Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Grey Rock Energy Management, LLC | $243.7M |
| 2 | HAMILTON LANE ADVISORS LLC | $29.8M |
| 3 | CWA Asset Management Group, LLC | $4.0M |
| 4 | ZAZOVE ASSOCIATES LLC | $2.2M |
| 5 | Y-Intercept (Hong Kong) Ltd | $1.4M |
| 6 | Unison Advisors LLC | $616.2K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $244.9K |
| 8 | Independent Wealth Network Inc. | $239.4K |
| 9 | Abel Hall, LLC | $161.4K |
| 10 | Versant Capital Management, Inc | $121.2K |
| 11 | Police & Firemen's Retirement System of New Jersey | $71.6K |
| 12 | SBI Securities Co., Ltd. | $6.9K |
| 13 | EverSource Wealth Advisors, LLC | $6.6K |
| 14 | Triumph Capital Management | $5.7K |
| 15 | SIGNATUREFD, LLC | $5.3K |
| 16 | IFP Advisors, Inc | $5.0K |
| 17 | Farther Finance Advisors, LLC | $2.9K |
| 18 | True Wealth Design, LLC | $2.6K |
| 19 | GAMMA Investing LLC | $2.2K |
| 20 | SJS Investment Consulting Inc. | $613 |
| 21 | Physician Wealth Advisors, Inc. | $472 |
| 22 | State of Alaska, Department of Revenue | $55 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$161.4K | |
| 3 | +$103.1K | |
| 4 | +$100.5K | |
| 5 | +$10.9K | |
| 6 | +$3.0K | |
| 7 | +$1.9K | |
| 8 | +$472 | |
| 9 | +$351 | |
| 10 | -$19 | |
| 11 | -$186 | |
| 12 | -$1.4K | |
| 13 | -$1.9K | |
| 14 | -$3.6K | |
| 15 | -$9.9K | |
| 16 | -$23.7K | |
| 17 | -$37.6K | |
| 18 | -$188.6K | |
| 19 | -$596.6K | |
| 20 | -$5.0M | |
| 21 | -$13.5M | |
| 22 | -$80.7M |