Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Marquette Asset Management, LLC | $522.7K |
| 2 | HOWARD FINANCIAL SERVICES, LTD. | $243.1K |
| 3 | RAMSEY QUANTITATIVE SYSTEMS | $217.4K |
| 4 | Versant Capital Management, Inc | $40.9K |
| 5 | GAMMA Investing LLC | $12.8K |
| 6 | SIGNATUREFD, LLC | $4.2K |
| 7 | EverSource Wealth Advisors, LLC | $1.5K |
| 8 | FINANCIAL CONSULATE, INC | $1.4K |
| 9 | Center for Financial Planning, Inc. | $156 |
| 10 | IFP Advisors, Inc | $46 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$522.7K | |
| 2 | +$217.4K | |
| 3 | +$41.5K | |
| 4 | +$7.0K | |
| 5 | +$1.6K | |
| 6 | +$238 | |
| 7 | +$27 | |
| 8 | +$8 | |
| 9 | -$23 | |
| 10 | -$257 | |
| 11 | -$5.1K | |
| 12 | -$5.4K |