Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Beach Point Capital Management LP | $786.7K |
| 2 | Abel Hall, LLC | $289.0K |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $200.4K |
| 4 | Sequoia Financial Advisors, LLC | $183.1K |
| 5 | Police & Firemen's Retirement System of New Jersey | $119.1K |
| 6 | XML Financial, LLC | $71.8K |
| 7 | GAMMA Investing LLC | $36.2K |
| 8 | EverSource Wealth Advisors, LLC | $28.1K |
| 9 | Versant Capital Management, Inc | $22.1K |
| 10 | SIGNATUREFD, LLC | $13.1K |
| 11 | IFP Advisors, Inc | $13.0K |
| 12 | Farther Finance Advisors, LLC | $9.0K |
| 13 | Transce3nd, LLC | $5.7K |
| 14 | Triumph Capital Management | $3.1K |
| 15 | Allied Private Wealth LLC | $3.0K |
| 16 | True Wealth Design, LLC | $890 |
| 17 | Physician Wealth Advisors, Inc. | $746 |
| 18 | LRI Investments, LLC | $670 |
| 19 | JFS WEALTH ADVISORS, LLC | $382 |
| 20 | Fortitude Family Office, LLC | $328 |
| 21 | SJS Investment Consulting Inc. | $137 |
| 22 | Hughes Financial Services, LLC | $7 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$200.4K | |
| 2 | +$183.1K | |
| 3 | +$82.8K | |
| 4 | +$42.6K | |
| 5 | +$26.2K | |
| 6 | +$19.4K | |
| 7 | +$13.0K | |
| 8 | +$12.5K | |
| 9 | +$6.9K | |
| 10 | +$890 | |
| 11 | +$746 | |
| 12 | +$711 | |
| 13 | +$382 | |
| 14 | +$328 | |
| 15 | +$212 | |
| 16 | +$137 | |
| 17 | +$70 | |
| 18 | +$7 | |
| 19 | -$3.2K | |
| 20 | -$13.5K | |
| 21 | -$29.5K | |
| 22 | -$69.1K | |
| 23 | -$103.5K | |
| 24 | -$175.3K | |
| 25 | -$1.6M |