Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | SummerHaven Investment Management, LLC | $1.0M |
| 2 | Baker Ellis Asset Management LLC | $745.8K |
| 3 | GHP Investment Advisors, Inc. | $451.3K |
| 4 | Trust Co of the South | $372.8K |
| 5 | DAVENPORT & Co LLC | $355.8K |
| 6 | FRANKLIN STREET ADVISORS INC /NC | $342.1K |
| 7 | AlphaCentric Advisors LLC | $209.4K |
| 8 | Police & Firemen's Retirement System of New Jersey | $116.6K |
| 9 | 1620 INVESTMENT ADVISORS, INC. | $88.4K |
| 10 | Mountain Hill Investment Partners Corp. | $41.1K |
| 11 | SIGNATUREFD, LLC | $22.2K |
| 12 | SALEM INVESTMENT COUNSELORS INC | $8.2K |
| 13 | Versant Capital Management, Inc | $7.9K |
| 14 | Bank & Trust Co | $6.0K |
| 15 | EverSource Wealth Advisors, LLC | $3.8K |
| 16 | GAMMA Investing LLC | $2.5K |
| 17 | Hughes Financial Services, LLC | $1.9K |
| 18 | IFP Advisors, Inc | $1.4K |
| 19 | Farther Finance Advisors, LLC | $278 |
| 20 | State of Alaska, Department of Revenue | $20 |
| 21 | Capital Advisors, Ltd. LLC | $1 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$209.5K | |
| 2 | +$209.4K | |
| 3 | +$110.1K | |
| 4 | +$93.4K | |
| 5 | +$76.7K | |
| 6 | +$73.2K | |
| 7 | +$70.4K | |
| 8 | +$24.0K | |
| 9 | +$18.7K | |
| 10 | +$14.9K | |
| 11 | +$8.5K | |
| 12 | +$1.7K | |
| 13 | +$1.7K | |
| 14 | +$1.4K | |
| 15 | +$1.2K | |
| 16 | +$942 | |
| 17 | +$59 | |
| 18 | +$4 | |
| 19 | +$1 | |
| 20 | -$229 | |
| 21 | -$539 | |
| 22 | -$7.0K |