Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Summit Financial Wealth Advisors, LLC | $1.8M |
| 2 | Montz Harcus Wealth Management LLC | $1.3M |
| 3 | Meriwether Wealth & Planning, LLC | $1.1M |
| 4 | Kings Path Partners LLC | $607.5K |
| 5 | Y-Intercept (Hong Kong) Ltd | $598.6K |
| 6 | E&G Advisors, LLC | $494.8K |
| 7 | Sequoia Financial Advisors, LLC | $320.3K |
| 8 | Police & Firemen's Retirement System of New Jersey | $288.1K |
| 9 | Farther Finance Advisors, LLC | $218.9K |
| 10 | GAMMA Investing LLC | $10.1K |
| 11 | IFP Advisors, Inc | $4.3K |
| 12 | EverSource Wealth Advisors, LLC | $3.9K |
| 13 | Versant Capital Management, Inc | $2.3K |
| 14 | Torren Management, LLC | $1.9K |
| 15 | True Wealth Design, LLC | $1.8K |
| 16 | SIGNATUREFD, LLC | $1.8K |
| 17 | Fortitude Family Office, LLC | $584 |
| 18 | Trust Co | $525 |
| 19 | State of Alaska, Department of Revenue | $36 |
| 20 | Capital Advisors, Ltd. LLC | $7 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$598.6K | |
| 2 | +$320.3K | |
| 3 | +$220.1K | |
| 4 | +$156.1K | |
| 5 | +$126.5K | |
| 6 | +$90.7K | |
| 7 | +$76.0K | |
| 8 | +$59.4K | |
| 9 | +$28.4K | |
| 10 | +$1.2K | |
| 11 | +$449 | |
| 12 | +$304 | |
| 13 | +$273 | |
| 14 | +$232 | |
| 15 | +$222 | |
| 16 | +$63 | |
| 17 | +$29 | |
| 18 | +$4 | |
| 19 | +$1 | |
| 20 | -$812 | |
| 21 | -$2.3K |