Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Tactive Advisors, LLC | $1.1M |
| 2 | Blue Trust, Inc. | $339.1K |
| 3 | Wedmont Private Capital | $273.5K |
| 4 | Police & Firemen's Retirement System of New Jersey | $262.8K |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $152.5K |
| 6 | Abel Hall, LLC | $94.8K |
| 7 | Versant Capital Management, Inc | $18.6K |
| 8 | GAMMA Investing LLC | $5.9K |
| 9 | EverSource Wealth Advisors, LLC | $5.2K |
| 10 | IFP Advisors, Inc | $4.7K |
| 11 | SBI Securities Co., Ltd. | $4.3K |
| 12 | True Wealth Design, LLC | $3.3K |
| 13 | ELEVATION WEALTH PARTNERS, LLC | $2.9K |
| 14 | HIGHLINE WEALTH PARTNERS LLC | $1.9K |
| 15 | Farther Finance Advisors, LLC | $1.2K |
| 16 | Bogart Wealth, LLC | $935 |
| 17 | State of Alaska, Department of Revenue | $307 |
| 18 | SJS Investment Consulting Inc. | $178 |
| 19 | Activest Wealth Management | $56 |
| 20 | CX Institutional | $10 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$672.8K | |
| 2 | +$273.5K | |
| 3 | +$152.5K | |
| 4 | +$94.8K | |
| 5 | +$12.4K | |
| 6 | +$5.1K | |
| 7 | +$4.0K | |
| 8 | +$2.9K | |
| 9 | +$1.9K | |
| 10 | +$1.2K | |
| 11 | +$178 | |
| 12 | -$4 | |
| 13 | -$23 | |
| 14 | -$66 | |
| 15 | -$202 | |
| 16 | -$387 | |
| 17 | -$780 | |
| 18 | -$1.0K | |
| 19 | -$1.0K | |
| 20 | -$9.2K | |
| 21 | -$37.7K | |
| 22 | -$66.7K | |
| 23 | -$127.9K |