Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | 180 WEALTH ADVISORS, LLC | $306.2K |
| 2 | EXCHANGE TRADED CONCEPTS, LLC | $286.1K |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $165.8K |
| 4 | RAMSEY QUANTITATIVE SYSTEMS | $91.5K |
| 5 | Police & Firemen's Retirement System of New Jersey | $82.6K |
| 6 | Brookwood Investment Group LLC | $77.9K |
| 7 | EVERGREEN CAPITAL MANAGEMENT LLC | $50.0K |
| 8 | Merit Financial Group, LLC | $45.1K |
| 9 | Abacus Wealth Partners, LLC | $33.8K |
| 10 | IFP Advisors, Inc | $17.0K |
| 11 | EverSource Wealth Advisors, LLC | $15.5K |
| 12 | GAMMA Investing LLC | $5.6K |
| 13 | True Wealth Design, LLC | $4.0K |
| 14 | SIGNATUREFD, LLC | $3.8K |
| 15 | Fortitude Family Office, LLC | $2.5K |
| 16 | Farther Finance Advisors, LLC | $1.1K |
| 17 | SBI Securities Co., Ltd. | $874 |
| 18 | ST GERMAIN D J CO INC | $640 |
| 19 | Rosenberg Matthew Hamilton | $445 |
| 20 | SJS Investment Consulting Inc. | $288 |
| 21 | Trust Co | $237 |
| 22 | Marshall & Sterling Wealth Advisors Inc. | $160 |
| 23 | State of Alaska, Department of Revenue | $10 |
Manager changes2026-06-30 vs 2026-03-3131 / 31 loaded
| # | ||
|---|---|---|
| 1 | +$91.5K | |
| 2 | +$84.8K | |
| 3 | +$77.9K | |
| 4 | +$15.3K | |
| 5 | +$3.8K | |
| 6 | +$2.5K | |
| 7 | +$640 | |
| 8 | +$541 | |
| 9 | $0 | |
| 10 | -$3 | |
| 11 | -$4 | |
| 12 | -$8 | |
| 13 | -$71 | |
| 14 | -$117 | |
| 15 | -$283 | |
| 16 | -$634 | |
| 17 | -$1.1K | |
| 18 | -$1.2K | |
| 19 | -$1.4K | |
| 20 | -$1.6K | |
| 21 | -$1.6K | |
| 22 | -$3.1K | |
| 23 | -$7.5K | |
| 24 | -$24.0K | |
| 25 | -$37.9K | |
| 26 | -$40.5K | |
| 27 | -$48.0K | |
| 28 | -$57.1K | |
| 29 | -$64.3K | |
| 30 | -$139.9K | |
| 31 | -$306.4K |