Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Y-Intercept (Hong Kong) Ltd | $1.1M |
| 2 | SIERRA SUMMIT ADVISORS LLC | $910.5K |
| 3 | SLT Holdings LLC | $324.1K |
| 4 | Mesirow Financial Investment Management, Inc. | $278.5K |
| 5 | J.W. COLE ADVISORS, INC. | $262.0K |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $126.7K |
| 7 | Diversified Trust Co | $123.0K |
| 8 | Police & Firemen's Retirement System of New Jersey | $112.6K |
| 9 | Triumph Capital Management | $26.0K |
| 10 | IFP Advisors, Inc | $18.2K |
| 11 | Farther Finance Advisors, LLC | $8.7K |
| 12 | GAMMA Investing LLC | $8.6K |
| 13 | FINANCIAL CONSULATE, INC | $6.2K |
| 14 | SIGNATUREFD, LLC | $2.7K |
| 15 | EverSource Wealth Advisors, LLC | $2.6K |
| 16 | Fortitude Family Office, LLC | $677 |
| 17 | True Wealth Design, LLC | $640 |
| 18 | Wealth Enhancement Trust Services, Inc. | $467 |
| 19 | SJS Investment Consulting Inc. | $25 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$910.5K | |
| 3 | +$324.1K | |
| 4 | +$42.1K | |
| 5 | +$26.0K | |
| 6 | +$13.2K | |
| 7 | +$2.7K | |
| 8 | +$640 | |
| 9 | +$467 | |
| 10 | +$273 | |
| 11 | +$175 | |
| 12 | +$25 | |
| 13 | -$39 | |
| 14 | -$355 | |
| 15 | -$876 | |
| 16 | -$7.1K | |
| 17 | -$7.3K | |
| 18 | -$16.1K | |
| 19 | -$41.5K | |
| 20 | -$1.2M |