Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | PETRA FINANCIAL ADVISORS INC | $455.5K |
| 2 | Red Door Wealth Management, LLC | $387.0K |
| 3 | Corecam Pte. Ltd. | $230.3K |
| 4 | Hilltop National Bank | $211.0K |
| 5 | Brookwood Investment Group LLC | $185.5K |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $176.6K |
| 7 | Ballentine Partners, LLC | $155.2K |
| 8 | Police & Firemen's Retirement System of New Jersey | $139.2K |
| 9 | D.A. DAVIDSON & CO. | $125.0K |
| 10 | Y-Intercept (Hong Kong) Ltd | $106.4K |
| 11 | EVERGREEN CAPITAL MANAGEMENT LLC | $105.8K |
| 12 | Farther Finance Advisors, LLC | $6.4K |
| 13 | Versant Capital Management, Inc | $4.9K |
| 14 | SIGNATUREFD, LLC | $4.2K |
| 15 | IFP Advisors, Inc | $4.2K |
| 16 | GAMMA Investing LLC | $3.7K |
| 17 | MassMutual Private Wealth & Trust, FSB | $2.9K |
| 18 | EverSource Wealth Advisors, LLC | $1.5K |
| 19 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $629 |
| 20 | True Wealth Design, LLC | $465 |
| 21 | State of Alaska, Department of Revenue | $239 |
| 22 | PARK AVENUE SECURITIES LLC | $211 |
| 23 | Key FInancial Inc | $174 |
| 24 | SJS Investment Consulting Inc. | $49 |
| 25 | AdvisorNet Financial, Inc | $11 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$176.6K | |
| 2 | +$73.2K | |
| 3 | +$29.5K | |
| 4 | +$4.2K | |
| 5 | +$3.7K | |
| 6 | +$771 | |
| 7 | +$377 | |
| 8 | +$49 | |
| 9 | -$1 | |
| 10 | -$2 | |
| 11 | -$12 | |
| 12 | -$28 | |
| 13 | -$31 | |
| 14 | -$160 | |
| 15 | -$277 | |
| 16 | -$465 | |
| 17 | -$651 | |
| 18 | -$1.0K | |
| 19 | -$8.3K | |
| 20 | -$19.4K | |
| 21 | -$19.6K | |
| 22 | -$31.3K | |
| 23 | -$33.8K | |
| 24 | -$34.6K | |
| 25 | -$62.0K | |
| 26 | -$71.4K | |
| 27 | -$116.8K | |
| 28 | -$119.6K | |
| 29 | -$1.4M |