Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | Linden Thomas Advisory Services, LLC | $3.5M |
| 2 | Y-Intercept (Hong Kong) Ltd | $1.1M |
| 3 | SummerHaven Investment Management, LLC | $766.0K |
| 4 | Diversified Trust Co | $473.8K |
| 5 | Ballentine Partners, LLC | $356.0K |
| 6 | Police & Firemen's Retirement System of New Jersey | $274.2K |
| 7 | PFG Advisors | $269.1K |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $251.2K |
| 9 | SIGNATUREFD, LLC | $184.2K |
| 10 | GAMMA Investing LLC | $36.1K |
| 11 | Versant Capital Management, Inc | $30.6K |
| 12 | EverSource Wealth Advisors, LLC | $18.9K |
| 13 | SBI Securities Co., Ltd. | $14.4K |
| 14 | Key FInancial Inc | $9.1K |
| 15 | Farther Finance Advisors, LLC | $8.4K |
| 16 | FIRST HORIZON CORP | $7.0K |
| 17 | Fortitude Family Office, LLC | $6.7K |
| 18 | SJS Investment Consulting Inc. | $3.2K |
| 19 | Physician Wealth Advisors, Inc. | $2.7K |
| 20 | Valued Wealth Advisors LLC | $1.5K |
| 21 | IFP Advisors, Inc | $940 |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $479 |
| 23 | Bogart Wealth, LLC | $470 |
| 24 | JFS WEALTH ADVISORS, LLC | $314 |
| 25 | Hughes Financial Services, LLC | $313 |
| 26 | State of Alaska, Department of Revenue | $85 |
| 27 | TFC Financial Management, Inc. | $79 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$251.2K | |
| 3 | +$112.0K | |
| 4 | +$97.0K | |
| 5 | +$67.4K | |
| 6 | +$34.7K | |
| 7 | +$34.1K | |
| 8 | +$27.6K | |
| 9 | +$14.5K | |
| 10 | +$3.0K | |
| 11 | +$2.5K | |
| 12 | +$1.6K | |
| 13 | +$1.5K | |
| 14 | +$1.2K | |
| 15 | +$893 | |
| 16 | +$843 | |
| 17 | +$666 | |
| 18 | +$470 | |
| 19 | +$245 | |
| 20 | +$79 | |
| 21 | +$70 | |
| 22 | +$11 | |
| 23 | -$21 | |
| 24 | -$959 | |
| 25 | -$24.8K | |
| 26 | -$25.3K | |
| 27 | -$30.4K | |
| 28 | -$1.1M | |
| 29 | -$6.9M |