Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | Themes Management Co LLC | $1.2M |
| 2 | EQUITABLE TRUST CO | $1.1M |
| 3 | Relyea Zuckerberg Hanson LLC | $232.4K |
| 4 | Abel Hall, LLC | $214.3K |
| 5 | Williams & Novak, LLC | $164.4K |
| 6 | Procyon Advisors, LLC | $94.5K |
| 7 | Baron Wealth Management LLC | $59.8K |
| 8 | Police & Firemen's Retirement System of New Jersey | $33.1K |
| 9 | ST GERMAIN D J CO INC | $7.6K |
| 10 | Spire Wealth Management | $1.6K |
| 11 | EverSource Wealth Advisors, LLC | $1.4K |
| 12 | True Wealth Design, LLC | $1.3K |
| 13 | Torren Management, LLC | $1.1K |
| 14 | GAMMA Investing LLC | $653 |
| 15 | SBI Securities Co., Ltd. | $641 |
| 16 | Farther Finance Advisors, LLC | $493 |
| 17 | Fortitude Family Office, LLC | $255 |
| 18 | MassMutual Private Wealth & Trust, FSB | $201 |
| 19 | IFP Advisors, Inc | $123 |
| 20 | SJS Investment Consulting Inc. | $42 |
| 21 | State of Alaska, Department of Revenue | $17 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$669.4K | |
| 2 | +$160.8K | |
| 3 | +$59.8K | |
| 4 | +$53.5K | |
| 5 | +$6.2K | |
| 6 | +$2.2K | |
| 7 | +$634 | |
| 8 | +$503 | |
| 9 | +$357 | |
| 10 | +$263 | |
| 11 | +$255 | |
| 12 | +$151 | |
| 13 | +$108 | |
| 14 | +$75 | |
| 15 | +$50 | |
| 16 | +$46 | |
| 17 | +$13 | |
| 18 | +$1 | |
| 19 | -$12 | |
| 20 | -$35.8K | |
| 21 | -$216.5K | |
| 22 | -$491.2K |