Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | CWA Asset Management Group, LLC | $1.6M |
| 2 | Capital Advantage, Inc. | $569.3K |
| 3 | SHAYNE & JACOBS, LLC | $498.4K |
| 4 | Mraz, Amerine & Associates, Inc. | $414.2K |
| 5 | EQUITABLE TRUST CO | $400.4K |
| 6 | Police & Firemen's Retirement System of New Jersey | $253.7K |
| 7 | Cross Staff Investments Inc | $240.5K |
| 8 | HM PAYSON & CO | $15.0K |
| 9 | EverSource Wealth Advisors, LLC | $10.8K |
| 10 | GAMMA Investing LLC | $10.2K |
| 11 | Aquamarine Zurich AG | $6.9K |
| 12 | Hughes Financial Services, LLC | $3.0K |
| 13 | Versant Capital Management, Inc | $2.4K |
| 14 | TFC Financial Management, Inc. | $602 |
| 15 | Blue Trust, Inc. | $601 |
| 16 | SIGNATUREFD, LLC | $601 |
| 17 | State of Alaska, Department of Revenue | $36 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$240.5K | |
| 2 | +$108.2K | |
| 3 | +$90.2K | |
| 4 | +$81.9K | |
| 5 | +$79.2K | |
| 6 | +$55.1K | |
| 7 | +$3.6K | |
| 8 | +$2.5K | |
| 9 | +$1.4K | |
| 10 | +$958 | |
| 11 | +$119 | |
| 12 | +$119 | |
| 13 | +$119 | |
| 14 | +$8 | |
| 15 | -$483 | |
| 16 | -$496 | |
| 17 | -$874 | |
| 18 | -$39.5K | |
| 19 | -$69.4K | |
| 20 | -$443.8K |