Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | CITIZENS & NORTHERN CORP | $8.5M |
| 2 | Cyndeo Wealth Partners, LLC | $1.2M |
| 3 | LAWOOD & CO | $777.0K |
| 4 | WEATHERLY ASSET MANAGEMENT L. P. | $356.7K |
| 5 | Farther Finance Advisors, LLC | $156.1K |
| 6 | Police & Firemen's Retirement System of New Jersey | $104.9K |
| 7 | IFP Advisors, Inc | $12.2K |
| 8 | GAMMA Investing LLC | $8.0K |
| 9 | Versant Capital Management, Inc | $7.0K |
| 10 | Fortitude Family Office, LLC | $2.3K |
| 11 | EverSource Wealth Advisors, LLC | $217 |
| 12 | True Wealth Design, LLC | $145 |
| 13 | Capital Advisors, Ltd. LLC | $6 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$190.3K | |
| 3 | +$121.1K | |
| 4 | +$55.6K | |
| 5 | +$35.3K | |
| 6 | +$16.3K | |
| 7 | +$3.2K | |
| 8 | +$1.3K | |
| 9 | +$1.1K | |
| 10 | +$361 | |
| 11 | +$83 | |
| 12 | +$1 | |
| 13 | -$8.8K |