Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | GREATMARK INVESTMENT PARTNERS, INC. | $8.2M |
| 2 | Y-Intercept (Hong Kong) Ltd | $652.0K |
| 3 | MOODY ALDRICH PARTNERS LLC | $422.2K |
| 4 | Ballentine Partners, LLC | $389.7K |
| 5 | Beirne Wealth Consulting Services, LLC | $250.7K |
| 6 | SIGNATUREFD, LLC | $223.6K |
| 7 | Investors Research Corp | $54.0K |
| 8 | Founders Capital Management | $23.0K |
| 9 | Pacifica Partners Inc. | $19.3K |
| 10 | CoreCap Advisors, LLC | $19.2K |
| 11 | Physician Wealth Advisors, Inc. | $3.8K |
| 12 | Farther Finance Advisors, LLC | $1.8K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | -$5 | |
| 2 | -$295 | |
| 3 | -$1.7K | |
| 4 | -$2.2K | |
| 5 | -$5.4K | |
| 6 | -$6.5K | |
| 7 | -$6.8K | |
| 8 | -$14.4K | |
| 9 | -$15.3K | |
| 10 | -$55.0K | |
| 11 | -$71.1K | |
| 12 | -$99.1K | |
| 13 | -$469.4K | |
| 14 | -$568.5K | |
| 15 | -$600.1K | |
| 16 | -$2.9M | |
| 17 | -$14.9M |