Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $2.3M |
| 2 | Counterpoint Mutual Funds LLC | $704.0K |
| 3 | Marquette Asset Management, LLC | $621.1K |
| 4 | Linden Thomas Advisory Services, LLC | $241.2K |
| 5 | Police & Firemen's Retirement System of New Jersey | $104.2K |
| 6 | Versant Capital Management, Inc | $20.5K |
| 7 | ADIRONDACK TRUST CO | $17.6K |
| 8 | GAMMA Investing LLC | $12.4K |
| 9 | SIGNATUREFD, LLC | $12.4K |
| 10 | Farther Finance Advisors, LLC | $10.6K |
| 11 | SBI Securities Co., Ltd. | $6.4K |
| 12 | EverSource Wealth Advisors, LLC | $2.6K |
| 13 | Main Street Group, LTD | $2.1K |
| 14 | Tradewinds Capital Management, LLC | $2.1K |
| 15 | Blue Trust, Inc. | $1.3K |
| 16 | Abound Wealth Management | $1.1K |
| 17 | CoreCap Advisors, LLC | $1.0K |
| 18 | AdvisorNet Financial, Inc | $492 |
| 19 | True Wealth Design, LLC | $431 |
| 20 | Center for Financial Planning, Inc. | $411 |
| 21 | SJS Investment Consulting Inc. | $308 |
| 22 | Triumph Capital Management | $82 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$950.3K | |
| 2 | +$621.1K | |
| 3 | +$158.5K | |
| 4 | +$52.6K | |
| 5 | +$23.5K | |
| 6 | +$6.9K | |
| 7 | +$4.0K | |
| 8 | +$2.9K | |
| 9 | +$2.3K | |
| 10 | +$462 | |
| 11 | +$462 | |
| 12 | +$431 | |
| 13 | +$308 | |
| 14 | +$291 | |
| 15 | +$259 | |
| 16 | +$231 | |
| 17 | +$110 | |
| 18 | +$93 | |
| 19 | +$18 | |
| 20 | -$526 | |
| 21 | -$1.4K | |
| 22 | -$1.6K | |
| 23 | -$9.7K | |
| 24 | -$14.4K | |
| 25 | -$22.3K | |
| 26 | -$1.1M |