Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $778.1K |
| 2 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $573.5K |
| 3 | MOODY ALDRICH PARTNERS LLC | $279.4K |
| 4 | Prospera Financial Services Inc | $250.9K |
| 5 | RAMSEY QUANTITATIVE SYSTEMS | $185.9K |
| 6 | Composition Wealth, LLC | $119.8K |
| 7 | Wealth Architects, LLC | $91.7K |
| 8 | QRG CAPITAL MANAGEMENT, INC. | $81.7K |
| 9 | Diversified Trust Co | $57.8K |
| 10 | Police & Firemen's Retirement System of New Jersey | $51.3K |
| 11 | Farther Finance Advisors, LLC | $21.1K |
| 12 | Mirae Asset Global Investments Co., Ltd. | $12.3K |
| 13 | EverSource Wealth Advisors, LLC | $12.0K |
| 14 | Triumph Capital Management | $11.3K |
| 15 | SIGNATUREFD, LLC | $9.2K |
| 16 | VISION FINANCIAL MARKETS LLC | $2.7K |
| 17 | SBI Securities Co., Ltd. | $1.2K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$185.9K | |
| 2 | +$152.8K | |
| 3 | +$57.8K | |
| 4 | +$23.9K | |
| 5 | +$82 | |
| 6 | $0 | |
| 7 | $0 | |
| 8 | $0 | |
| 9 | -$39 | |
| 10 | -$85 | |
| 11 | -$1.1K | |
| 12 | -$1.4K | |
| 13 | -$2.4K | |
| 14 | -$8.6K | |
| 15 | -$9.5K | |
| 16 | -$11.0K | |
| 17 | -$13.1K | |
| 18 | -$169.2K | |
| 19 | -$278.5K | |
| 20 | -$431.8K | |
| 21 | -$461.4K |