Snapshot holdings29 / 29 loaded
| # | ||
|---|---|---|
| 1 | INTACT INVESTMENT MANAGEMENT INC. | $21.8M |
| 2 | WEDGE CAPITAL MANAGEMENT L L P/NC | $4.1M |
| 3 | CWA Asset Management Group, LLC | $4.1M |
| 4 | HENNESSY ADVISORS INC | $853.0K |
| 5 | CREDIT INDUSTRIEL ET COMMERCIAL | $761.8K |
| 6 | Value Partners Investments Inc. | $702.2K |
| 7 | TERRIL BROTHERS, INC. | $330.1K |
| 8 | BFSG, LLC | $265.5K |
| 9 | SIGNATUREFD, LLC | $264.7K |
| 10 | Post Resch Tallon Group Inc. | $252.0K |
| 11 | CIDEL ASSET MANAGEMENT INC | $157.4K |
| 12 | Ballentine Partners, LLC | $103.0K |
| 13 | EVERGREEN CAPITAL MANAGEMENT LLC | $84.7K |
| 14 | Pacifica Partners Inc. | $32.6K |
| 15 | Farther Finance Advisors, LLC | $31.8K |
| 16 | Central Pacific Bank - Trust Division | $29.3K |
| 17 | Hilltop National Bank | $29.3K |
| 18 | SBI Securities Co., Ltd. | $28.4K |
| 19 | EverSource Wealth Advisors, LLC | $13.8K |
| 20 | LANARK FINANCIAL, INC. | $12.6K |
| 21 | Physician Wealth Advisors, Inc. | $3.6K |
| 22 | SJS Investment Consulting Inc. | $2.3K |
| 23 | Crews Bank & Trust | $2.2K |
| 24 | SALEM INVESTMENT COUNSELORS INC | $1.7K |
| 25 | JFS WEALTH ADVISORS, LLC | $237 |
| 26 | A. D. Beadell Investment Counsel, Inc. | $73 |
| 27 | Center for Financial Planning, Inc. | $12 |
| 28 | Bogart Wealth, LLC | $6 |
| 29 | Roble, Belko & Company, Inc | $0 |
Manager changes2026-06-30 vs 2026-03-3131 / 31 loaded
| # | ||
|---|---|---|
| 1 | +$1.6M | |
| 2 | +$1.6M | |
| 3 | +$307.7K | |
| 4 | +$92.4K | |
| 5 | +$4.7K | |
| 6 | +$1.2K | |
| 7 | +$237 | |
| 8 | +$165 | |
| 9 | $0 | |
| 10 | $0 | |
| 11 | -$1 | |
| 12 | -$3 | |
| 13 | -$81 | |
| 14 | -$102 | |
| 15 | -$112 | |
| 16 | -$173 | |
| 17 | -$215 | |
| 18 | -$1.4K | |
| 19 | -$3.6K | |
| 20 | -$3.8K | |
| 21 | -$4.0K | |
| 22 | -$9.8K | |
| 23 | -$11.7K | |
| 24 | -$13.1K | |
| 25 | -$15.8K | |
| 26 | -$19.1K | |
| 27 | -$25.0K | |
| 28 | -$36.4K | |
| 29 | -$107.9K | |
| 30 | -$3.8M | |
| 31 | -$21.4M |