Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | ATWOOD & PALMER INC | $8.6M |
| 2 | EXCHANGE TRADED CONCEPTS, LLC | $6.3M |
| 3 | Penobscot Investment Management Company, Inc. | $4.5M |
| 4 | Sequoia Financial Advisors, LLC | $2.3M |
| 5 | Diversified Trust Co | $826.3K |
| 6 | Composition Wealth, LLC | $817.2K |
| 7 | PFG Investments, LLC | $332.9K |
| 8 | Police & Firemen's Retirement System of New Jersey | $236.9K |
| 9 | Owl Creek Wealth Partners LLC | $23.7K |
| 10 | SIGNATUREFD, LLC | $13.1K |
| 11 | ELEVATION WEALTH PARTNERS, LLC | $3.4K |
| 12 | GAMMA Investing LLC | $3.2K |
| 13 | SJS Investment Consulting Inc. | $3.1K |
| 14 | EverSource Wealth Advisors, LLC | $1.0K |
| 15 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $182 |
| 16 | Sachetta, LLC | $61 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$6.3M | |
| 2 | +$1.8M | |
| 3 | +$749.2K | |
| 4 | +$530.3K | |
| 5 | +$70.6K | |
| 6 | +$50.1K | |
| 7 | +$23.7K | |
| 8 | +$13.1K | |
| 9 | +$3.4K | |
| 10 | +$3.2K | |
| 11 | +$3.1K | |
| 12 | +$1.0K | |
| 13 | +$61 | |
| 14 | +$20 | |
| 15 | -$58.6K | |
| 16 | -$461.8K |