Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $356.0K |
| 2 | DAVENPORT & Co LLC | $330.5K |
| 3 | First Bank & Trust | $190.6K |
| 4 | Police & Firemen's Retirement System of New Jersey | $154.4K |
| 5 | Versant Capital Management, Inc | $46.9K |
| 6 | FIRST HORIZON CORP | $24.5K |
| 7 | Farther Finance Advisors, LLC | $21.7K |
| 8 | Newton One Investments LLC | $13.4K |
| 9 | EASTERN BANK | $9.9K |
| 10 | SALEM INVESTMENT COUNSELORS INC | $7.8K |
| 11 | EverSource Wealth Advisors, LLC | $7.8K |
| 12 | GAMMA Investing LLC | $7.0K |
| 13 | SJS Investment Consulting Inc. | $5.3K |
| 14 | Owl Creek Wealth Partners LLC | $3.5K |
| 15 | Fortitude Family Office, LLC | $3.2K |
| 16 | FINANCIAL CONSULATE, INC | $2.2K |
| 17 | IFP Advisors, Inc | $1.7K |
| 18 | True Wealth Design, LLC | $1.6K |
| 19 | MassMutual Private Wealth & Trust, FSB | $1.3K |
| 20 | LANARK FINANCIAL, INC. | $770 |
| 21 | Main Street Group, LTD | $770 |
| 22 | Wealth Enhancement Trust Services, Inc. | $616 |
| 23 | SIGNATUREFD, LLC | $477 |
| 24 | HARBOR INVESTMENT ADVISORY, LLC | $39 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$250.0K | |
| 2 | +$36.5K | |
| 3 | +$17.3K | |
| 4 | +$16.7K | |
| 5 | +$5.2K | |
| 6 | +$4.7K | |
| 7 | +$3.8K | |
| 8 | +$3.5K | |
| 9 | +$2.9K | |
| 10 | +$2.7K | |
| 11 | +$1.2K | |
| 12 | +$1.2K | |
| 13 | +$616 | |
| 14 | $0 | |
| 15 | -$1 | |
| 16 | -$8 | |
| 17 | -$22 | |
| 18 | -$22 | |
| 19 | -$41 | |
| 20 | -$63 | |
| 21 | -$103 | |
| 22 | -$157 | |
| 23 | -$177 | |
| 24 | -$271 | |
| 25 | -$283 | |
| 26 | -$541 | |
| 27 | -$1.9K | |
| 28 | -$4.4K |