Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | Sippican Capital Advisors | $2.7M |
| 2 | Y-Intercept (Hong Kong) Ltd | $2.0M |
| 3 | SALZHAUER MICHAEL | $1.8M |
| 4 | Unison Advisors LLC | $1.3M |
| 5 | Kings Path Partners LLC | $638.0K |
| 6 | Diversified Trust Co | $537.4K |
| 7 | PFG Investments, LLC | $468.6K |
| 8 | Police & Firemen's Retirement System of New Jersey | $325.1K |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $289.4K |
| 10 | EverSource Wealth Advisors, LLC | $171.5K |
| 11 | SIGNATUREFD, LLC | $41.8K |
| 12 | GAMMA Investing LLC | $28.4K |
| 13 | Farther Finance Advisors, LLC | $24.1K |
| 14 | Versant Capital Management, Inc | $13.8K |
| 15 | IFP Advisors, Inc | $12.1K |
| 16 | SJS Investment Consulting Inc. | $4.7K |
| 17 | Wealth Enhancement Trust Services, Inc. | $889 |
| 18 | Physician Wealth Advisors, Inc. | $396 |
| 19 | State of Alaska, Department of Revenue | $311 |
| 20 | SBI Securities Co., Ltd. | $296 |
| 21 | Blue Trust, Inc. | $198 |
| 22 | Hughes Financial Services, LLC | $99 |
| 23 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $80 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$2.0M | |
| 2 | +$415.7K | |
| 3 | +$314.1K | |
| 4 | +$289.4K | |
| 5 | +$284.8K | |
| 6 | +$212.5K | |
| 7 | +$171.3K | |
| 8 | +$144.7K | |
| 9 | +$122.0K | |
| 10 | +$73.4K | |
| 11 | +$9.5K | |
| 12 | +$9.1K | |
| 13 | +$5.1K | |
| 14 | +$4.7K | |
| 15 | +$4.5K | |
| 16 | +$2.2K | |
| 17 | +$889 | |
| 18 | +$99 | |
| 19 | +$80 | |
| 20 | +$62 | |
| 21 | +$48 | |
| 22 | +$46 | |
| 23 | +$31 | |
| 24 | -$13.7K |