Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Old Port Advisors | $1.7M |
| 2 | VISIONARY HORIZONS, LLC | $622.1K |
| 3 | BOURGEON CAPITAL MANAGEMENT LLC | $588.1K |
| 4 | Grove Bank & Trust | $47.3K |
| 5 | AdvisorNet Financial, Inc | $42.6K |
| 6 | Bogart Wealth, LLC | $39.5K |
| 7 | Triumph Capital Management | $31.9K |
| 8 | Blue Trust, Inc. | $9.5K |
| 9 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $2.7K |
| 10 | WestEnd Advisors, LLC | $2.0K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$9.5K | |
| 2 | +$2.7K | |
| 3 | -$41 | |
| 4 | -$655 | |
| 5 | -$811 | |
| 6 | -$875 | |
| 7 | -$971 | |
| 8 | -$11.8K | |
| 9 | -$12.8K | |
| 10 | -$121.9K | |
| 11 | -$131.8K |