Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | Byrne Asset Management LLC | $753.5K |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $674.4K |
| 3 | LVW Advisors, LLC | $417.3K |
| 4 | Net Worth Advisory Group | $253.3K |
| 5 | Police & Firemen's Retirement System of New Jersey | $235.3K |
| 6 | Farther Finance Advisors, LLC | $229.7K |
| 7 | Merit Financial Group, LLC | $225.1K |
| 8 | Diversified Trust Co | $222.3K |
| 9 | WADDELL & ASSOCIATES, LLC | $94.7K |
| 10 | Abel Hall, LLC | $82.2K |
| 11 | Bensler, LLC | $81.5K |
| 12 | Mesirow Financial Investment Management, Inc. | $73.2K |
| 13 | NorthCrest Asset Manangement, LLC | $71.2K |
| 14 | IFP Advisors, Inc | $48.2K |
| 15 | EverSource Wealth Advisors, LLC | $31.7K |
| 16 | True Wealth Design, LLC | $6.2K |
| 17 | Wealth Enhancement Trust Services, Inc. | $3.9K |
| 18 | SJS Investment Consulting Inc. | $3.9K |
| 19 | GAMMA Investing LLC | $3.4K |
| 20 | SBI Securities Co., Ltd. | $952 |
| 21 | Princeton Global Asset Management LLC | $685 |
| 22 | Physician Wealth Advisors, Inc. | $398 |
| 23 | State of Alaska, Department of Revenue | $40 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$600.4K | |
| 2 | +$392.7K | |
| 3 | +$291.0K | |
| 4 | +$225.1K | |
| 5 | +$145.1K | |
| 6 | +$121.5K | |
| 7 | +$115.9K | |
| 8 | +$94.7K | |
| 9 | +$81.5K | |
| 10 | +$71.2K | |
| 11 | +$45.1K | |
| 12 | +$43.4K | |
| 13 | +$38.2K | |
| 14 | +$24.9K | |
| 15 | +$6.1K | |
| 16 | +$3.9K | |
| 17 | +$3.3K | |
| 18 | +$2.0K | |
| 19 | +$791 | |
| 20 | +$398 | |
| 21 | +$357 | |
| 22 | +$21 | |
| 23 | -$820 | |
| 24 | -$1.6K | |
| 25 | -$154.1K | |
| 26 | -$261.9K |