Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | Ballentine Partners, LLC | $80.3M |
| 2 | WEDGE CAPITAL MANAGEMENT L L P/NC | $2.5M |
| 3 | Valeo Financial Advisors, LLC | $603.8K |
| 4 | Sequoia Financial Advisors, LLC | $592.5K |
| 5 | Hennion & Walsh Asset Management, Inc. | $501.3K |
| 6 | Police & Firemen's Retirement System of New Jersey | $349.4K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $242.6K |
| 8 | City State Bank | $147.3K |
| 9 | SIGNATUREFD, LLC | $69.9K |
| 10 | Hickory Point Bank & Trust | $33.5K |
| 11 | GAMMA Investing LLC | $24.8K |
| 12 | Versant Capital Management, Inc | $24.0K |
| 13 | Farther Finance Advisors, LLC | $14.6K |
| 14 | IFP Advisors, Inc | $12.9K |
| 15 | EverSource Wealth Advisors, LLC | $11.5K |
| 16 | Torren Management, LLC | $2.6K |
| 17 | Fortitude Family Office, LLC | $1.7K |
| 18 | True Wealth Design, LLC | $1.3K |
| 19 | Trust Co | $726 |
| 20 | MassMutual Private Wealth & Trust, FSB | $481 |
| 21 | SJS Investment Consulting Inc. | $289 |
| 22 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $100 |
| 23 | State of Alaska, Department of Revenue | $46 |
| 24 | Capital Advisors, Ltd. LLC | $0 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$11.4M | |
| 2 | +$592.5K | |
| 3 | +$255.7K | |
| 4 | +$242.6K | |
| 5 | +$104.5K | |
| 6 | +$87.7K | |
| 7 | +$21.1K | |
| 8 | +$10.0K | |
| 9 | +$4.8K | |
| 10 | +$4.4K | |
| 11 | +$4.1K | |
| 12 | +$3.4K | |
| 13 | +$2.1K | |
| 14 | +$1.7K | |
| 15 | +$1.7K | |
| 16 | +$373 | |
| 17 | +$124 | |
| 18 | +$104 | |
| 19 | +$104 | |
| 20 | +$69 | |
| 21 | +$14 | |
| 22 | +$7 | |
| 23 | $0 | |
| 24 | -$2.9K | |
| 25 | -$366.6K | |
| 26 | -$762.1K |