Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | CWA Asset Management Group, LLC | $1.8M |
| 2 | Steadtrust LLC | $1.3M |
| 3 | EASTERLY INVESTMENT PARTNERS LLC | $1.3M |
| 4 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $1.1M |
| 5 | Police & Firemen's Retirement System of New Jersey | $298.5K |
| 6 | EXCHANGE TRADED CONCEPTS, LLC | $297.1K |
| 7 | Westmount Partners, LLC | $285.1K |
| 8 | Plan A Wealth LLC | $259.1K |
| 9 | M.E. ALLISON & CO., INC. | $230.9K |
| 10 | LVW Advisors, LLC | $215.8K |
| 11 | EVERGREEN CAPITAL MANAGEMENT LLC | $206.0K |
| 12 | Baron Wealth Management LLC | $173.3K |
| 13 | Sowell Financial Services LLC | $168.7K |
| 14 | SIGNATUREFD, LLC | $117.1K |
| 15 | Blue Trust, Inc. | $74.6K |
| 16 | Farther Finance Advisors, LLC | $49.5K |
| 17 | SBI Securities Co., Ltd. | $34.2K |
| 18 | IFP Advisors, Inc | $30.8K |
| 19 | Physician Wealth Advisors, Inc. | $2.7K |
| 20 | Cape Investment Advisory, Inc. | $1.5K |
| 21 | SALEM INVESTMENT COUNSELORS INC | $1.5K |
| 22 | Triumph Capital Management | $1.1K |
| 23 | Handelsbanken Fonder AB | $478 |
| 24 | State of Alaska, Department of Revenue | $51 |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$982.0K | |
| 2 | +$299.4K | |
| 3 | +$212.6K | |
| 4 | +$206.0K | |
| 5 | +$88.5K | |
| 6 | +$68.6K | |
| 7 | +$64.2K | |
| 8 | +$57.6K | |
| 9 | +$53.7K | |
| 10 | +$30.8K | |
| 11 | +$19.2K | |
| 12 | +$18.3K | |
| 13 | +$14.8K | |
| 14 | +$2.7K | |
| 15 | +$1.5K | |
| 16 | +$94 | |
| 17 | +$71 | |
| 18 | +$31 | |
| 19 | +$3 | |
| 20 | -$1.4K | |
| 21 | -$1.6K | |
| 22 | -$1.9K | |
| 23 | -$7.9K | |
| 24 | -$9.2K | |
| 25 | -$16.8K | |
| 26 | -$22.6K | |
| 27 | -$88.3K | |
| 28 | -$136.2K | |
| 29 | -$351.2K | |
| 30 | -$517.8K |