Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Ardent Capital Management, Inc. | $981.4K |
| 2 | Farther Finance Advisors, LLC | $244.4K |
| 3 | Abel Hall, LLC | $237.8K |
| 4 | Curated Wealth Partners LLC | $104.6K |
| 5 | Attessa Capital LLC | $76.5K |
| 6 | Police & Firemen's Retirement System of New Jersey | $70.4K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $60.8K |
| 8 | 180 WEALTH ADVISORS, LLC | $46.2K |
| 9 | Triumph Capital Management | $23.6K |
| 10 | Allied Private Wealth LLC | $11.6K |
| 11 | Versant Capital Management, Inc | $9.1K |
| 12 | GAMMA Investing LLC | $3.6K |
| 13 | IFP Advisors, Inc | $2.7K |
| 14 | True Wealth Design, LLC | $1.4K |
| 15 | EverSource Wealth Advisors, LLC | $1.1K |
| 16 | MassMutual Private Wealth & Trust, FSB | $887 |
| 17 | SJS Investment Consulting Inc. | $32 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$981.4K | |
| 2 | +$76.5K | |
| 3 | +$65.4K | |
| 4 | +$60.8K | |
| 5 | +$7.1K | |
| 6 | +$1.5K | |
| 7 | +$67 | |
| 8 | +$32 | |
| 9 | -$150 | |
| 10 | -$2.1K | |
| 11 | -$2.2K | |
| 12 | -$3.1K | |
| 13 | -$4.7K | |
| 14 | -$4.7K | |
| 15 | -$6.8K | |
| 16 | -$8.0K | |
| 17 | -$119.1K |