Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | DAVENPORT & Co LLC | $1.1M |
| 2 | SummerHaven Investment Management, LLC | $807.4K |
| 3 | Assenagon Asset Management S.A. | $460.7K |
| 4 | SIGNATUREFD, LLC | $230.5K |
| 5 | SHEETS SMITH WEALTH MANAGEMENT | $212.5K |
| 6 | CHATHAM CAPITAL GROUP, INC. | $209.6K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $200.5K |
| 8 | Police & Firemen's Retirement System of New Jersey | $199.8K |
| 9 | GAMMA Investing LLC | $73.6K |
| 10 | CITY HOLDING CO | $46.3K |
| 11 | FINANCIAL CONSULATE, INC | $44.4K |
| 12 | Versant Capital Management, Inc | $14.5K |
| 13 | LANARK FINANCIAL, INC. | $11.0K |
| 14 | Farther Finance Advisors, LLC | $11.0K |
| 15 | Blue Trust, Inc. | $10.0K |
| 16 | MassMutual Private Wealth & Trust, FSB | $6.2K |
| 17 | EverSource Wealth Advisors, LLC | $3.5K |
| 18 | SJS Investment Consulting Inc. | $2.0K |
| 19 | IFP Advisors, Inc | $1.4K |
| 20 | True Wealth Design, LLC | $223 |
| 21 | SBI Securities Co., Ltd. | $178 |
| 22 | State of Alaska, Department of Revenue | $32 |
| 23 | Capital Advisors, Ltd. LLC | $9 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$460.7K | |
| 2 | +$212.5K | |
| 3 | +$209.6K | |
| 4 | +$200.5K | |
| 5 | +$73.9K | |
| 6 | +$52.7K | |
| 7 | +$13.5K | |
| 8 | +$13.0K | |
| 9 | +$10.0K | |
| 10 | +$8.3K | |
| 11 | +$5.6K | |
| 12 | +$3.0K | |
| 13 | +$2.9K | |
| 14 | +$1.7K | |
| 15 | +$1.1K | |
| 16 | +$948 | |
| 17 | +$720 | |
| 18 | +$517 | |
| 19 | +$406 | |
| 20 | +$15 | |
| 21 | +$12 | |
| 22 | +$2 | |
| 23 | $0 |