Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $7.9M |
| 2 | MOODY NATIONAL BANK TRUST DIVISION | $3.1M |
| 3 | SBI Securities Co., Ltd. | $558.0K |
| 4 | Y-Intercept (Hong Kong) Ltd | $394.5K |
| 5 | Kings Path Partners LLC | $300.8K |
| 6 | CFG Wealth Management Services, Inc. | $209.4K |
| 7 | Red Door Wealth Management, LLC | $200.8K |
| 8 | Police & Firemen's Retirement System of New Jersey | $144.6K |
| 9 | GAMMA Investing LLC | $16.3K |
| 10 | Farther Finance Advisors, LLC | $6.1K |
| 11 | Key FInancial Inc | $5.8K |
| 12 | TOTH FINANCIAL ADVISORY CORP | $5.8K |
| 13 | EverSource Wealth Advisors, LLC | $5.0K |
| 14 | Versant Capital Management, Inc | $3.7K |
| 15 | LRI Investments, LLC | $633 |
| 16 | Triumph Capital Management | $403 |
| 17 | True Wealth Design, LLC | $116 |
| 18 | Capital Advisors, Ltd. LLC | $0 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$394.5K | |
| 2 | +$215.7K | |
| 3 | +$209.2K | |
| 4 | +$28.7K | |
| 5 | +$27.3K | |
| 6 | +$4.5K | |
| 7 | +$2.4K | |
| 8 | +$116 | |
| 9 | $0 | |
| 10 | $0 | |
| 11 | -$86 | |
| 12 | -$135 | |
| 13 | -$1.2K | |
| 14 | -$4.7K | |
| 15 | -$5.3K | |
| 16 | -$35.7K | |
| 17 | -$37.2K | |
| 18 | -$1.7M |