Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | FIRST HORIZON CORP | $10.8M |
| 2 | Linden Thomas Advisory Services, LLC | $1.8M |
| 3 | New England Research & Management, Inc. | $1.1M |
| 4 | ROCKLAND TRUST CO | $967.7K |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $489.2K |
| 6 | Hennion & Walsh Asset Management, Inc. | $334.4K |
| 7 | COLTON GROOME FINANCIAL ADVISORS, LLC | $269.6K |
| 8 | SANDERS MORRIS HARRIS LLC | $223.1K |
| 9 | Barry Investment Advisors, LLC | $220.5K |
| 10 | Police & Firemen's Retirement System of New Jersey | $213.5K |
| 11 | BARRETT & COMPANY, INC. | $200.0K |
| 12 | SIGNATUREFD, LLC | $135.0K |
| 13 | Versant Capital Management, Inc | $35.4K |
| 14 | Farther Finance Advisors, LLC | $30.3K |
| 15 | EverSource Wealth Advisors, LLC | $27.0K |
| 16 | GAMMA Investing LLC | $14.1K |
| 17 | IFP Advisors, Inc | $13.2K |
| 18 | True Wealth Design, LLC | $9.0K |
| 19 | SBI Securities Co., Ltd. | $4.7K |
| 20 | Physician Wealth Advisors, Inc. | $2.7K |
| 21 | SJS Investment Consulting Inc. | $2.3K |
| 22 | MassMutual Private Wealth & Trust, FSB | $1.0K |
| 23 | Wealth Enhancement Trust Services, Inc. | $1.0K |
| 24 | Capital Advisors, Ltd. LLC | $2 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$894.6K | |
| 2 | +$628.9K | |
| 3 | +$284.7K | |
| 4 | +$269.6K | |
| 5 | +$105.9K | |
| 6 | +$89.7K | |
| 7 | +$59.3K | |
| 8 | +$52.4K | |
| 9 | +$18.5K | |
| 10 | +$18.3K | |
| 11 | +$16.0K | |
| 12 | +$11.9K | |
| 13 | +$8.4K | |
| 14 | +$5.5K | |
| 15 | +$4.0K | |
| 16 | +$3.5K | |
| 17 | +$1.8K | |
| 18 | +$1.7K | |
| 19 | +$1.5K | |
| 20 | +$1.0K | |
| 21 | +$319 | |
| 22 | +$84 | |
| 23 | $0 | |
| 24 | -$10.9K |