Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $34.8M |
| 2 | Cox Capital Mgt LLC | $3.2M |
| 3 | Pembroke Management, LTD | $2.9M |
| 4 | Y-Intercept (Hong Kong) Ltd | $861.0K |
| 5 | Next Level Private LLC | $297.8K |
| 6 | Police & Firemen's Retirement System of New Jersey | $281.5K |
| 7 | Piscataqua Savings Bank | $83.4K |
| 8 | Versant Capital Management, Inc | $41.2K |
| 9 | SBI Securities Co., Ltd. | $12.4K |
| 10 | GAMMA Investing LLC | $11.2K |
| 11 | FIRST HORIZON CORP | $9.3K |
| 12 | MassMutual Private Wealth & Trust, FSB | $7.1K |
| 13 | Farther Finance Advisors, LLC | $6.1K |
| 14 | EverSource Wealth Advisors, LLC | $3.9K |
| 15 | Retirement Wealth Solutions LLC | $3.8K |
| 16 | SIGNATUREFD, LLC | $3.1K |
| 17 | Hughes Financial Services, LLC | $238 |
| 18 | State of Alaska, Department of Revenue | $191 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$2.9M | |
| 2 | +$861.0K | |
| 3 | +$307.4K | |
| 4 | +$69.5K | |
| 5 | +$29.0K | |
| 6 | +$3.4K | |
| 7 | +$2.3K | |
| 8 | +$1.0K | |
| 9 | +$777 | |
| 10 | +$633 | |
| 11 | +$383 | |
| 12 | +$372 | |
| 13 | +$238 | |
| 14 | +$231 | |
| 15 | +$193 | |
| 16 | +$19 | |
| 17 | -$860 | |
| 18 | -$88.6K | |
| 19 | -$259.3K | |
| 20 | -$2.2M |