Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Fermata Advisors, LLC | $291.9K |
| 2 | DRIVE WEALTH MANAGEMENT, LLC | $223.1K |
| 3 | Police & Firemen's Retirement System of New Jersey | $135.1K |
| 4 | Versant Capital Management, Inc | $20.7K |
| 5 | Abound Wealth Management | $20.6K |
| 6 | Blue Trust, Inc. | $11.5K |
| 7 | EverSource Wealth Advisors, LLC | $9.8K |
| 8 | GAMMA Investing LLC | $9.7K |
| 9 | SBI Securities Co., Ltd. | $4.2K |
| 10 | Fortitude Family Office, LLC | $2.2K |
| 11 | Golden State Wealth Management, LLC | $1.7K |
| 12 | Farther Finance Advisors, LLC | $1.6K |
| 13 | SIGNATUREFD, LLC | $1.3K |
| 14 | True Wealth Design, LLC | $1.0K |
| 15 | LRI Investments, LLC | $854 |
| 16 | SJS Investment Consulting Inc. | $787 |
| 17 | LANARK FINANCIAL, INC. | $341 |
| 18 | IFP Advisors, Inc | $171 |
| 19 | State of Alaska, Department of Revenue | $27 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$223.1K | |
| 2 | +$16.6K | |
| 3 | +$6.5K | |
| 4 | +$4.0K | |
| 5 | +$2.6K | |
| 6 | +$2.5K | |
| 7 | +$2.2K | |
| 8 | +$1.4K | |
| 9 | +$523 | |
| 10 | +$520 | |
| 11 | +$305 | |
| 12 | +$214 | |
| 13 | +$163 | |
| 14 | +$157 | |
| 15 | +$105 | |
| 16 | +$42 | |
| 17 | +$21 | |
| 18 | +$3 | |
| 19 | -$39 | |
| 20 | -$20.1K |