Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Holos Integrated Wealth LLC | $9.6M |
| 2 | Paradigm, Strategies in Wealth Management, LLC | $481.4K |
| 3 | Orin Green Financial, LLC | $155.0K |
| 4 | IFP Advisors, Inc | $101.1K |
| 5 | Avanza Fonder AB | $83.5K |
| 6 | LANARK FINANCIAL, INC. | $5.9K |
| 7 | SJS Investment Consulting Inc. | $577 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$481.4K | |
| 2 | +$155.0K | |
| 3 | -$37 | |
| 4 | -$380 | |
| 5 | -$5.4K | |
| 6 | -$34.4K | |
| 7 | -$716.1K |