Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | River Road Asset Management, LLC | $9.5M |
| 2 | Hennion & Walsh Asset Management, Inc. | $2.5M |
| 3 | CWA Asset Management Group, LLC | $2.1M |
| 4 | BURNEY CO/ | $909.8K |
| 5 | Vest Financial, LLC | $812.8K |
| 6 | Y-Intercept (Hong Kong) Ltd | $713.0K |
| 7 | D.A. DAVIDSON & CO. | $447.1K |
| 8 | Centurion Wealth Management LLC | $350.8K |
| 9 | Police & Firemen's Retirement System of New Jersey | $347.4K |
| 10 | TOTH FINANCIAL ADVISORY CORP | $335.6K |
| 11 | Baron Wealth Management LLC | $221.2K |
| 12 | AdvisorNet Financial, Inc | $151.9K |
| 13 | EASTERN BANK | $30.5K |
| 14 | MassMutual Private Wealth & Trust, FSB | $28.7K |
| 15 | IFP Advisors, Inc | $14.3K |
| 16 | Triumph Capital Management | $6.9K |
| 17 | SBI Securities Co., Ltd. | $6.7K |
| 18 | Farther Finance Advisors, LLC | $1.8K |
| 19 | Dogwood Wealth Management LLC | $1.7K |
| 20 | Golden State Wealth Management, LLC | $1.6K |
| 21 | PARK AVENUE SECURITIES LLC | $706 |
| 22 | SJS Investment Consulting Inc. | $672 |
| 23 | GAMMA Investing LLC | $488 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$512.8K | |
| 3 | +$446.3K | |
| 4 | +$271.8K | |
| 5 | +$221.2K | |
| 6 | +$84.5K | |
| 7 | +$75.8K | |
| 8 | +$69.0K | |
| 9 | +$68.3K | |
| 10 | +$29.9K | |
| 11 | +$6.2K | |
| 12 | +$6.2K | |
| 13 | +$6.0K | |
| 14 | +$5.7K | |
| 15 | +$2.8K | |
| 16 | +$1.7K | |
| 17 | +$706 | |
| 18 | +$324 | |
| 19 | +$132 | |
| 20 | +$96 | |
| 21 | -$4.1K | |
| 22 | -$230.5K | |
| 23 | -$737.7K | |
| 24 | -$780.9K | |
| 25 | -$5.5M |