Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | SBI Securities Co., Ltd. | $89.4K |
| 2 | Rathbones Group PLC | $79.0K |
| 3 | Police & Firemen's Retirement System of New Jersey | $69.9K |
| 4 | Two West Capital Advisors LLC | $32.8K |
| 5 | Ballentine Partners, LLC | $19.8K |
| 6 | EverSource Wealth Advisors, LLC | $17.8K |
| 7 | CoreCap Advisors, LLC | $14.6K |
| 8 | Platform Technology Partners | $11.7K |
| 9 | Hickory Point Bank & Trust | $5.8K |
| 10 | IFP Advisors, Inc | $3.3K |
| 11 | Bogart Wealth, LLC | $3.2K |
| 12 | GAMMA Investing LLC | $1.3K |
| 13 | Farther Finance Advisors, LLC | $1.3K |
| 14 | SJS Investment Consulting Inc. | $300 |
| 15 | State of Alaska, Department of Revenue | $15 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$19.8K | |
| 2 | +$3.4K | |
| 3 | +$259 | |
| 4 | +$219 | |
| 5 | -$5 | |
| 6 | -$344 | |
| 7 | -$876 | |
| 8 | -$910 | |
| 9 | -$941 | |
| 10 | -$1.6K | |
| 11 | -$2.7K | |
| 12 | -$3.6K | |
| 13 | -$10.8K | |
| 14 | -$19.7K | |
| 15 | -$21.0K | |
| 16 | -$33.0K | |
| 17 | -$123.5K |