Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $3.4M |
| 2 | ISTHMUS PARTNERS, LLC | $3.0M |
| 3 | Y-Intercept (Hong Kong) Ltd | $1.5M |
| 4 | Mesirow Financial Investment Management, Inc. | $454.0K |
| 5 | ARS Investment Partners, LLC | $377.5K |
| 6 | J.W. COLE ADVISORS, INC. | $371.2K |
| 7 | JAMES INVESTMENT RESEARCH, INC. | $367.2K |
| 8 | GK Wealth Management LLC | $218.7K |
| 9 | Police & Firemen's Retirement System of New Jersey | $78.7K |
| 10 | Triumph Capital Management | $13.9K |
| 11 | Farther Finance Advisors, LLC | $5.3K |
| 12 | SIGNATUREFD, LLC | $4.2K |
| 13 | Spire Wealth Management | $3.6K |
| 14 | SBI Securities Co., Ltd. | $2.1K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$421.4K | |
| 2 | +$377.5K | |
| 3 | +$218.7K | |
| 4 | +$119.8K | |
| 5 | +$78.7K | |
| 6 | +$4.2K | |
| 7 | +$2.6K | |
| 8 | +$1.6K | |
| 9 | +$1.5K | |
| 10 | -$2.7K | |
| 11 | -$8.2K | |
| 12 | -$10.3K | |
| 13 | -$51.6K | |
| 14 | -$104.9K | |
| 15 | -$385.2K | |
| 16 | -$390.1K | |
| 17 | -$392.0K | |
| 18 | -$999.2K |