Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | MIZUHO MARKETS AMERICAS LLC | $16.5M |
| 2 | Y-Intercept (Hong Kong) Ltd | $1.8M |
| 3 | Abel Hall, LLC | $428.5K |
| 4 | Yorktown Management & Research Co Inc | $373.3K |
| 5 | Farther Finance Advisors, LLC | $290.8K |
| 6 | MOODY ALDRICH PARTNERS LLC | $265.6K |
| 7 | Police & Firemen's Retirement System of New Jersey | $231.6K |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $228.7K |
| 9 | AdvisorNet Financial, Inc | $199.7K |
| 10 | Allegheny Financial Group | $134.6K |
| 11 | Roxbury Financial LLC | $50.9K |
| 12 | SBI Securities Co., Ltd. | $47.9K |
| 13 | Founders Capital Management | $16.5K |
| 14 | Versant Capital Management, Inc | $11.8K |
| 15 | GAMMA Investing LLC | $5.9K |
| 16 | FINANCIAL CONSULATE, INC | $5.5K |
| 17 | SIGNATUREFD, LLC | $5.0K |
| 18 | EverSource Wealth Advisors, LLC | $3.7K |
| 19 | True Wealth Design, LLC | $3.5K |
| 20 | IFP Advisors, Inc | $2.3K |
| 21 | Fortitude Family Office, LLC | $1.1K |
| 22 | Physician Wealth Advisors, Inc. | $703 |
| 23 | MassMutual Private Wealth & Trust, FSB | $527 |
| 24 | SJS Investment Consulting Inc. | $110 |
| 25 | State of Alaska, Department of Revenue | $106 |
| 26 | Torren Management, LLC | $15 |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$560.8K | |
| 2 | +$93.5K | |
| 3 | +$52.9K | |
| 4 | +$16.5K | |
| 5 | +$13.2K | |
| 6 | +$1.6K | |
| 7 | +$1.1K | |
| 8 | +$191 | |
| 9 | +$59 | |
| 10 | -$2 | |
| 11 | -$15 | |
| 12 | -$492 | |
| 13 | -$805 | |
| 14 | -$810 | |
| 15 | -$885 | |
| 16 | -$956 | |
| 17 | -$1.3K | |
| 18 | -$1.7K | |
| 19 | -$3.2K | |
| 20 | -$7.7K | |
| 21 | -$19.8K | |
| 22 | -$39.2K | |
| 23 | -$55.1K | |
| 24 | -$57.0K | |
| 25 | -$63.0K | |
| 26 | -$308.2K | |
| 27 | -$379.8K | |
| 28 | -$884.2K | |
| 29 | -$1.9M | |
| 30 | -$2.4M |