Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | SALZHAUER MICHAEL | $10.3M |
| 2 | CACTI ASSET MANAGEMENT LLC | $2.5M |
| 3 | IFP Advisors, Inc | $1.3M |
| 4 | SummerHaven Investment Management, LLC | $1.2M |
| 5 | Ellsworth Advisors, LLC | $1.1M |
| 6 | Y-Intercept (Hong Kong) Ltd | $425.1K |
| 7 | Diversified Trust Co | $318.1K |
| 8 | Merit Financial Group, LLC | $302.5K |
| 9 | Sequoia Financial Advisors, LLC | $292.6K |
| 10 | Aaron Wealth Advisors LLC | $271.2K |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $255.4K |
| 12 | Police & Firemen's Retirement System of New Jersey | $224.4K |
| 13 | Commonwealth Financial Services, LLC | $221.1K |
| 14 | ALBION FINANCIAL GROUP /UT | $51.2K |
| 15 | Versant Capital Management, Inc | $39.7K |
| 16 | Spire Wealth Management | $38.9K |
| 17 | Princeton Global Asset Management LLC | $14.2K |
| 18 | EverSource Wealth Advisors, LLC | $12.4K |
| 19 | GAMMA Investing LLC | $11.4K |
| 20 | Farther Finance Advisors, LLC | $8.5K |
| 21 | True Wealth Design, LLC | $2.7K |
| 22 | SIGNATUREFD, LLC | $2.5K |
| 23 | State of Alaska, Department of Revenue | $177 |
| 24 | SJS Investment Consulting Inc. | $95 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$571.9K | |
| 3 | +$318.1K | |
| 4 | +$301.7K | |
| 5 | +$292.6K | |
| 6 | +$278.7K | |
| 7 | +$255.4K | |
| 8 | +$221.1K | |
| 9 | +$107.4K | |
| 10 | +$82.7K | |
| 11 | +$67.0K | |
| 12 | +$57.5K | |
| 13 | +$14.2K | |
| 14 | +$13.1K | |
| 15 | +$10.0K | |
| 16 | +$9.5K | |
| 17 | +$3.1K | |
| 18 | +$1.2K | |
| 19 | +$1.1K | |
| 20 | +$703 | |
| 21 | +$95 | |
| 22 | +$46 | |
| 23 | -$4.3K | |
| 24 | -$212.9K |