Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | SBI Securities Co., Ltd. | $27.1K |
| 2 | SIGNATUREFD, LLC | $23.4K |
| 3 | Handelsbanken Fonder AB | $20.4K |
| 4 | Crewe Advisors LLC | $19.8K |
| 5 | Rosenberg Matthew Hamilton | $14.7K |
| 6 | HHM Wealth Advisors, LLC | $4.4K |
| 7 | ATWOOD & PALMER INC | $2.9K |
| 8 | LANARK FINANCIAL, INC. | $1.8K |
| 9 | FIRST HORIZON CORP | $965 |
| 10 | Physician Wealth Advisors, Inc. | $410 |
| 11 | IFP Advisors, Inc | $409 |
| 12 | Fortitude Family Office, LLC | $380 |
| 13 | Farmers & Merchants Trust Co of Chambersburg PA | $1 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$27.1K | |
| 2 | +$23.4K | |
| 3 | +$20.4K | |
| 4 | +$19.8K | |
| 5 | +$14.7K | |
| 6 | +$4.4K | |
| 7 | +$2.9K | |
| 8 | +$1.8K | |
| 9 | +$965 | |
| 10 | +$410 | |
| 11 | +$409 | |
| 12 | +$380 | |
| 13 | +$1 |