Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | SALZHAUER MICHAEL | $9.9M |
| 2 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $1.6M |
| 3 | EQUITABLE TRUST CO | $822.7K |
| 4 | Y-Intercept (Hong Kong) Ltd | $432.9K |
| 5 | Sequoia Financial Advisors, LLC | $371.4K |
| 6 | HHM Wealth Advisors, LLC | $344.0K |
| 7 | Yorktown Management & Research Co Inc | $316.7K |
| 8 | Welch Group, LLC | $304.9K |
| 9 | Police & Firemen's Retirement System of New Jersey | $213.5K |
| 10 | Diversified Trust Co | $205.8K |
| 11 | SIGNATUREFD, LLC | $93.7K |
| 12 | Versant Capital Management, Inc | $31.6K |
| 13 | PROFFITT & GOODSON INC | $28.2K |
| 14 | EverSource Wealth Advisors, LLC | $20.2K |
| 15 | GAMMA Investing LLC | $6.1K |
| 16 | MassMutual Private Wealth & Trust, FSB | $4.5K |
| 17 | Farther Finance Advisors, LLC | $2.7K |
| 18 | IFP Advisors, Inc | $2.2K |
| 19 | Fortitude Family Office, LLC | $1.3K |
| 20 | True Wealth Design, LLC | $1.2K |
| 21 | State of Alaska, Department of Revenue | $97 |
| 22 | SJS Investment Consulting Inc. | $47 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$1.6M | |
| 2 | +$374.3K | |
| 3 | +$371.4K | |
| 4 | +$273.9K | |
| 5 | +$205.8K | |
| 6 | +$145.4K | |
| 7 | +$84.8K | |
| 8 | +$76.0K | |
| 9 | +$52.9K | |
| 10 | +$51.0K | |
| 11 | +$5.3K | |
| 12 | +$4.7K | |
| 13 | +$2.1K | |
| 14 | +$1.3K | |
| 15 | +$1.0K | |
| 16 | +$837 | |
| 17 | +$744 | |
| 18 | +$196 | |
| 19 | +$47 | |
| 20 | +$16 | |
| 21 | -$9.5K | |
| 22 | -$359.5K |