Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | WEDGE CAPITAL MANAGEMENT L L P/NC | $2.2M |
| 2 | CACTI ASSET MANAGEMENT LLC | $1.1M |
| 3 | CARY STREET PARTNERS FINANCIAL LLC | $915.5K |
| 4 | Harbour Capital Advisors, LLC | $787.0K |
| 5 | Y-Intercept (Hong Kong) Ltd | $490.6K |
| 6 | PFG Investments, LLC | $460.3K |
| 7 | Diversified Trust Co | $439.0K |
| 8 | Police & Firemen's Retirement System of New Jersey | $416.6K |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $292.7K |
| 10 | Brady Martz Wealth Solutions, LLC | $282.9K |
| 11 | LANARK FINANCIAL, INC. | $62.6K |
| 12 | SBI Securities Co., Ltd. | $29.1K |
| 13 | GAMMA Investing LLC | $26.1K |
| 14 | Spire Wealth Management | $15.5K |
| 15 | Farther Finance Advisors, LLC | $10.0K |
| 16 | EverSource Wealth Advisors, LLC | $8.2K |
| 17 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $6.3K |
| 18 | True Wealth Design, LLC | $3.6K |
| 19 | IFP Advisors, Inc | $3.5K |
| 20 | SIGNATUREFD, LLC | $2.0K |
| 21 | Versant Capital Management, Inc | $1.7K |
| 22 | Wealth Enhancement Trust Services, Inc. | $1.3K |
| 23 | Torren Management, LLC | $1.2K |
| 24 | SJS Investment Consulting Inc. | $452 |
| 25 | Physician Wealth Advisors, Inc. | $368 |
| 26 | State of Alaska, Department of Revenue | $77 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$490.6K | |
| 2 | +$483.6K | |
| 3 | +$397.5K | |
| 4 | +$354.7K | |
| 5 | +$292.7K | |
| 6 | +$237.3K | |
| 7 | +$206.9K | |
| 8 | +$178.3K | |
| 9 | +$109.6K | |
| 10 | +$109.3K | |
| 11 | +$62.6K | |
| 12 | +$28.6K | |
| 13 | +$15.5K | |
| 14 | +$9.6K | |
| 15 | +$6.2K | |
| 16 | +$4.9K | |
| 17 | +$3.6K | |
| 18 | +$3.4K | |
| 19 | +$2.4K | |
| 20 | +$1.3K | |
| 21 | +$787 | |
| 22 | +$645 | |
| 23 | +$482 | |
| 24 | +$452 | |
| 25 | +$368 | |
| 26 | +$30 | |
| 27 | -$207.6K | |
| 28 | -$5.1M |