Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | SALZHAUER MICHAEL | $5.5M |
| 2 | NAPLES GLOBAL ADVISORS, LLC | $926.5K |
| 3 | FLC Capital Advisors | $924.0K |
| 4 | Y-Intercept (Hong Kong) Ltd | $721.5K |
| 5 | Police & Firemen's Retirement System of New Jersey | $285.0K |
| 6 | Farther Finance Advisors, LLC | $32.0K |
| 7 | Versant Capital Management, Inc | $16.6K |
| 8 | SIGNATUREFD, LLC | $15.3K |
| 9 | GAMMA Investing LLC | $9.7K |
| 10 | Owl Creek Wealth Partners LLC | $7.6K |
| 11 | EverSource Wealth Advisors, LLC | $3.8K |
| 12 | True Wealth Design, LLC | $1.2K |
| 13 | Fortitude Family Office, LLC | $1.2K |
| 14 | SJS Investment Consulting Inc. | $1.0K |
| 15 | Physician Wealth Advisors, Inc. | $543 |
| 16 | SBI Securities Co., Ltd. | $194 |
| 17 | IFP Advisors, Inc | $116 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$926.5K | |
| 2 | +$924.0K | |
| 3 | +$328.1K | |
| 4 | +$149.9K | |
| 5 | +$15.3K | |
| 6 | +$8.6K | |
| 7 | +$7.6K | |
| 8 | +$6.6K | |
| 9 | +$3.3K | |
| 10 | +$1.2K | |
| 11 | +$1.0K | |
| 12 | +$543 | |
| 13 | +$398 | |
| 14 | +$194 | |
| 15 | -$212 | |
| 16 | -$2.1K | |
| 17 | -$41.5K | |
| 18 | -$3.2M |