Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | First American Bank | $7.0M |
| 2 | Apollon Wealth Management, LLC | $2.2M |
| 3 | Y-Intercept (Hong Kong) Ltd | $1.1M |
| 4 | Cyndeo Wealth Partners, LLC | $768.5K |
| 5 | Blackhawk Capital Partners, LLC | $531.6K |
| 6 | Drucker Wealth 3.0, LLC | $393.7K |
| 7 | Police & Firemen's Retirement System of New Jersey | $365.1K |
| 8 | Diversified Trust Co | $333.5K |
| 9 | Accurate Wealth Management, LLC | $325.1K |
| 10 | SBI Securities Co., Ltd. | $7.4K |
| 11 | SJS Investment Consulting Inc. | $7.2K |
| 12 | EverSource Wealth Advisors, LLC | $6.8K |
| 13 | Cedar Mountain Advisors, LLC | $5.0K |
| 14 | GAMMA Investing LLC | $2.8K |
| 15 | Farther Finance Advisors, LLC | $2.3K |
| 16 | IFP Advisors, Inc | $755 |
| 17 | State of Alaska, Department of Revenue | $557 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$497.8K | |
| 3 | +$393.7K | |
| 4 | +$333.5K | |
| 5 | +$54.4K | |
| 6 | +$25.8K | |
| 7 | +$5.9K | |
| 8 | +$5.2K | |
| 9 | +$3.6K | |
| 10 | +$1.9K | |
| 11 | +$355 | |
| 12 | +$40 | |
| 13 | -$19 | |
| 14 | -$36 | |
| 15 | -$144 | |
| 16 | -$1.0K | |
| 17 | -$1.6K | |
| 18 | -$4.6K | |
| 19 | -$17.4K | |
| 20 | -$83.5K | |
| 21 | -$264.7K | |
| 22 | -$433.4K | |
| 23 | -$607.6K | |
| 24 | -$2.1M |