Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | MONTRUSCO BOLTON INVESTMENTS INC. | $18.9M |
| 2 | HATCH COVE CAPITAL, LLC | $12.6M |
| 3 | INTACT INVESTMENT MANAGEMENT INC. | $4.9M |
| 4 | Koenig Investment Advisory, LLC | $1.5M |
| 5 | Y-Intercept (Hong Kong) Ltd | $1.1M |
| 6 | Farther Finance Advisors, LLC | $905.9K |
| 7 | Counterpoint Mutual Funds LLC | $656.8K |
| 8 | Abacus Wealth Partners, LLC | $441.7K |
| 9 | EVERGREEN CAPITAL MANAGEMENT LLC | $420.5K |
| 10 | SIGNATUREFD, LLC | $283.7K |
| 11 | Synergy Asset Management, LLC | $245.1K |
| 12 | Ballentine Partners, LLC | $166.5K |
| 13 | Blue Trust, Inc. | $136.7K |
| 14 | Optas, LLC | $102.5K |
| 15 | FIRST UNITED BANK & TRUST | $83.9K |
| 16 | Waldron Private Wealth LLC | $82.6K |
| 17 | CHICAGO TRUST Co NA | $71.6K |
| 18 | ARMSTRONG ADVISORY GROUP, INC | $20.6K |
| 19 | CoreCap Advisors, LLC | $13.8K |
| 20 | SBI Securities Co., Ltd. | $9.1K |
| 21 | EverSource Wealth Advisors, LLC | $2.7K |
| 22 | JFS WEALTH ADVISORS, LLC | $1.5K |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$18.9M | |
| 2 | +$12.6M | |
| 3 | +$4.9M | |
| 4 | +$1.5M | |
| 5 | +$1.1M | |
| 6 | +$905.9K | |
| 7 | +$656.8K | |
| 8 | +$441.7K | |
| 9 | +$420.5K | |
| 10 | +$283.7K | |
| 11 | +$245.1K | |
| 12 | +$166.5K | |
| 13 | +$136.7K | |
| 14 | +$102.5K | |
| 15 | +$83.9K | |
| 16 | +$82.6K | |
| 17 | +$71.6K | |
| 18 | +$20.6K | |
| 19 | +$13.8K | |
| 20 | +$9.1K | |
| 21 | +$2.7K | |
| 22 | +$1.5K |