Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | BANQUE PICTET & CIE SA | $1.6M |
| 2 | Auour Investments LLC | $823.0K |
| 3 | Curated Wealth Partners LLC | $670.7K |
| 4 | JOHNSON INVESTMENT COUNSEL INC | $119.0K |
| 5 | Certified Advisory Corp | $113.9K |
| 6 | Police & Firemen's Retirement System of New Jersey | $78.8K |
| 7 | RFG Advisory, LLC | $69.2K |
| 8 | China Universal Asset Management Co., Ltd. | $59.2K |
| 9 | Sunpointe, LLC | $55.5K |
| 10 | Blue Trust, Inc. | $40.5K |
| 11 | Versant Capital Management, Inc | $19.6K |
| 12 | Mirae Asset Global Investments Co., Ltd. | $16.6K |
| 13 | SJS Investment Consulting Inc. | $1.2K |
| 14 | Farther Finance Advisors, LLC | $1.1K |
| 15 | EverSource Wealth Advisors, LLC | $972 |
| 16 | True Wealth Design, LLC | $568 |
| 17 | GAMMA Investing LLC | $423 |
| 18 | IFP Advisors, Inc | $339 |
| 19 | FNY Investment Advisers, LLC | $23 |
| 20 | SBI Securities Co., Ltd. | $9 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$670.7K | |
| 2 | +$20.3K | |
| 3 | +$19.6K | |
| 4 | +$1.2K | |
| 5 | +$568 | |
| 6 | +$481 | |
| 7 | +$317 | |
| 8 | +$228 | |
| 9 | -$2 | |
| 10 | -$3 | |
| 11 | -$163 | |
| 12 | -$5.3K | |
| 13 | -$6.4K | |
| 14 | -$8.7K | |
| 15 | -$10.9K | |
| 16 | -$12.4K | |
| 17 | -$15.4K | |
| 18 | -$17.9K | |
| 19 | -$129.2K | |
| 20 | -$251.9K |