Snapshot holdings30 / 30 loaded
| # | ||
|---|---|---|
| 1 | BDF-GESTION | $5.9M |
| 2 | Y-Intercept (Hong Kong) Ltd | $2.8M |
| 3 | Credit Capital Investments LLC | $2.3M |
| 4 | EQUITABLE TRUST CO | $628.9K |
| 5 | ARDSLEY ADVISORY PARTNERS LP | $315.0K |
| 6 | EVERGREEN CAPITAL MANAGEMENT LLC | $307.6K |
| 7 | Police & Firemen's Retirement System of New Jersey | $208.0K |
| 8 | HM PAYSON & CO | $132.3K |
| 9 | Investors Research Corp | $85.7K |
| 10 | Ballentine Partners, LLC | $75.9K |
| 11 | Sage Investment Advisers LLC | $75.6K |
| 12 | Abel Hall, LLC | $73.1K |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $73.1K |
| 14 | GAMMA Investing LLC | $36.1K |
| 15 | SIGNATUREFD, LLC | $28.9K |
| 16 | EverSource Wealth Advisors, LLC | $22.1K |
| 17 | Founders Capital Management | $13.9K |
| 18 | EASTERN BANK | $9.4K |
| 19 | Owl Creek Wealth Partners LLC | $7.8K |
| 20 | IFP Advisors, Inc | $6.1K |
| 21 | Farther Finance Advisors, LLC | $5.8K |
| 22 | SBI Securities Co., Ltd. | $1.0K |
| 23 | Physician Wealth Advisors, Inc. | $927 |
| 24 | Versant Capital Management, Inc | $605 |
| 25 | Robinswood Financial LLC | $378 |
| 26 | MassMutual Private Wealth & Trust, FSB | $145 |
| 27 | True Wealth Design, LLC | $108 |
| 28 | SJS Investment Consulting Inc. | $82 |
| 29 | Hughes Financial Services, LLC | $6 |
| 30 | Capital Advisors, Ltd. LLC | $0 |
Manager changes2026-06-30 vs 2026-03-3131 / 31 loaded
| # | ||
|---|---|---|
| 1 | +$5.4M | |
| 2 | +$2.6M | |
| 3 | +$315.0K | |
| 4 | +$89.2K | |
| 5 | +$73.1K | |
| 6 | +$13.4K | |
| 7 | +$6.1K | |
| 8 | +$3.1K | |
| 9 | +$108 | |
| 10 | +$82 | |
| 11 | $0 | |
| 12 | -$4 | |
| 13 | -$80 | |
| 14 | -$208 | |
| 15 | -$510 | |
| 16 | -$724 | |
| 17 | -$975 | |
| 18 | -$4.3K | |
| 19 | -$7.6K | |
| 20 | -$13.5K | |
| 21 | -$15.9K | |
| 22 | -$21.5K | |
| 23 | -$37.0K | |
| 24 | -$41.1K | |
| 25 | -$48.2K | |
| 26 | -$52.1K | |
| 27 | -$74.8K | |
| 28 | -$114.5K | |
| 29 | -$168.1K | |
| 30 | -$420.6K | |
| 31 | -$1.5M |