Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | PEREGRINE CAPITAL MANAGEMENT LLC | $6.6M |
| 2 | D.A. DAVIDSON & CO. | $600.2K |
| 3 | Perpetual Ltd | $553.0K |
| 4 | Diversified Trust Co | $450.6K |
| 5 | LVW Advisors, LLC | $298.7K |
| 6 | Police & Firemen's Retirement System of New Jersey | $217.5K |
| 7 | Versant Capital Management, Inc | $28.5K |
| 8 | EverSource Wealth Advisors, LLC | $4.7K |
| 9 | Farther Finance Advisors, LLC | $4.7K |
| 10 | SBI Securities Co., Ltd. | $2.9K |
| 11 | SIGNATUREFD, LLC | $2.9K |
| 12 | Fortitude Family Office, LLC | $2.2K |
| 13 | GAMMA Investing LLC | $2.2K |
| 14 | SJS Investment Consulting Inc. | $1.6K |
| 15 | True Wealth Design, LLC | $1.2K |
| 16 | IFP Advisors, Inc | $114 |
| 17 | State of Alaska, Department of Revenue | $43 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$151.3K | |
| 3 | +$143.2K | |
| 4 | +$134.4K | |
| 5 | +$109.0K | |
| 6 | +$83.8K | |
| 7 | +$17.7K | |
| 8 | +$4.3K | |
| 9 | +$4.1K | |
| 10 | +$2.9K | |
| 11 | +$2.2K | |
| 12 | +$1.5K | |
| 13 | +$1.2K | |
| 14 | +$649 | |
| 15 | +$10 | |
| 16 | -$113 | |
| 17 | -$386 | |
| 18 | -$1.5K | |
| 19 | -$1.7K | |
| 20 | -$231.6K | |
| 21 | -$2.8M |