Filing Research
Snapshot holdings
#
1Triad Investment Management$4.6M
2Abel Hall, LLC$307.6K
3WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$198.0K
4Police & Firemen's Retirement System of New Jersey$121.8K
5Versant Capital Management, Inc$10.4K
6EverSource Wealth Advisors, LLC$10.2K
7Farther Finance Advisors, LLC$6.3K
8GAMMA Investing LLC$6.2K
9Marquette Asset Management, LLC$1.7K
10Fortitude Family Office, LLC$1.3K
11True Wealth Design, LLC$1.0K
12State of Alaska, Department of Revenue$324
13MassMutual Private Wealth & Trust, FSB$314
14SJS Investment Consulting Inc.$164
15NEW YORK STATE TEACHERS RETIREMENT SYSTEM$39
16IFP Advisors, Inc$25
Manager changes
#
1
Triad Investment Management
+$1.5M
2
Abel Hall, LLC
+$71.2K
3
Police & Firemen's Retirement System of New Jersey
+$31.7K
4
Farther Finance Advisors, LLC
+$4.1K
5
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
+$2.2K
6
GAMMA Investing LLC
+$2.1K
7
Fortitude Family Office, LLC
+$1.3K
8
Versant Capital Management, Inc
+$1.1K
9
True Wealth Design, LLC
+$531
10
MassMutual Private Wealth & Trust, FSB
+$314
11
State of Alaska, Department of Revenue
+$307
12
SJS Investment Consulting Inc.
+$80
13
NEW YORK STATE TEACHERS RETIREMENT SYSTEM
+$38
14
Marquette Asset Management, LLC
-$94
15
IFP Advisors, Inc
-$1.2K
16
EverSource Wealth Advisors, LLC
-$1.5K
17
Aaron Wealth Advisors LLC
-$95.3K
18
Y-Intercept (Hong Kong) Ltd
-$1.5M
Filing Research | MAX - MEDIAALPHA INC Institutional Holdings