Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | First Bank & Trust | $4.6M |
| 2 | SBI Securities Co., Ltd. | $460.8K |
| 3 | Police & Firemen's Retirement System of New Jersey | $95.0K |
| 4 | Abel Hall, LLC | $57.2K |
| 5 | Balefire, LLC | $42.1K |
| 6 | Decker Retirement Planning Inc. | $30.0K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $29.5K |
| 8 | Valeo Financial Advisors, LLC | $17.9K |
| 9 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $10.2K |
| 10 | Owl Creek Wealth Partners LLC | $6.6K |
| 11 | GAMMA Investing LLC | $4.3K |
| 12 | Cape Investment Advisory, Inc. | $3.9K |
| 13 | SJS Investment Consulting Inc. | $1.9K |
| 14 | FIRST COMMUNITY TRUST NA | $1.5K |
| 15 | Friedenthal Financial | $1.5K |
| 16 | EverSource Wealth Advisors, LLC | $1.1K |
| 17 | Bogart Wealth, LLC | $450 |
| 18 | CoreCap Advisors, LLC | $300 |
| 19 | Farther Finance Advisors, LLC | $150 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$57.2K | |
| 2 | +$30.0K | |
| 3 | +$29.5K | |
| 4 | +$3.9K | |
| 5 | -$109 | |
| 6 | -$246 | |
| 7 | -$358 | |
| 8 | -$369 | |
| 9 | -$434 | |
| 10 | -$872 | |
| 11 | -$1.2K | |
| 12 | -$1.2K | |
| 13 | -$4.3K | |
| 14 | -$5.4K | |
| 15 | -$6.6K | |
| 16 | -$9.4K | |
| 17 | -$16.2K | |
| 18 | -$27.3K | |
| 19 | -$28.1K | |
| 20 | -$30.4K | |
| 21 | -$32.3K | |
| 22 | -$34.5K | |
| 23 | -$51.3K | |
| 24 | -$66.2K | |
| 25 | -$77.9K | |
| 26 | -$399.3K | |
| 27 | -$3.8M |