Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | Ballentine Partners, LLC | $614.3K |
| 2 | ALBERT D MASON INC | $495.0K |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $348.5K |
| 4 | Accel Wealth Management | $219.4K |
| 5 | Intrua Financial, LLC | $212.4K |
| 6 | EVERGREEN CAPITAL MANAGEMENT LLC | $193.4K |
| 7 | PVG ASSET MANAGEMENT CORP | $188.7K |
| 8 | Park Capital Management, LLC / WI | $184.3K |
| 9 | Police & Firemen's Retirement System of New Jersey | $139.5K |
| 10 | Farther Finance Advisors, LLC | $21.5K |
| 11 | SIGNATUREFD, LLC | $16.5K |
| 12 | GAMMA Investing LLC | $10.5K |
| 13 | EverSource Wealth Advisors, LLC | $10.2K |
| 14 | LANARK FINANCIAL, INC. | $7.2K |
| 15 | EXCHANGE TRADED CONCEPTS, LLC | $6.9K |
| 16 | Allied Private Wealth LLC | $5.4K |
| 17 | IFP Advisors, Inc | $4.9K |
| 18 | Versant Capital Management, Inc | $3.7K |
| 19 | True Wealth Design, LLC | $2.8K |
| 20 | Fortitude Family Office, LLC | $2.2K |
| 21 | MassMutual Private Wealth & Trust, FSB | $1.1K |
| 22 | SJS Investment Consulting Inc. | $878 |
| 23 | Pensionfund PDN | $731 |
| 24 | Pensionfund Sabic | $366 |
| 25 | State of Alaska, Department of Revenue | $361 |
| 26 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $46 |
| 27 | Hughes Financial Services, LLC | $18 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$212.4K | |
| 2 | +$188.7K | |
| 3 | +$184.3K | |
| 4 | +$157.2K | |
| 5 | +$80.3K | |
| 6 | +$71.5K | |
| 7 | +$28.7K | |
| 8 | +$25.3K | |
| 9 | +$18.2K | |
| 10 | +$3.3K | |
| 11 | +$3.2K | |
| 12 | +$3.1K | |
| 13 | +$2.8K | |
| 14 | +$2.4K | |
| 15 | +$990 | |
| 16 | +$940 | |
| 17 | +$490 | |
| 18 | +$480 | |
| 19 | +$434 | |
| 20 | +$144 | |
| 21 | +$95 | |
| 22 | +$48 | |
| 23 | +$48 | |
| 24 | +$46 | |
| 25 | +$2 | |
| 26 | -$2.7K | |
| 27 | -$1.2M |