Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $2.9M |
| 2 | Leisure Capital Management | $625.0K |
| 3 | TFC Financial Management, Inc. | $62.0K |
| 4 | Police & Firemen's Retirement System of New Jersey | $28.3K |
| 5 | Sincerus Advisory, LLC | $20.2K |
| 6 | Traynor Capital Management, Inc. | $17.5K |
| 7 | Wagner Wealth Management, LLC | $12.5K |
| 8 | SBI Securities Co., Ltd. | $11.1K |
| 9 | IFP Advisors, Inc | $6.3K |
| 10 | Farther Finance Advisors, LLC | $3.3K |
| 11 | BFSG, LLC | $1.3K |
| 12 | EverSource Wealth Advisors, LLC | $893 |
| 13 | Bogart Wealth, LLC | $704 |
| 14 | GAMMA Investing LLC | $548 |
| 15 | Aventura Private Wealth, LLC | $415 |
| 16 | PFS Partners, LLC | $57 |
| 17 | True Wealth Design, LLC | $25 |
| 18 | PARK AVENUE SECURITIES LLC | $14 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$475.7K | |
| 2 | +$2.2K | |
| 3 | +$2.0K | |
| 4 | +$1.6K | |
| 5 | +$704 | |
| 6 | +$25 | |
| 7 | -$1 | |
| 8 | -$7 | |
| 9 | -$28 | |
| 10 | -$56 | |
| 11 | -$59 | |
| 12 | -$170 | |
| 13 | -$379 | |
| 14 | -$684 | |
| 15 | -$1.1K | |
| 16 | -$1.2K | |
| 17 | -$1.4K | |
| 18 | -$1.7K | |
| 19 | -$2.7K | |
| 20 | -$3.9K | |
| 21 | -$8.4K | |
| 22 | -$14.2K | |
| 23 | -$22.3K | |
| 24 | -$85.0K |