Snapshot holdings28 / 28 loaded
| # | ||
|---|---|---|
| 1 | Apollon Wealth Management, LLC | $1.5M |
| 2 | HM PAYSON & CO | $1.2M |
| 3 | SHEETS SMITH WEALTH MANAGEMENT | $796.1K |
| 4 | FOUNDERS CAPITAL MANAGEMENT, LLC | $704.2K |
| 5 | Clark & Stuart, Inc | $534.1K |
| 6 | Sequoia Financial Advisors, LLC | $469.6K |
| 7 | Hennion & Walsh Asset Management, Inc. | $437.4K |
| 8 | Ledyard National Bank | $415.3K |
| 9 | Old Port Advisors | $294.0K |
| 10 | LMCG INVESTMENTS, LLC | $270.1K |
| 11 | Police & Firemen's Retirement System of New Jersey | $251.6K |
| 12 | Apella Capital, LLC | $229.2K |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $215.9K |
| 14 | Northside Capital Management, LLC | $202.8K |
| 15 | BIRCHBROOK, INC. | $94.9K |
| 16 | Bangor Savings Bank | $74.8K |
| 17 | HARBOR INVESTMENT ADVISORY, LLC | $52.9K |
| 18 | SIGNATUREFD, LLC | $39.5K |
| 19 | Farther Finance Advisors, LLC | $18.0K |
| 20 | EverSource Wealth Advisors, LLC | $12.7K |
| 21 | GAMMA Investing LLC | $5.2K |
| 22 | True Wealth Design, LLC | $2.2K |
| 23 | IFP Advisors, Inc | $1.7K |
| 24 | Fortitude Family Office, LLC | $542 |
| 25 | ABNER HERRMAN & BROCK LLC | $296 |
| 26 | SJS Investment Consulting Inc. | $109 |
| 27 | SBI Securities Co., Ltd. | $54 |
| 28 | State of Alaska, Department of Revenue | $36 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$469.6K | |
| 2 | +$215.9K | |
| 3 | +$202.8K | |
| 4 | +$192.7K | |
| 5 | +$129.2K | |
| 6 | +$116.6K | |
| 7 | +$87.9K | |
| 8 | +$52.4K | |
| 9 | +$51.9K | |
| 10 | +$50.3K | |
| 11 | +$33.7K | |
| 12 | +$31.4K | |
| 13 | +$27.5K | |
| 14 | +$11.8K | |
| 15 | +$11.6K | |
| 16 | +$9.1K | |
| 17 | +$6.6K | |
| 18 | +$747 | |
| 19 | +$643 | |
| 20 | +$542 | |
| 21 | +$501 | |
| 22 | +$271 | |
| 23 | +$109 | |
| 24 | +$37 | |
| 25 | +$4 | |
| 26 | -$41 | |
| 27 | -$10.2K | |
| 28 | -$729.6K | |
| 29 | -$966.0K |