Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | TrueWealth Advisors, LLC | $1.2M |
| 2 | Y-Intercept (Hong Kong) Ltd | $336.2K |
| 3 | Net Worth Advisory Group | $211.1K |
| 4 | Police & Firemen's Retirement System of New Jersey | $168.5K |
| 5 | Farther Finance Advisors, LLC | $30.9K |
| 6 | GAMMA Investing LLC | $22.9K |
| 7 | FINANCIAL CONSULATE, INC | $21.6K |
| 8 | IFP Advisors, Inc | $17.6K |
| 9 | LRI Investments, LLC | $7.4K |
| 10 | SIGNATUREFD, LLC | $6.7K |
| 11 | EverSource Wealth Advisors, LLC | $2.0K |
| 12 | SJS Investment Consulting Inc. | $216 |
| 13 | SBI Securities Co., Ltd. | $86 |
| 14 | State of Alaska, Department of Revenue | $82 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$336.2K | |
| 2 | +$211.1K | |
| 3 | +$60.5K | |
| 4 | +$17.0K | |
| 5 | +$7.4K | |
| 6 | +$5.6K | |
| 7 | +$4.1K | |
| 8 | +$2.7K | |
| 9 | +$2.7K | |
| 10 | +$2.2K | |
| 11 | +$896 | |
| 12 | +$140 | |
| 13 | +$11 | |
| 14 | +$10 | |
| 15 | -$991 | |
| 16 | -$7.5K | |
| 17 | -$817.5K |