Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | MKT Advisors LLC | $502.0K |
| 2 | Sequoia Financial Advisors, LLC | $385.0K |
| 3 | Gradient Investments LLC | $267.4K |
| 4 | Western Financial Corp/CA | $218.4K |
| 5 | BFSG, LLC | $146.7K |
| 6 | Police & Firemen's Retirement System of New Jersey | $142.7K |
| 7 | IFP Advisors, Inc | $12.3K |
| 8 | GAMMA Investing LLC | $9.9K |
| 9 | Farther Finance Advisors, LLC | $9.5K |
| 10 | Versant Capital Management, Inc | $8.8K |
| 11 | SALEM INVESTMENT COUNSELORS INC | $8.8K |
| 12 | EverSource Wealth Advisors, LLC | $3.6K |
| 13 | True Wealth Design, LLC | $530 |
| 14 | Fortitude Family Office, LLC | $448 |
| 15 | SIGNATUREFD, LLC | $326 |
| 16 | State of Alaska, Department of Revenue | $22 |
| 17 | Capital Advisors, Ltd. LLC | $1 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$385.0K | |
| 2 | +$218.4K | |
| 3 | +$75.6K | |
| 4 | +$44.9K | |
| 5 | +$23.9K | |
| 6 | +$1.9K | |
| 7 | +$1.7K | |
| 8 | +$1.5K | |
| 9 | +$1.5K | |
| 10 | +$1.5K | |
| 11 | +$448 | |
| 12 | +$326 | |
| 13 | +$89 | |
| 14 | +$4 | |
| 15 | $0 | |
| 16 | -$6.9K | |
| 17 | -$8.8K |