Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Defender Capital, LLC. | $2.6M |
| 2 | Sequoia Financial Advisors, LLC | $175.8K |
| 3 | Rathbones Group PLC | $117.5K |
| 4 | Abel Hall, LLC | $113.5K |
| 5 | Police & Firemen's Retirement System of New Jersey | $113.2K |
| 6 | Gleason Group, Inc. | $91.5K |
| 7 | MARATHON CAPITAL MANAGEMENT | $87.1K |
| 8 | SLT Holdings LLC | $87.1K |
| 9 | SBI Securities Co., Ltd. | $15.2K |
| 10 | ARMSTRONG ADVISORY GROUP, INC | $5.8K |
| 11 | Fortitude Family Office, LLC | $5.6K |
| 12 | EverSource Wealth Advisors, LLC | $4.8K |
| 13 | GAMMA Investing LLC | $4.2K |
| 14 | SIGNATUREFD, LLC | $3.0K |
| 15 | MassMutual Private Wealth & Trust, FSB | $2.0K |
| 16 | Farther Finance Advisors, LLC | $505 |
| 17 | True Wealth Design, LLC | $445 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$2.6M | |
| 2 | +$175.8K | |
| 3 | +$117.5K | |
| 4 | +$87.1K | |
| 5 | +$86.7K | |
| 6 | +$60.8K | |
| 7 | +$51.5K | |
| 8 | +$39.5K | |
| 9 | +$13.8K | |
| 10 | +$3.3K | |
| 11 | +$3.2K | |
| 12 | +$3.0K | |
| 13 | +$2.1K | |
| 14 | +$2.0K | |
| 15 | +$1.9K | |
| 16 | +$497 | |
| 17 | +$323 | |
| 18 | -$38 | |
| 19 | -$648 | |
| 20 | -$16.9K | |
| 21 | -$38.1K |