Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | LANARK FINANCIAL, INC. | $848.9K |
| 2 | ABC ARBITRAGE SA | $416.9K |
| 3 | Crossmark Global Holdings, Inc. | $406.6K |
| 4 | QRG CAPITAL MANAGEMENT, INC. | $316.3K |
| 5 | Blue Trust, Inc. | $39.3K |
| 6 | GAMMA Investing LLC | $14.8K |
| 7 | Farther Finance Advisors, LLC | $3.0K |
| 8 | Physician Wealth Advisors, Inc. | $461 |
| 9 | JFS WEALTH ADVISORS, LLC | $263 |
| 10 | True Wealth Design, LLC | $176 |
| 11 | LRI Investments, LLC | $66 |
| 12 | GHP Investment Advisors, Inc. | $44 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$416.9K | |
| 2 | +$406.6K | |
| 3 | +$73.8K | |
| 4 | +$13.9K | |
| 5 | +$2.7K | |
| 6 | +$461 | |
| 7 | +$263 | |
| 8 | +$176 | |
| 9 | +$66 | |
| 10 | -$4 | |
| 11 | -$2.9K | |
| 12 | -$62.8K |