Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | EPIQ PARTNERS, LLC | $4.3M |
| 2 | Hennion & Walsh Asset Management, Inc. | $2.3M |
| 3 | Triad Investment Management | $1.9M |
| 4 | MERIDIAN INVESTMENT COUNSEL INC. | $848.9K |
| 5 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $789.9K |
| 6 | Triumph Capital Management | $678.0K |
| 7 | Significant Wealth Partners LLC | $363.0K |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $347.2K |
| 9 | Sound Income Strategies, LLC | $267.2K |
| 10 | FLAGSHIP HARBOR ADVISORS, LLC | $238.5K |
| 11 | Attessa Capital LLC | $148.4K |
| 12 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | $133.6K |
| 13 | Abel Hall, LLC | $123.7K |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $108.5K |
| 15 | Catalyst Capital Advisors LLC | $84.4K |
| 16 | EverSource Wealth Advisors, LLC | $49.5K |
| 17 | Founders Capital Management | $14.1K |
| 18 | GAMMA Investing LLC | $8.2K |
| 19 | COUNTRY TRUST BANK | $7.4K |
| 20 | Farther Finance Advisors, LLC | $3.1K |
| 21 | Hilltop National Bank | $3.0K |
| 22 | FIRST HORIZON CORP | $2.5K |
| 23 | State of Alaska, Department of Revenue | $30 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$267.2K | |
| 2 | +$148.4K | |
| 3 | +$133.6K | |
| 4 | +$84.4K | |
| 5 | +$80.5K | |
| 6 | +$69.8K | |
| 7 | +$7.4K | |
| 8 | +$3.1K | |
| 9 | +$2.5K | |
| 10 | -$5 | |
| 11 | -$475 | |
| 12 | -$1.2K | |
| 13 | -$1.9K | |
| 14 | -$2.2K | |
| 15 | -$2.3K | |
| 16 | -$7.8K | |
| 17 | -$19.4K | |
| 18 | -$39.5K | |
| 19 | -$42.3K | |
| 20 | -$56.9K | |
| 21 | -$67.1K | |
| 22 | -$125.5K | |
| 23 | -$454.1K | |
| 24 | -$601.1K | |
| 25 | -$727.7K | |
| 26 | -$1.8M |