Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | ASPIRIANT, LLC | $429.8K |
| 2 | Finley Financial, LLC | $235.0K |
| 3 | Crewe Advisors LLC | $202.1K |
| 4 | Steadtrust LLC | $47.0K |
| 5 | SBI Securities Co., Ltd. | $1.3K |
| 6 | CoreCap Advisors, LLC | $522 |
| 7 | Blue Trust, Inc. | $353 |
| 8 | Farther Finance Advisors, LLC | $235 |
| 9 | VISION FINANCIAL MARKETS LLC | $196 |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$429.8K | |
| 2 | +$181.3K | |
| 3 | +$109.7K | |
| 4 | +$4.0K | |
| 5 | +$696 | |
| 6 | +$522 | |
| 7 | +$192 | |
| 8 | +$110 | |
| 9 | -$673 |