Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Ledgewood Wealth Advisors, LLC | $1.3M |
| 2 | Wealth Management Associates, Inc. | $710.4K |
| 3 | Police & Firemen's Retirement System of New Jersey | $248.2K |
| 4 | China Universal Asset Management Co., Ltd. | $150.9K |
| 5 | Premier Path Wealth Partners, LLC | $144.0K |
| 6 | Abel Hall, LLC | $87.8K |
| 7 | SBI Securities Co., Ltd. | $74.3K |
| 8 | WMG Financial Advisors, LLC | $60.5K |
| 9 | PFG Investments, LLC | $52.8K |
| 10 | Mirae Asset Global Investments Co., Ltd. | $42.4K |
| 11 | EASTERN BANK | $24.0K |
| 12 | SIGNATUREFD, LLC | $12.3K |
| 13 | Hartford Financial Management Inc. | $4.3K |
| 14 | HARBOR INVESTMENT ADVISORY, LLC | $2.4K |
| 15 | GAMMA Investing LLC | $1.1K |
| 16 | EverSource Wealth Advisors, LLC | $931 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$117.0K | |
| 2 | +$83.5K | |
| 3 | +$60.7K | |
| 4 | +$3.8K | |
| 5 | +$3.3K | |
| 6 | +$1.5K | |
| 7 | +$767 | |
| 8 | +$318 | |
| 9 | +$275 | |
| 10 | +$270 | |
| 11 | +$150 | |
| 12 | $0 | |
| 13 | -$5 | |
| 14 | -$529 | |
| 15 | -$2.5K | |
| 16 | -$2.7K | |
| 17 | -$2.7K | |
| 18 | -$27.7K | |
| 19 | -$36.0K |