Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | Cardinal Point Capital Management ULC | $10.6M |
| 2 | Police & Firemen's Retirement System of New Jersey | $616.4K |
| 3 | BFSG, LLC | $231.4K |
| 4 | SIGNATUREFD, LLC | $67.5K |
| 5 | LANARK FINANCIAL, INC. | $38.3K |
| 6 | Curated Wealth Partners LLC | $21.1K |
| 7 | GAMMA Investing LLC | $16.3K |
| 8 | Versant Capital Management, Inc | $6.8K |
| 9 | Farther Finance Advisors, LLC | $5.2K |
| 10 | MassMutual Private Wealth & Trust, FSB | $3.6K |
| 11 | EverSource Wealth Advisors, LLC | $3.5K |
| 12 | Torren Management, LLC | $3.0K |
| 13 | SJS Investment Consulting Inc. | $2.4K |
| 14 | Financial Perspectives, Inc | $1.8K |
| 15 | Handelsbanken Fonder AB | $806 |
| 16 | IFP Advisors, Inc | $567 |
| 17 | FINANCIAL CONSULATE, INC | $448 |
| 18 | True Wealth Design, LLC | $329 |
| 19 | Fortis Group Advisors, LLC | $179 |
| 20 | Robinswood Financial LLC | $179 |
| 21 | Hughes Financial Services, LLC | $30 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$425.0K | |
| 2 | +$67.5K | |
| 3 | +$21.1K | |
| 4 | +$2.4K | |
| 5 | +$1.8K | |
| 6 | +$521 | |
| 7 | -$2 | |
| 8 | -$10 | |
| 9 | -$11 | |
| 10 | -$27 | |
| 11 | -$34 | |
| 12 | -$107 | |
| 13 | -$177 | |
| 14 | -$241 | |
| 15 | -$1.5K | |
| 16 | -$2.1K | |
| 17 | -$2.1K | |
| 18 | -$2.3K | |
| 19 | -$3.4K | |
| 20 | -$20.2K | |
| 21 | -$526.0K |