Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Catterton Management Company, L.L.C. | $53.5M |
| 2 | Conestoga Capital Advisors, LLC | $1.5M |
| 3 | Police & Firemen's Retirement System of New Jersey | $406.5K |
| 4 | JUNCTURE WEALTH STRATEGIES, LLC | $348.3K |
| 5 | EXCHANGE TRADED CONCEPTS, LLC | $317.2K |
| 6 | SIGNATUREFD, LLC | $86.3K |
| 7 | Owl Creek Wealth Partners LLC | $10.5K |
| 8 | Blue Trust, Inc. | $9.1K |
| 9 | EverSource Wealth Advisors, LLC | $7.8K |
| 10 | Farther Finance Advisors, LLC | $4.0K |
| 11 | SBI Securities Co., Ltd. | $3.4K |
| 12 | ATWOOD & PALMER INC | $757 |
| 13 | IFP Advisors, Inc | $756 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$6.2M | |
| 2 | +$348.3K | |
| 3 | +$206.1K | |
| 4 | +$170.8K | |
| 5 | +$91.6K | |
| 6 | +$77.9K | |
| 7 | +$10.5K | |
| 8 | +$282 | |
| 9 | +$88 | |
| 10 | +$87 | |
| 11 | -$158 | |
| 12 | -$3.4K | |
| 13 | -$142.9K | |
| 14 | -$146.7K | |
| 15 | -$283.1K |