Snapshot holdings29 / 29 loaded
| # | ||
|---|---|---|
| 1 | Benefit Street Partners LLC | $2.0M |
| 2 | CONGRESS ASSET MANAGEMENT CO | $1.2M |
| 3 | Tempus Wealth Planning, LLC | $454.2K |
| 4 | Police & Firemen's Retirement System of New Jersey | $176.2K |
| 5 | ERn Financial, LLC | $160.3K |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $146.0K |
| 7 | SIGNATUREFD, LLC | $135.1K |
| 8 | Williams & Novak, LLC | $78.5K |
| 9 | Sequoia Financial Advisors, LLC | $77.6K |
| 10 | Abel Hall, LLC | $76.7K |
| 11 | Merit Financial Group, LLC | $72.5K |
| 12 | Allied Private Wealth LLC | $20.5K |
| 13 | WOLFF WIESE MAGANA LLC | $16.3K |
| 14 | GAMMA Investing LLC | $14.8K |
| 15 | Versant Capital Management, Inc | $14.4K |
| 16 | Farther Finance Advisors, LLC | $10.8K |
| 17 | HARBOR INVESTMENT ADVISORY, LLC | $9.0K |
| 18 | MassMutual Private Wealth & Trust, FSB | $4.9K |
| 19 | IFP Advisors, Inc | $3.1K |
| 20 | EverSource Wealth Advisors, LLC | $3.0K |
| 21 | Fortitude Family Office, LLC | $1.5K |
| 22 | SJS Investment Consulting Inc. | $1.2K |
| 23 | Bogart Wealth, LLC | $1.0K |
| 24 | SBI Securities Co., Ltd. | $732 |
| 25 | True Wealth Design, LLC | $608 |
| 26 | CoreCap Advisors, LLC | $211 |
| 27 | Wealth Enhancement Trust Services, Inc. | $98 |
| 28 | State of Alaska, Department of Revenue | $36 |
| 29 | FNY Investment Advisers, LLC | $27 |
Manager changes2026-06-30 vs 2026-03-3131 / 31 loaded
| # | ||
|---|---|---|
| 1 | +$2.0M | |
| 2 | +$723.6K | |
| 3 | +$146.0K | |
| 4 | +$102.1K | |
| 5 | +$92.9K | |
| 6 | +$90.6K | |
| 7 | +$77.6K | |
| 8 | +$76.7K | |
| 9 | +$74.4K | |
| 10 | +$72.5K | |
| 11 | +$40.5K | |
| 12 | +$14.4K | |
| 13 | +$9.4K | |
| 14 | +$8.6K | |
| 15 | +$8.5K | |
| 16 | +$5.2K | |
| 17 | +$3.7K | |
| 18 | +$3.1K | |
| 19 | +$2.2K | |
| 20 | +$1.2K | |
| 21 | +$1.0K | |
| 22 | +$874 | |
| 23 | +$496 | |
| 24 | +$424 | |
| 25 | +$122 | |
| 26 | +$98 | |
| 27 | +$21 | |
| 28 | +$16 | |
| 29 | -$2.2K | |
| 30 | -$27.4K | |
| 31 | -$138.7K |