Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Uncommon Cents Investing LLC | $2.1M |
| 2 | Poehling Capital Management, INC. | $1.5M |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M |
| 4 | Mattern Wealth Management LLC | $505.4K |
| 5 | Wealth Enhancement Trust Services, Inc. | $400.7K |
| 6 | THOMPSON INVESTMENT MANAGEMENT, INC. | $380.3K |
| 7 | ERn Financial, LLC | $291.5K |
| 8 | Sequoia Financial Advisors, LLC | $254.8K |
| 9 | Atlatl Advisers LLC | $233.7K |
| 10 | Merit Financial Group, LLC | $225.2K |
| 11 | EVERGREEN CAPITAL MANAGEMENT LLC | $204.8K |
| 12 | Police & Firemen's Retirement System of New Jersey | $158.9K |
| 13 | Versant Capital Management, Inc | $42.7K |
| 14 | GAMMA Investing LLC | $21.7K |
| 15 | EverSource Wealth Advisors, LLC | $18.9K |
| 16 | Ares Financial Consulting, LLC | $17.9K |
| 17 | IFP Advisors, Inc | $13.8K |
| 18 | Farther Finance Advisors, LLC | $2.8K |
| 19 | SIGNATUREFD, LLC | $2.0K |
| 20 | True Wealth Design, LLC | $1.5K |
| 21 | SJS Investment Consulting Inc. | $569 |
| 22 | State of Alaska, Department of Revenue | $56 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$715.3K | |
| 2 | +$306.3K | |
| 3 | +$254.8K | |
| 4 | +$233.7K | |
| 5 | +$225.2K | |
| 6 | +$204.8K | |
| 7 | +$125.1K | |
| 8 | +$73.9K | |
| 9 | +$62.0K | |
| 10 | +$58.8K | |
| 11 | +$55.6K | |
| 12 | +$42.6K | |
| 13 | +$6.2K | |
| 14 | +$4.5K | |
| 15 | +$4.3K | |
| 16 | +$2.4K | |
| 17 | +$436 | |
| 18 | +$266 | |
| 19 | +$191 | |
| 20 | +$8 | |
| 21 | -$6.2K | |
| 22 | -$47.0K |