Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | Assenagon Asset Management S.A. | $393.8K |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $248.3K |
| 3 | Y-Intercept (Hong Kong) Ltd | $120.9K |
| 4 | Abel Hall, LLC | $96.9K |
| 5 | Merit Financial Group, LLC | $71.2K |
| 6 | Narwhal Capital Management | $34.3K |
| 7 | NorthCrest Asset Manangement, LLC | $32.2K |
| 8 | Westmount Partners, LLC | $27.3K |
| 9 | EverSource Wealth Advisors, LLC | $22.8K |
| 10 | Owl Creek Wealth Partners LLC | $11.3K |
| 11 | Farther Finance Advisors, LLC | $4.5K |
| 12 | GAMMA Investing LLC | $4.0K |
| 13 | Physician Wealth Advisors, Inc. | $3.7K |
| 14 | SBI Securities Co., Ltd. | $3.2K |
| 15 | IFP Advisors, Inc | $2.8K |
| 16 | True Wealth Design, LLC | $2.7K |
| 17 | Fortitude Family Office, LLC | $2.2K |
| 18 | SJS Investment Consulting Inc. | $1.9K |
| 19 | Wealth Enhancement Trust Services, Inc. | $932 |
| 20 | Hilltop National Bank | $770 |
| 21 | ALBION FINANCIAL GROUP /UT | $608 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$165.5K | |
| 2 | +$161.1K | |
| 3 | +$120.9K | |
| 4 | +$52.8K | |
| 5 | +$49.9K | |
| 6 | +$32.2K | |
| 7 | +$19.1K | |
| 8 | +$16.1K | |
| 9 | +$15.1K | |
| 10 | +$6.3K | |
| 11 | +$3.7K | |
| 12 | +$2.6K | |
| 13 | +$2.4K | |
| 14 | +$2.0K | |
| 15 | +$1.9K | |
| 16 | +$1.8K | |
| 17 | +$1.7K | |
| 18 | +$1.7K | |
| 19 | +$932 | |
| 20 | +$428 | |
| 21 | +$338 | |
| 22 | -$24.9K |