Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $16.3M |
| 2 | AdviceOne Advisory Services, LLC | $1.2M |
| 3 | IFP Advisors, Inc | $967.3K |
| 4 | Y-Intercept (Hong Kong) Ltd | $159.8K |
| 5 | Plancorp, LLC | $129.1K |
| 6 | Police & Firemen's Retirement System of New Jersey | $115.4K |
| 7 | Brookwood Investment Group LLC | $103.5K |
| 8 | CoreCap Advisors, LLC | $6.5K |
| 9 | GAMMA Investing LLC | $3.8K |
| 10 | Farther Finance Advisors, LLC | $2.6K |
| 11 | Bogart Wealth, LLC | $1.9K |
| 12 | SJS Investment Consulting Inc. | $1.3K |
| 13 | EverSource Wealth Advisors, LLC | $324 |
| 14 | SIGNATUREFD, LLC | $226 |
| 15 | SBI Securities Co., Ltd. | $194 |
| 16 | State of Alaska, Department of Revenue | $40 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$2.5M | |
| 2 | +$202.6K | |
| 3 | +$164.4K | |
| 4 | +$129.1K | |
| 5 | +$103.5K | |
| 6 | +$59.4K | |
| 7 | +$1.9K | |
| 8 | +$1.3K | |
| 9 | +$1.1K | |
| 10 | +$283 | |
| 11 | +$24 | |
| 12 | +$7 | |
| 13 | -$48 | |
| 14 | -$1.3K | |
| 15 | -$16.9K | |
| 16 | -$57.2K |