Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | DAVENPORT & Co LLC | $20.3M |
| 2 | Stephens Group, LLC | $13.2M |
| 3 | Sequoia Financial Advisors, LLC | $8.0M |
| 4 | SteelPeak Wealth, LLC | $2.1M |
| 5 | Police & Firemen's Retirement System of New Jersey | $847.8K |
| 6 | Poehling Capital Management, INC. | $766.0K |
| 7 | Ahara Advisors LLC | $578.6K |
| 8 | EXCHANGE TRADED CONCEPTS, LLC | $287.3K |
| 9 | Cornerstone Wealth Management, LLC | $265.1K |
| 10 | ALTERNA WEALTH MANAGEMENT, INC | $180.2K |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $147.2K |
| 12 | Abel Hall, LLC | $142.7K |
| 13 | SBI Securities Co., Ltd. | $13.5K |
| 14 | Crewe Advisors LLC | $5.1K |
| 15 | ENTRUST FINANCIAL LLC | $1.9K |
| 16 | GAMMA Investing LLC | $1.7K |
| 17 | EverSource Wealth Advisors, LLC | $553 |
| 18 | FNY Investment Advisers, LLC | $386 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$11.8M | |
| 2 | +$11.0M | |
| 3 | +$8.0M | |
| 4 | +$2.1M | |
| 5 | +$847.8K | |
| 6 | +$393.2K | |
| 7 | +$229.0K | |
| 8 | +$142.7K | |
| 9 | +$77.4K | |
| 10 | +$61.6K | |
| 11 | +$49.6K | |
| 12 | +$13.0K | |
| 13 | +$2.7K | |
| 14 | +$1.7K | |
| 15 | +$553 | |
| 16 | +$386 | |
| 17 | +$371 | |
| 18 | -$653 | |
| 19 | -$356.0K |