Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | SAPIENT CAPITAL LLC | $2.2M |
| 2 | Valeo Financial Advisors, LLC | $672.8K |
| 3 | FIRST MERCHANTS CORP | $310.6K |
| 4 | Sowell Financial Services LLC | $295.8K |
| 5 | FIRST FINANCIAL CORP /IN/ | $166.8K |
| 6 | Versant Capital Management, Inc | $153.8K |
| 7 | GAMMA Investing LLC | $48.1K |
| 8 | Police & Firemen's Retirement System of New Jersey | $45.4K |
| 9 | TFC Financial Management, Inc. | $15.4K |
| 10 | EverSource Wealth Advisors, LLC | $7.1K |
| 11 | IFP Advisors, Inc | $5.3K |
| 12 | SALEM INVESTMENT COUNSELORS INC | $4.3K |
| 13 | True Wealth Design, LLC | $2.0K |
| 14 | Farther Finance Advisors, LLC | $2.0K |
| 15 | SJS Investment Consulting Inc. | $417 |
| 16 | Wealth Enhancement Trust Services, Inc. | $306 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$577.3K | |
| 2 | +$171.5K | |
| 3 | +$82.9K | |
| 4 | +$69.2K | |
| 5 | +$48.7K | |
| 6 | +$44.5K | |
| 7 | +$12.1K | |
| 8 | +$10.4K | |
| 9 | +$9.5K | |
| 10 | +$5.0K | |
| 11 | +$2.6K | |
| 12 | +$1.7K | |
| 13 | +$1.6K | |
| 14 | +$1.1K | |
| 15 | +$306 | |
| 16 | +$274 |