Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | $2.9M |
| 2 | Hennion & Walsh Asset Management, Inc. | $2.1M |
| 3 | BTC Capital Management, Inc. | $1.9M |
| 4 | ARDSLEY ADVISORY PARTNERS LP | $1.2M |
| 5 | Baader Bank Aktiengesellschaft | $594.9K |
| 6 | JUNCTURE WEALTH STRATEGIES, LLC | $513.2K |
| 7 | Harbour Capital Advisors, LLC | $451.0K |
| 8 | DAVENPORT & Co LLC | $370.5K |
| 9 | SHAKER INVESTMENTS LLC/OH | $230.5K |
| 10 | QRG CAPITAL MANAGEMENT, INC. | $211.5K |
| 11 | GAMMA Investing LLC | $136.9K |
| 12 | SIGNATUREFD, LLC | $111.7K |
| 13 | SBI Securities Co., Ltd. | $104.1K |
| 14 | Catalyst Capital Advisors LLC | $88.2K |
| 15 | Farther Finance Advisors, LLC | $58.4K |
| 16 | ADIRONDACK TRUST CO | $12.3K |
| 17 | Founders Capital Management | $11.9K |
| 18 | EverSource Wealth Advisors, LLC | $11.7K |
| 19 | Main Street Group, LTD | $9.9K |
| 20 | Triumph Capital Management | $9.9K |
| 21 | SJS Investment Consulting Inc. | $4.0K |
| 22 | Blue Trust, Inc. | $2.2K |
| 23 | Princeton Global Asset Management LLC | $1.5K |
| 24 | HIGHLINE WEALTH PARTNERS LLC | $1.0K |
| 25 | Handelsbanken Fonder AB | $601 |
| 26 | Physician Wealth Advisors, Inc. | $417 |
| 27 | LifeSteps Financial, Inc. | $317 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$1.9M | |
| 2 | +$1.2M | |
| 3 | +$849.9K | |
| 4 | +$660.0K | |
| 5 | +$513.2K | |
| 6 | +$451.0K | |
| 7 | +$211.5K | |
| 8 | +$104.1K | |
| 9 | +$64.8K | |
| 10 | +$52.5K | |
| 11 | +$47.8K | |
| 12 | +$46.5K | |
| 13 | +$23.0K | |
| 14 | +$16.0K | |
| 15 | +$9.0K | |
| 16 | +$3.5K | |
| 17 | +$3.3K | |
| 18 | +$2.8K | |
| 19 | +$2.8K | |
| 20 | +$1.5K | |
| 21 | +$1.1K | |
| 22 | +$317 | |
| 23 | +$284 | |
| 24 | +$243 | |
| 25 | -$140 | |
| 26 | -$27.8K | |
| 27 | -$32.3K | |
| 28 | -$71.3K |