Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | D.A. DAVIDSON & CO. | $1.2M |
| 2 | Register Financial Advisors LLC | $343.2K |
| 3 | Sequoia Financial Advisors, LLC | $340.9K |
| 4 | Police & Firemen's Retirement System of New Jersey | $142.8K |
| 5 | Mesirow Financial Investment Management, Inc. | $125.7K |
| 6 | EWA, LLC | $102.0K |
| 7 | Farther Finance Advisors, LLC | $34.4K |
| 8 | EverSource Wealth Advisors, LLC | $33.4K |
| 9 | Owl Creek Wealth Partners LLC | $16.9K |
| 10 | EXCHANGE TRADED CONCEPTS, LLC | $6.3K |
| 11 | Fortitude Family Office, LLC | $4.6K |
| 12 | HM PAYSON & CO | $2.7K |
| 13 | SIGNATUREFD, LLC | $1.9K |
| 14 | GAMMA Investing LLC | $1.4K |
| 15 | HHM Wealth Advisors, LLC | $887 |
| 16 | IFP Advisors, Inc | $772 |
| 17 | State of Alaska, Department of Revenue | $239 |
| 18 | Wealth Enhancement Trust Services, Inc. | $169 |
| 19 | SJS Investment Consulting Inc. | $18 |
| 20 | TSFG, LLC | $3 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$492.6K | |
| 2 | +$165.4K | |
| 3 | +$123.5K | |
| 4 | +$51.4K | |
| 5 | +$45.7K | |
| 6 | +$35.1K | |
| 7 | +$29.1K | |
| 8 | +$10.9K | |
| 9 | +$6.3K | |
| 10 | +$6.1K | |
| 11 | +$1.9K | |
| 12 | +$1.8K | |
| 13 | +$985 | |
| 14 | +$887 | |
| 15 | +$647 | |
| 16 | +$488 | |
| 17 | +$169 | |
| 18 | +$86 | |
| 19 | +$18 | |
| 20 | +$1 | |
| 21 | -$1.9K | |
| 22 | -$56.8K | |
| 23 | -$58.0K |