Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | MILFAM LLC | $58.3M |
| 2 | KELLY FINANCIAL GROUP LLC | $2.7M |
| 3 | ASPIRIANT, LLC | $595.7K |
| 4 | Police & Firemen's Retirement System of New Jersey | $533.8K |
| 5 | Park Edge Advisors, LLC | $373.0K |
| 6 | Leelyn Smith, LLC | $363.0K |
| 7 | Spire Wealth Management | $238.9K |
| 8 | Mirae Asset Global Investments Co., Ltd. | $105.4K |
| 9 | Grove Bank & Trust | $53.5K |
| 10 | GAMMA Investing LLC | $38.3K |
| 11 | MassMutual Private Wealth & Trust, FSB | $18.6K |
| 12 | GHP Investment Advisors, Inc. | $14.5K |
| 13 | EverSource Wealth Advisors, LLC | $11.8K |
| 14 | Versant Capital Management, Inc | $3.9K |
| 15 | Farther Finance Advisors, LLC | $3.7K |
| 16 | SBI Securities Co., Ltd. | $2.1K |
| 17 | SIGNATUREFD, LLC | $1.8K |
| 18 | Marquette Asset Management, LLC | $660 |
| 19 | HARBOR INVESTMENT ADVISORY, LLC | $535 |
| 20 | SIGNATUREFD, LLC | $481 |
| 21 | FNY Investment Advisers, LLC | $236 |
| 22 | LANARK FINANCIAL, INC. | $100 |
| 23 | TFC Financial Management, Inc. | $18 |
| 24 | Capital Advisors, Ltd. LLC | $16 |
| 25 | FNY Investment Advisers, LLC | $2 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$18.0M | |
| 2 | +$2.7M | |
| 3 | +$105.5K | |
| 4 | +$105.4K | |
| 5 | +$53.5K | |
| 6 | +$36.8K | |
| 7 | +$24.3K | |
| 8 | +$11.9K | |
| 9 | +$10.5K | |
| 10 | +$5.9K | |
| 11 | +$2.6K | |
| 12 | +$1.7K | |
| 13 | +$225 | |
| 14 | +$212 | |
| 15 | +$100 | |
| 16 | +$67 | |
| 17 | +$54 | |
| 18 | +$18 | |
| 19 | +$2 | |
| 20 | $0 | |
| 21 | -$138 | |
| 22 | -$2.1K | |
| 23 | -$2.7K | |
| 24 | -$8.8K | |
| 25 | -$12.7K | |
| 26 | -$112.4K | |
| 27 | -$560.7K |