Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Nilsine Partners, LLC | $4.7M |
| 2 | Police & Firemen's Retirement System of New Jersey | $81.4K |
| 3 | McAlvany Wealth Management LLC | $72.3K |
| 4 | Bison Wealth, LLC | $50.8K |
| 5 | Sequoia Financial Advisors, LLC | $47.3K |
| 6 | Brookstone Capital Management | $30.8K |
| 7 | CARY STREET PARTNERS FINANCIAL LLC | $24.3K |
| 8 | LANARK FINANCIAL, INC. | $11.0K |
| 9 | Blue Trust, Inc. | $2.6K |
| 10 | CoreCap Advisors, LLC | $1.9K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$81.4K | |
| 2 | +$72.3K | |
| 3 | +$47.3K | |
| 4 | +$7.0K | |
| 5 | +$2.3K | |
| 6 | -$50 | |
| 7 | -$67 | |
| 8 | -$288 | |
| 9 | -$13.0K | |
| 10 | -$13.6K | |
| 11 | -$712.5K |