K | |
| 16 | +$2.3K | |
| 17 | +$2.2K | |
| 18 | +$1.7K | |
| 19 | +$1.6K | |
| 20 | +$1.0K | |
| 21 | +$822 | |
| 22 | +$401 | |
| 23 | +$150 | |
| 24 | +$60 | |
| 25 | +$58 | |
| 26 | $0 | |
| 27 | -$105 | |
| 28 | -$280 | |
| 29 | -$39.6K |