Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | Accredited Investors Inc. | $2.8M |
| 2 | Kopp Family Office, LLC | $2.5M |
| 3 | BURNEY CO/ | $2.4M |
| 4 | SummerHaven Investment Management, LLC | $2.3M |
| 5 | CWA Asset Management Group, LLC | $2.1M |
| 6 | Plancorp, LLC | $290.4K |
| 7 | 1620 INVESTMENT ADVISORS, INC. | $210.5K |
| 8 | Police & Firemen's Retirement System of New Jersey | $194.1K |
| 9 | IFP Advisors, Inc | $107.4K |
| 10 | Versant Capital Management, Inc | $97.8K |
| 11 | Spire Wealth Management | $79.4K |
| 12 | SBI Securities Co., Ltd. | $32.8K |
| 13 | City State Bank | $29.8K |
| 14 | Farther Finance Advisors, LLC | $21.7K |
| 15 | EverSource Wealth Advisors, LLC | $8.1K |
| 16 | SIGNATUREFD, LLC | $7.7K |
| 17 | GAMMA Investing LLC | $3.1K |
| 18 | Torren Management, LLC | $3.0K |
| 19 | JNBA Financial Advisors | $1.8K |
| 20 | SJS Investment Consulting Inc. | $1.4K |
| 21 | Dogwood Wealth Management LLC | $1.1K |
| 22 | Fortitude Family Office, LLC | $536 |
| 23 | Midway Capital Research & Management | $447 |
| 24 | State of Alaska, Department of Revenue | $178 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$406.8K | |
| 2 | +$346.3K | |
| 3 | +$314.0K | |
| 4 | +$290.4K | |
| 5 | +$287.1K | |
| 6 | +$255.0K | |
| 7 | +$79.4K | |
| 8 | +$34.9K | |
| 9 | +$32.8K | |
| 10 | +$31.6K | |
| 11 | +$23.8K | |
| 12 | +$19.6K | |
| 13 | +$7.3K | |
| 14 | +$7.3K | |
| 15 | +$3.6K | |
| 16 | +$2.5K | |
| 17 | +$1.4K | |
| 18 | +$536 | |
| 19 | +$369 | |
| 20 | +$226 | |
| 21 | +$135 | |
| 22 | +$55 | |
| 23 | +$22 | |
| 24 | -$131 | |
| 25 | -$236 | |
| 26 | -$356 | |
| 27 | -$533.1K | |
| 28 | -$556.8K | |
| 29 | -$1.2M |