Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | NAPLES GLOBAL ADVISORS, LLC | $860.6K |
| 2 | Apollon Wealth Management, LLC | $743.0K |
| 3 | HM PAYSON & CO | $515.6K |
| 4 | Total Clarity Wealth Management, Inc. | $437.5K |
| 5 | BIRCHBROOK, INC. | $243.7K |
| 6 | Bangor Savings Bank | $241.9K |
| 7 | BAR HARBOR WEALTH MANAGEMENT | $208.8K |
| 8 | Police & Firemen's Retirement System of New Jersey | $121.6K |
| 9 | Versant Capital Management, Inc | $61.3K |
| 10 | GAMMA Investing LLC | $23.2K |
| 11 | Key FInancial Inc | $14.6K |
| 12 | AdvisorNet Financial, Inc | $5.2K |
| 13 | EverSource Wealth Advisors, LLC | $1.6K |
| 14 | IFP Advisors, Inc | $1.6K |
| 15 | Farther Finance Advisors, LLC | $419 |
| 16 | MassMutual Private Wealth & Trust, FSB | $418 |
| 17 | True Wealth Design, LLC | $244 |
| 18 | SBI Securities Co., Ltd. | $70 |
| 19 | Wealth Enhancement Trust Services, Inc. | $35 |
| 20 | State of Alaska, Department of Revenue | $16 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$437.5K | |
| 2 | +$208.8K | |
| 3 | +$198.7K | |
| 4 | +$144.9K | |
| 5 | +$100.6K | |
| 6 | +$47.5K | |
| 7 | +$41.6K | |
| 8 | +$23.7K | |
| 9 | +$12.0K | |
| 10 | +$6.2K | |
| 11 | +$2.8K | |
| 12 | +$1.0K | |
| 13 | +$838 | |
| 14 | +$249 | |
| 15 | +$131 | |
| 16 | +$96 | |
| 17 | +$82 | |
| 18 | +$35 | |
| 19 | +$14 | |
| 20 | +$3 | |
| 21 | -$252.3K |