Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $444.0K |
| 2 | Ahara Advisors LLC | $379.2K |
| 3 | Penbrook Management LLC | $372.6K |
| 4 | Blue Trust, Inc. | $321.4K |
| 5 | Police & Firemen's Retirement System of New Jersey | $234.7K |
| 6 | Merit Financial Group, LLC | $148.7K |
| 7 | Y-Intercept (Hong Kong) Ltd | $110.5K |
| 8 | Farther Finance Advisors, LLC | $32.6K |
| 9 | EverSource Wealth Advisors, LLC | $25.6K |
| 10 | Versant Capital Management, Inc | $24.5K |
| 11 | IFP Advisors, Inc | $22.2K |
| 12 | SIGNATUREFD, LLC | $8.8K |
| 13 | True Wealth Design, LLC | $5.6K |
| 14 | GAMMA Investing LLC | $5.1K |
| 15 | Fortitude Family Office, LLC | $4.7K |
| 16 | SBI Securities Co., Ltd. | $2.7K |
| 17 | Physician Wealth Advisors, Inc. | $2.4K |
| 18 | SJS Investment Consulting Inc. | $819 |
| 19 | Quaker Wealth Management, LLC | $513 |
| 20 | HHM Wealth Advisors, LLC | $92 |
| 21 | State of Alaska, Department of Revenue | $34 |
| 22 | Hughes Financial Services, LLC | $8 |
| 23 | Ulland Investment Advisors, LLC | $0 |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$379.2K | |
| 2 | +$372.6K | |
| 3 | +$220.1K | |
| 4 | +$75.7K | |
| 5 | +$70.2K | |
| 6 | +$47.2K | |
| 7 | +$28.1K | |
| 8 | +$19.2K | |
| 9 | +$15.7K | |
| 10 | +$4.7K | |
| 11 | +$3.9K | |
| 12 | +$2.4K | |
| 13 | +$641 | |
| 14 | +$245 | |
| 15 | +$56 | |
| 16 | +$10 | |
| 17 | +$3 | |
| 18 | $0 | |
| 19 | $0 | |
| 20 | -$12 | |
| 21 | -$580 | |
| 22 | -$1.4K | |
| 23 | -$3.6K | |
| 24 | -$5.6K | |
| 25 | -$7.3K | |
| 26 | -$61.2K | |
| 27 | -$160.7K | |
| 28 | -$185.0K | |
| 29 | -$1.2M | |
| 30 | -$3.0M |