Snapshot holdings29 / 29 loaded
| # | ||
|---|---|---|
| 1 | Naria Inc. | $512.6M |
| 2 | ARS Investment Partners, LLC | $15.3M |
| 3 | Rathbones Group PLC | $2.0M |
| 4 | Police & Firemen's Retirement System of New Jersey | $1.4M |
| 5 | TERRIL BROTHERS, INC. | $736.4K |
| 6 | DBA TRADING, LLC | $649.3K |
| 7 | Harbour Capital Advisors, LLC | $547.8K |
| 8 | Westmount Partners, LLC | $402.3K |
| 9 | Farther Finance Advisors, LLC | $334.5K |
| 10 | Abel Hall, LLC | $239.1K |
| 11 | Procyon Advisors, LLC | $214.7K |
| 12 | MISSION WEALTH MANAGEMENT, LP | $201.3K |
| 13 | Atlantic Edge Private Wealth Management, LLC | $110.1K |
| 14 | Ares Financial Consulting, LLC | $74.7K |
| 15 | SIGNATUREFD, LLC | $45.4K |
| 16 | GAMMA Investing LLC | $38.7K |
| 17 | EverSource Wealth Advisors, LLC | $30.4K |
| 18 | AdvisorNet Financial, Inc | $25.7K |
| 19 | Versant Capital Management, Inc | $21.6K |
| 20 | SBI Securities Co., Ltd. | $16.2K |
| 21 | IFP Advisors, Inc | $10.0K |
| 22 | MassMutual Private Wealth & Trust, FSB | $947 |
| 23 | Physician Wealth Advisors, Inc. | $947 |
| 24 | True Wealth Design, LLC | $848 |
| 25 | Hughes Financial Services, LLC | $498 |
| 26 | State of Alaska, Department of Revenue | $226 |
| 27 | Triumph Capital Management | $199 |
| 28 | Darwin Wealth Management, LLC | $114 |
| 29 | CoreCap Advisors, LLC | $100 |
Manager changes2026-06-30 vs 2026-03-3134 / 34 loaded
| # | ||
|---|---|---|
| 1 | +$201.3K | |
| 2 | +$38.7K | |
| 3 | +$4.6K | |
| 4 | +$1.4K | |
| 5 | +$568 | |
| 6 | +$444 | |
| 7 | +$100 | |
| 8 | $0 | |
| 9 | -$10 | |
| 10 | -$17 | |
| 11 | -$19 | |
| 12 | -$72 | |
| 13 | -$81 | |
| 14 | -$216 | |
| 15 | -$690 | |
| 16 | -$1.8K | |
| 17 | -$2.2K | |
| 18 | -$4.1K | |
| 19 | -$5.7K | |
| 20 | -$9.6K | |
| 21 | -$11.1K | |
| 22 | -$12.2K | |
| 23 | -$21.5K | |
| 24 | -$22.6K | |
| 25 | -$32.1K | |
| 26 | -$52.5K | |
| 27 | -$88.5K | |
| 28 | -$117.2K | |
| 29 | -$214.9K | |
| 30 | -$377.0K | |
| 31 | -$403.0K | |
| 32 | -$1.1M | |
| 33 | -$2.3M | |
| 34 | -$43.9M |