Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | OLD NATIONAL BANCORP /IN/ | $168.1K |
| 2 | Sequoia Financial Advisors, LLC | $115.6K |
| 3 | Police & Firemen's Retirement System of New Jersey | $94.7K |
| 4 | Ballast, Inc. | $79.9K |
| 5 | FINANCIAL CONSULATE, INC | $4.4K |
| 6 | IFP Advisors, Inc | $2.7K |
| 7 | EverSource Wealth Advisors, LLC | $2.0K |
| 8 | Bogart Wealth, LLC | $1.1K |
| 9 | Fortitude Family Office, LLC | $1.1K |
| 10 | GAMMA Investing LLC | $205 |
| 11 | True Wealth Design, LLC | $161 |
| 12 | Farther Finance Advisors, LLC | $29 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$115.6K | |
| 2 | +$86.0K | |
| 3 | +$48.4K | |
| 4 | +$40.9K | |
| 5 | +$2.2K | |
| 6 | +$2.2K | |
| 7 | +$1.1K | |
| 8 | +$946 | |
| 9 | +$546 | |
| 10 | +$161 | |
| 11 | +$15 | |
| 12 | -$173 |