Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | EXCHANGE TRADED CONCEPTS, LLC | $11.9M |
| 2 | Kopion Asset Management, LLC | $8.1M |
| 3 | Douglas Lane & Associates, LLC | $4.3M |
| 4 | MOODY NATIONAL BANK TRUST DIVISION | $715.9K |
| 5 | Y-Intercept (Hong Kong) Ltd | $391.9K |
| 6 | Olympiad Research LP | $291.3K |
| 7 | GC Wealth Management RIA, LLC | $180.3K |
| 8 | NorthCrest Asset Manangement, LLC | $156.2K |
| 9 | Formidable Asset Management, LLC | $120.4K |
| 10 | SBI Securities Co., Ltd. | $55.3K |
| 11 | SIGNATUREFD, LLC | $22.6K |
| 12 | IFP Advisors, Inc | $10.8K |
| 13 | TOTH FINANCIAL ADVISORY CORP | $6.8K |
| 14 | Farther Finance Advisors, LLC | $3.2K |
| 15 | AdvisorNet Financial, Inc | $3.0K |
| 16 | FINANCIAL CONSULATE, INC | $1.7K |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3K |
| 18 | Trust Co | $856 |
| 19 | Key FInancial Inc | $360 |
| 20 | EverSource Wealth Advisors, LLC | $86 |
| 21 | State of Alaska, Department of Revenue | $34 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$876.3K | |
| 2 | +$391.9K | |
| 3 | +$155.1K | |
| 4 | +$25.5K | |
| 5 | +$15.8K | |
| 6 | +$12.9K | |
| 7 | +$3.0K | |
| 8 | +$2.0K | |
| 9 | +$1.1K | |
| 10 | +$600 | |
| 11 | +$262 | |
| 12 | +$75 | |
| 13 | +$32 | |
| 14 | +$3 | |
| 15 | $0 | |
| 16 | -$70 | |
| 17 | -$301 | |
| 18 | -$451 | |
| 19 | -$1.3K | |
| 20 | -$1.4K | |
| 21 | -$2.3K | |
| 22 | -$168.4K | |
| 23 | -$258.6K | |
| 24 | -$2.4M |