Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | Perkins Coie Trust Co | $1.6M |
| 2 | Nilsine Partners, LLC | $1.3M |
| 3 | Ledyard National Bank | $1.2M |
| 4 | PFG Investments, LLC | $823.4K |
| 5 | Sage Capital Management, LLC | $321.6K |
| 6 | Avior Wealth Management, LLC | $275.5K |
| 7 | Kesler, Norman & Wride, LLC | $268.0K |
| 8 | ALBION FINANCIAL GROUP /UT | $113.2K |
| 9 | Farther Finance Advisors, LLC | $53.2K |
| 10 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $32.3K |
| 11 | JNBA Financial Advisors | $26.3K |
| 12 | Aspect Partners, LLC | $25.1K |
| 13 | JFS WEALTH ADVISORS, LLC | $19.4K |
| 14 | THOMPSON INVESTMENT MANAGEMENT, INC. | $12.5K |
| 15 | SOA Wealth Advisors, LLC. | $8.5K |
| 16 | LANARK FINANCIAL, INC. | $6.9K |
| 17 | IFP Advisors, Inc | $6.8K |
| 18 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $6.6K |
| 19 | LifeSteps Financial, Inc. | $2.5K |
| 20 | ST GERMAIN D J CO INC | $2.5K |
| 21 | SBI Securities Co., Ltd. | $999 |
| 22 | Tradewinds Capital Management, LLC | $250 |
| 23 | CoreCap Advisors, LLC | $125 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$275.5K | |
| 2 | +$216.9K | |
| 3 | +$25.1K | |
| 4 | +$14.9K | |
| 5 | +$3.2K | |
| 6 | +$2.5K | |
| 7 | +$1.9K | |
| 8 | +$1.1K | |
| 9 | +$1.1K | |
| 10 | +$950 | |
| 11 | +$252 | |
| 12 | +$229 | |
| 13 | +$120 | |
| 14 | +$111 | |
| 15 | +$91 | |
| 16 | +$66 | |
| 17 | +$24 | |
| 18 | +$22 | |
| 19 | +$2 | |
| 20 | +$1 | |
| 21 | -$6.1K | |
| 22 | -$49.9K | |
| 23 | -$56.7K | |
| 24 | -$69.0K | |
| 25 | -$165.8K | |
| 26 | -$203.3K | |
| 27 | -$1.2M |