Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | EQUITABLE TRUST CO | $783.2K |
| 2 | Sequoia Financial Advisors, LLC | $272.5K |
| 3 | Turning Point Benefit Group, Inc. | $264.7K |
| 4 | Rodgers & Associates, LTD | $214.5K |
| 5 | Police & Firemen's Retirement System of New Jersey | $167.7K |
| 6 | FINANCIAL CONSULATE, INC | $68.3K |
| 7 | FIRST UNITED BANK & TRUST | $58.8K |
| 8 | Trust Co | $23.8K |
| 9 | GAMMA Investing LLC | $17.4K |
| 10 | EverSource Wealth Advisors, LLC | $1.0K |
| 11 | IFP Advisors, Inc | $831 |
| 12 | True Wealth Design, LLC | $713 |
| 13 | Farther Finance Advisors, LLC | $536 |
| 14 | SJS Investment Consulting Inc. | $60 |
| 15 | Hughes Financial Services, LLC | $59 |
| 16 | State of Alaska, Department of Revenue | $25 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$329.9K | |
| 2 | +$272.5K | |
| 3 | +$264.7K | |
| 4 | +$214.5K | |
| 5 | +$32.5K | |
| 6 | +$13.2K | |
| 7 | +$11.4K | |
| 8 | +$4.6K | |
| 9 | +$3.2K | |
| 10 | +$687 | |
| 11 | +$536 | |
| 12 | +$435 | |
| 13 | +$60 | |
| 14 | +$59 | |
| 15 | +$5 | |
| 16 | -$53 |