Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $29.3M |
| 2 | River Road Asset Management, LLC | $4.7M |
| 3 | ISTHMUS PARTNERS, LLC | $3.2M |
| 4 | EASTERLY INVESTMENT PARTNERS LLC | $2.2M |
| 5 | CAMPBELL NEWMAN ASSET MANAGEMENT INC | $2.0M |
| 6 | PFG Advisors | $966.7K |
| 7 | BOURGEON CAPITAL MANAGEMENT LLC | $462.0K |
| 8 | Police & Firemen's Retirement System of New Jersey | $268.9K |
| 9 | Cassilly Financial Group LLC | $247.9K |
| 10 | Accurate Wealth Management, LLC | $226.7K |
| 11 | Archford Capital Strategies, LLC | $220.1K |
| 12 | Palouse Capital Management, Inc. | $153.6K |
| 13 | IFP Advisors, Inc | $19.0K |
| 14 | Versant Capital Management, Inc | $12.2K |
| 15 | SBI Securities Co., Ltd. | $8.3K |
| 16 | GAMMA Investing LLC | $7.7K |
| 17 | TOTH FINANCIAL ADVISORY CORP | $5.8K |
| 18 | SJS Investment Consulting Inc. | $1.6K |
| 19 | SIGNATUREFD, LLC | $1.2K |
| 20 | MassMutual Private Wealth & Trust, FSB | $770 |
| 21 | EverSource Wealth Advisors, LLC | $77 |
| 22 | Farther Finance Advisors, LLC | $77 |
| 23 | Hughes Financial Services, LLC | $77 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$4.7M | |
| 2 | +$1.1M | |
| 3 | +$153.6K | |
| 4 | +$65.0K | |
| 5 | +$64.7K | |
| 6 | +$40.0K | |
| 7 | +$23.0K | |
| 8 | +$770 | |
| 9 | +$212 | |
| 10 | -$17 | |
| 11 | -$79 | |
| 12 | -$79 | |
| 13 | -$80 | |
| 14 | -$113 | |
| 15 | -$259 | |
| 16 | -$339 | |
| 17 | -$547 | |
| 18 | -$624 | |
| 19 | -$2.5K | |
| 20 | -$3.1K | |
| 21 | -$3.4K | |
| 22 | -$3.6K | |
| 23 | -$6.3K | |
| 24 | -$7.5K | |
| 25 | -$16.9K | |
| 26 | -$31.5K | |
| 27 | -$208.6K | |
| 28 | -$46.4M |