Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Prospera Financial Services Inc | $5.3M |
| 2 | ROFFMAN MILLER ASSOCIATES INC /PA/ | $5.0M |
| 3 | Assenagon Asset Management S.A. | $998.1K |
| 4 | Y-Intercept (Hong Kong) Ltd | $322.7K |
| 5 | EVERGREEN CAPITAL MANAGEMENT LLC | $223.7K |
| 6 | Johnson & White Wealth Management, LLC | $218.6K |
| 7 | Key FInancial Inc | $102.8K |
| 8 | Kentucky Trust Co | $17.0K |
| 9 | SIGNATUREFD, LLC | $11.1K |
| 10 | EverSource Wealth Advisors, LLC | $9.8K |
| 11 | AdvisorNet Financial, Inc | $7.6K |
| 12 | Versant Capital Management, Inc | $5.0K |
| 13 | VSM Wealth Advisory, LLC | $4.1K |
| 14 | Farther Finance Advisors, LLC | $4.0K |
| 15 | Hilltop National Bank | $3.4K |
| 16 | SBI Securities Co., Ltd. | $3.3K |
| 17 | Darwin Wealth Management, LLC | $2.3K |
| 18 | Physician Wealth Advisors, Inc. | $510 |
| 19 | Fruth Investment Management | $307 |
| 20 | Capital Advisors, Ltd. LLC | $0 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$362.6K | |
| 2 | +$322.7K | |
| 3 | +$304.7K | |
| 4 | +$223.7K | |
| 5 | +$8.7K | |
| 6 | +$6.8K | |
| 7 | +$6.5K | |
| 8 | +$1.1K | |
| 9 | +$510 | |
| 10 | +$482 | |
| 11 | +$337 | |
| 12 | +$317 | |
| 13 | +$261 | |
| 14 | +$214 | |
| 15 | +$138 | |
| 16 | +$19 | |
| 17 | $0 | |
| 18 | -$2.7K | |
| 19 | -$4.6K | |
| 20 | -$7.1K | |
| 21 | -$445.0K |