Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Sowell Financial Services LLC | $3.1M |
| 2 | Y-Intercept (Hong Kong) Ltd | $890.6K |
| 3 | MOODY NATIONAL BANK TRUST DIVISION | $702.0K |
| 4 | Ausbil Investment Management Ltd | $515.5K |
| 5 | XML Financial, LLC | $497.6K |
| 6 | SAPIENT CAPITAL LLC | $489.7K |
| 7 | Steadtrust LLC | $444.5K |
| 8 | FIRST UNITED BANK & TRUST | $331.8K |
| 9 | Police & Firemen's Retirement System of New Jersey | $133.4K |
| 10 | IFP Advisors, Inc | $126.4K |
| 11 | Farther Finance Advisors, LLC | $34.0K |
| 12 | SBI Securities Co., Ltd. | $17.4K |
| 13 | City State Bank | $7.7K |
| 14 | GAMMA Investing LLC | $4.5K |
| 15 | Premier Fund Managers Ltd | $3.7K |
| 16 | TOTH FINANCIAL ADVISORY CORP | $2.0K |
| 17 | State of Alaska, Department of Revenue | $346 |
| 18 | TFC Financial Management, Inc. | $67 |
| 19 | Hughes Financial Services, LLC | $66 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$890.6K | |
| 2 | +$856.6K | |
| 3 | +$515.5K | |
| 4 | +$233.7K | |
| 5 | +$209.9K | |
| 6 | +$163.0K | |
| 7 | +$134.7K | |
| 8 | +$110.5K | |
| 9 | +$68.6K | |
| 10 | +$44.4K | |
| 11 | +$7.7K | |
| 12 | +$5.4K | |
| 13 | +$3.7K | |
| 14 | +$1.6K | |
| 15 | +$663 | |
| 16 | +$116 | |
| 17 | +$66 | |
| 18 | +$22 | |
| 19 | -$4.1K | |
| 20 | -$83.2K |