Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | SBI Securities Co., Ltd. | $573.8K |
| 2 | PERKINS CAPITAL MANAGEMENT INC | $414.4K |
| 3 | Police & Firemen's Retirement System of New Jersey | $384.8K |
| 4 | Hidden Cove Wealth Management, LLC | $319.6K |
| 5 | Arlington Capital Management, Inc. | $231.9K |
| 6 | EverSource Wealth Advisors, LLC | $58.3K |
| 7 | Versant Capital Management, Inc | $45.8K |
| 8 | GAMMA Investing LLC | $44.1K |
| 9 | Farther Finance Advisors, LLC | $14.4K |
| 10 | SIGNATUREFD, LLC | $8.9K |
| 11 | ARMSTRONG ADVISORY GROUP, INC | $6.1K |
| 12 | Blue Trust, Inc. | $4.8K |
| 13 | TOTH FINANCIAL ADVISORY CORP | $4.2K |
| 14 | Fortitude Family Office, LLC | $1.9K |
| 15 | Valued Wealth Advisors LLC | $1.5K |
| 16 | CoreCap Advisors, LLC | $1.5K |
| 17 | True Wealth Design, LLC | $1.1K |
| 18 | IFP Advisors, Inc | $104 |
| 19 | Hughes Financial Services, LLC | $70 |
| 20 | State of Alaska, Department of Revenue | $42 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$319.6K | |
| 2 | +$231.9K | |
| 3 | +$116.9K | |
| 4 | +$50.1K | |
| 5 | +$8.4K | |
| 6 | +$6.1K | |
| 7 | +$4.0K | |
| 8 | +$1.5K | |
| 9 | +$1.4K | |
| 10 | +$1.3K | |
| 11 | +$1.0K | |
| 12 | +$407 | |
| 13 | +$311 | |
| 14 | +$49 | |
| 15 | +$43 | |
| 16 | +$9 | |
| 17 | -$1.7K | |
| 18 | -$2.7K | |
| 19 | -$2.7K | |
| 20 | -$7.3K | |
| 21 | -$269.5K | |
| 22 | -$309.3K |