Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $222.7K |
| 2 | Police & Firemen's Retirement System of New Jersey | $165.5K |
| 3 | Olympiad Research LP | $148.9K |
| 4 | Byrne Asset Management LLC | $147.4K |
| 5 | Rathbones Group PLC | $123.0K |
| 6 | NOVEM GROUP | $110.5K |
| 7 | Y-Intercept (Hong Kong) Ltd | $104.9K |
| 8 | High Probability Advisors, LLC | $103.2K |
| 9 | Vision Retirement, LLC | $87.9K |
| 10 | Kozak & Associates, Inc. | $38.7K |
| 11 | Grove Bank & Trust | $18.5K |
| 12 | TOTH FINANCIAL ADVISORY CORP | $18.5K |
| 13 | GAMMA Investing LLC | $11.3K |
| 14 | Versant Capital Management, Inc | $7.0K |
| 15 | EverSource Wealth Advisors, LLC | $5.5K |
| 16 | JFS WEALTH ADVISORS, LLC | $5.1K |
| 17 | Tradewinds Capital Management, LLC | $4.6K |
| 18 | Farther Finance Advisors, LLC | $4.0K |
| 19 | GGM Financial LLC | $3.7K |
| 20 | True Wealth Design, LLC | $2.8K |
| 21 | CoreCap Advisors, LLC | $1.9K |
| 22 | ST GERMAIN D J CO INC | $1.9K |
| 23 | SJS Investment Consulting Inc. | $1.2K |
| 24 | Wealth Enhancement Trust Services, Inc. | $1.1K |
| 25 | IFP Advisors, Inc | $953 |
| 26 | SBI Securities Co., Ltd. | $611 |
| 27 | GHP Investment Advisors, Inc. | $10 |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$148.9K | |
| 2 | +$104.9K | |
| 3 | +$29.5K | |
| 4 | +$18.5K | |
| 5 | +$5.9K | |
| 6 | +$3.6K | |
| 7 | +$3.0K | |
| 8 | +$2.4K | |
| 9 | +$2.2K | |
| 10 | +$1.9K | |
| 11 | +$1.8K | |
| 12 | +$1.1K | |
| 13 | +$618 | |
| 14 | +$400 | |
| 15 | +$343 | |
| 16 | +$171 | |
| 17 | +$111 | |
| 18 | +$100 | |
| 19 | +$80 | |
| 20 | +$40 | |
| 21 | +$40 | |
| 22 | $0 | |
| 23 | -$4 | |
| 24 | -$441 | |
| 25 | -$905 | |
| 26 | -$935 | |
| 27 | -$11.0K | |
| 28 | -$23.2K | |
| 29 | -$108.7K | |
| 30 | -$339.4K |