Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Pembroke Management, LTD | $20.3M |
| 2 | Lincoln Capital LLC | $11.6M |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.6M |
| 4 | E. Ohman J:or Asset Management AB | $549.6K |
| 5 | Painted Porch Advisors LLC | $222.2K |
| 6 | Sequoia Financial Advisors, LLC | $169.8K |
| 7 | IFP Advisors, Inc | $36.4K |
| 8 | Center for Financial Planning, Inc. | $17.9K |
| 9 | EverSource Wealth Advisors, LLC | $17.5K |
| 10 | Farther Finance Advisors, LLC | $6.0K |
| 11 | SJS Investment Consulting Inc. | $1.4K |
| 12 | SIGNATUREFD, LLC | $1.1K |
| 13 | GAMMA Investing LLC | $370 |
| 14 | Fortitude Family Office, LLC | $286 |
| 15 | Creative Capital Management Investments LLC | $143 |
| 16 | JFS WEALTH ADVISORS, LLC | $108 |
| 17 | LRI Investments, LLC | $36 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$2.0M | |
| 2 | +$1.6M | |
| 3 | +$169.8K | |
| 4 | +$91.0K | |
| 5 | +$69.0K | |
| 6 | +$25.9K | |
| 7 | +$4.2K | |
| 8 | +$2.1K | |
| 9 | +$1.4K | |
| 10 | +$628 | |
| 11 | +$223 | |
| 12 | +$143 | |
| 13 | +$133 | |
| 14 | +$44 | |
| 15 | +$36 | |
| 16 | +$13 | |
| 17 | -$32 | |
| 18 | -$706 | |
| 19 | -$14.9K | |
| 20 | -$211.7K |