Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $6.7M |
| 2 | Blue Trust, Inc. | $5.9M |
| 3 | Valeo Financial Advisors, LLC | $3.2M |
| 4 | SALZHAUER MICHAEL | $2.5M |
| 5 | Annex Advisory Services, LLC | $1.7M |
| 6 | Guided Capital Wealth Management, LLC | $898.3K |
| 7 | DOLIVER ADVISORS, LP | $852.7K |
| 8 | Waterway Wealth Management, LLC | $222.2K |
| 9 | Police & Firemen's Retirement System of New Jersey | $193.4K |
| 10 | IFP Advisors, Inc | $186.7K |
| 11 | GAMMA Investing LLC | $29.9K |
| 12 | Versant Capital Management, Inc | $20.6K |
| 13 | SIGNATUREFD, LLC | $889 |
| 14 | True Wealth Design, LLC | $364 |
| 15 | EverSource Wealth Advisors, LLC | $323 |
| 16 | Farther Finance Advisors, LLC | $242 |
| 17 | State of Alaska, Department of Revenue | $79 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$959.0K | |
| 2 | +$736.1K | |
| 3 | +$723.6K | |
| 4 | +$378.0K | |
| 5 | +$185.9K | |
| 6 | +$86.7K | |
| 7 | +$54.0K | |
| 8 | +$46.7K | |
| 9 | +$14.1K | |
| 10 | +$2.3K | |
| 11 | +$1.9K | |
| 12 | +$165 | |
| 13 | +$134 | |
| 14 | +$23 | |
| 15 | +$4 | |
| 16 | -$1.2K | |
| 17 | -$5.8K | |
| 18 | -$33.6K | |
| 19 | -$228.6K | |
| 20 | -$346.0K |