Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Assenagon Asset Management S.A. | $18.1M |
| 2 | Kopion Asset Management, LLC | $3.3M |
| 3 | Penbrook Management LLC | $3.2M |
| 4 | PERKINS CAPITAL MANAGEMENT INC | $3.1M |
| 5 | Conestoga Capital Advisors, LLC | $2.5M |
| 6 | MARATHON CAPITAL MANAGEMENT | $1.1M |
| 7 | Evanson Financial, LLC | $785.0K |
| 8 | SIERRA SUMMIT ADVISORS LLC | $707.4K |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $324.6K |
| 10 | Diversified Trust Co | $300.1K |
| 11 | Avanza Fonder AB | $263.5K |
| 12 | Police & Firemen's Retirement System of New Jersey | $241.3K |
| 13 | Financial Perspectives, Inc | $38.2K |
| 14 | GAMMA Investing LLC | $27.4K |
| 15 | EverSource Wealth Advisors, LLC | $26.0K |
| 16 | SBI Securities Co., Ltd. | $23.2K |
| 17 | MJT & Associates Financial Advisory Group, Inc. | $18.8K |
| 18 | Versant Capital Management, Inc | $17.3K |
| 19 | IFP Advisors, Inc | $6.4K |
| 20 | Farther Finance Advisors, LLC | $3.8K |
| 21 | Fortitude Family Office, LLC | $2.9K |
| 22 | True Wealth Design, LLC | $2.3K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$5.7M | |
| 2 | +$1.6M | |
| 3 | +$1.5M | |
| 4 | +$1.5M | |
| 5 | +$1.2M | |
| 6 | +$581.6K | |
| 7 | +$334.3K | |
| 8 | +$300.1K | |
| 9 | +$161.5K | |
| 10 | +$137.9K | |
| 11 | +$124.5K | |
| 12 | +$23.1K | |
| 13 | +$18.0K | |
| 14 | +$14.0K | |
| 15 | +$10.9K | |
| 16 | +$8.9K | |
| 17 | +$8.2K | |
| 18 | +$3.3K | |
| 19 | +$2.9K | |
| 20 | +$1.9K | |
| 21 | +$911 |