Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $8.1M |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $4.9M |
| 3 | EQUITABLE TRUST CO | $691.8K |
| 4 | CULLEN INVESTMENT GROUP, LTD. | $470.6K |
| 5 | ARGENT CAPITAL MANAGEMENT LLC | $412.2K |
| 6 | Assenagon Asset Management S.A. | $320.8K |
| 7 | Police & Firemen's Retirement System of New Jersey | $136.0K |
| 8 | Harbor Asset Planning, Inc. | $85.4K |
| 9 | SALEM INVESTMENT COUNSELORS INC | $41.7K |
| 10 | SIGNATUREFD, LLC | $13.6K |
| 11 | GAMMA Investing LLC | $10.7K |
| 12 | Farther Finance Advisors, LLC | $6.4K |
| 13 | Versant Capital Management, Inc | $4.6K |
| 14 | EverSource Wealth Advisors, LLC | $4.3K |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$2.2M | |
| 2 | +$195.7K | |
| 3 | +$5.9K | |
| 4 | +$2.5K | |
| 5 | +$930 | |
| 6 | -$671 | |
| 7 | -$1.9K | |
| 8 | -$4.0K | |
| 9 | -$5.6K | |
| 10 | -$6.4K | |
| 11 | -$11.3K | |
| 12 | -$15.0K | |
| 13 | -$32.4K | |
| 14 | -$47.2K | |
| 15 | -$200.1K | |
| 16 | -$277.1K | |
| 17 | -$334.3K | |
| 18 | -$510.7K | |
| 19 | -$1.1M | |
| 20 | -$2.2M |