Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Clio Asset Management LLC | $13.2M |
| 2 | Capricorn Fund Managers Ltd | $2.2M |
| 3 | OAK RIDGE INVESTMENTS LLC | $1.8M |
| 4 | ASPIRIANT, LLC | $894.3K |
| 5 | Police & Firemen's Retirement System of New Jersey | $494.5K |
| 6 | DELTEC ASSET MANAGEMENT LLC | $366.8K |
| 7 | China Universal Asset Management Co., Ltd. | $207.4K |
| 8 | Spire Wealth Management | $152.8K |
| 9 | EASTERN BANK | $7.9K |
| 10 | GAMMA Investing LLC | $5.7K |
| 11 | SIGNATUREFD, LLC | $3.2K |
| 12 | Farther Finance Advisors, LLC | $2.0K |
| 13 | CoreCap Advisors, LLC | $1.7K |
| 14 | EverSource Wealth Advisors, LLC | $1.5K |
| 15 | FINANCIAL CONSULATE, INC | $765 |
| 16 | Fortitude Family Office, LLC | $764 |
| 17 | Hughes Financial Services, LLC | $458 |
| 18 | TFC Financial Management, Inc. | $153 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$2.2M | |
| 2 | +$1.9M | |
| 3 | +$1.8M | |
| 4 | +$248.5K | |
| 5 | +$164.9K | |
| 6 | +$82.7K | |
| 7 | +$67.6K | |
| 8 | +$28.2K | |
| 9 | +$7.9K | |
| 10 | +$2.2K | |
| 11 | +$1.7K | |
| 12 | +$1.6K | |
| 13 | +$655 | |
| 14 | +$333 | |
| 15 | +$141 | |
| 16 | +$28 | |
| 17 | -$483 | |
| 18 | -$3.0K |