Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Flagstone Financial Management | $337.9K |
| 2 | BFSG, LLC | $119.3K |
| 3 | Police & Firemen's Retirement System of New Jersey | $76.1K |
| 4 | Security National Bank | $38.2K |
| 5 | VISION FINANCIAL MARKETS LLC | $21.3K |
| 6 | GAMMA Investing LLC | $13.0K |
| 7 | EverSource Wealth Advisors, LLC | $10.0K |
| 8 | Farther Finance Advisors, LLC | $8.1K |
| 9 | Grove Bank & Trust | $6.8K |
| 10 | SBI Securities Co., Ltd. | $5.4K |
| 11 | MassMutual Private Wealth & Trust, FSB | $4.1K |
| 12 | Versant Capital Management, Inc | $1.8K |
| 13 | SJS Investment Consulting Inc. | $1.2K |
| 14 | SIGNATUREFD, LLC | $996 |
| 15 | Abound Wealth Management | $969 |
| 16 | Blue Trust, Inc. | $682 |
| 17 | AdvisorNet Financial, Inc | $546 |
| 18 | NorthAvenue LLC | $341 |
| 19 | True Wealth Design, LLC | $123 |
| 20 | State of Alaska, Department of Revenue | $13 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$55.1K | |
| 2 | +$20.5K | |
| 3 | +$17.1K | |
| 4 | +$10.9K | |
| 5 | +$7.7K | |
| 6 | +$6.8K | |
| 7 | +$6.7K | |
| 8 | +$5.5K | |
| 9 | +$2.7K | |
| 10 | +$1.8K | |
| 11 | +$772 | |
| 12 | +$588 | |
| 13 | +$341 | |
| 14 | +$319 | |
| 15 | +$238 | |
| 16 | +$139 | |
| 17 | +$99 | |
| 18 | +$98 | |
| 19 | +$79 | |
| 20 | +$2 | |
| 21 | -$607 | |
| 22 | -$5.9K | |
| 23 | -$10.9M |