Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Marquette Asset Management, LLC | $309.0K |
| 2 | EXCHANGE TRADED CONCEPTS, LLC | $268.7K |
| 3 | Williams & Novak, LLC | $163.0K |
| 4 | CERTIOR FINANCIAL GROUP, LLC | $99.6K |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $79.4K |
| 6 | Y-Intercept (Hong Kong) Ltd | $44.1K |
| 7 | Versant Capital Management, Inc | $10.3K |
| 8 | EverSource Wealth Advisors, LLC | $5.7K |
| 9 | GAMMA Investing LLC | $5.4K |
| 10 | SBI Securities Co., Ltd. | $1.4K |
| 11 | Farther Finance Advisors, LLC | $1.0K |
| 12 | Fortitude Family Office, LLC | $353 |
| 13 | LANARK FINANCIAL, INC. | $314 |
| 14 | IFP Advisors, Inc | $170 |
| 15 | SJS Investment Consulting Inc. | $166 |
| 16 | True Wealth Design, LLC | $166 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$309.0K | |
| 2 | +$79.4K | |
| 3 | +$44.1K | |
| 4 | +$42.0K | |
| 5 | +$25.3K | |
| 6 | +$22.4K | |
| 7 | +$10.3K | |
| 8 | +$3.2K | |
| 9 | +$2.0K | |
| 10 | +$353 | |
| 11 | +$314 | |
| 12 | +$263 | |
| 13 | +$132 | |
| 14 | +$98 | |
| 15 | +$21 | |
| 16 | -$2.2K | |
| 17 | -$5.3K | |
| 18 | -$24.1K | |
| 19 | -$27.4K |