Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | INTACT INVESTMENT MANAGEMENT INC. | $10.1M |
| 2 | Penbrook Management LLC | $1.6M |
| 3 | Baron Wealth Management LLC | $384.3K |
| 4 | Formidable Asset Management, LLC | $240.2K |
| 5 | Mraz, Amerine & Associates, Inc. | $165.1K |
| 6 | Blue Trust, Inc. | $138.9K |
| 7 | MONTGOMERY INVESTMENT MANAGEMENT INC | $131.8K |
| 8 | Bogart Wealth, LLC | $80.0K |
| 9 | D.A. DAVIDSON & CO. | $76.8K |
| 10 | PETRA FINANCIAL ADVISORS INC | $59.4K |
| 11 | Pacifica Partners Inc. | $40.8K |
| 12 | Founders Capital Management | $40.0K |
| 13 | Physician Wealth Advisors, Inc. | $8.8K |
| 14 | Hartford Financial Management Inc. | $8.0K |
| 15 | WOLFF WIESE MAGANA LLC | $8.0K |
| 16 | SBI Securities Co., Ltd. | $1.7K |
| 17 | FARMERS & MERCHANTS INVESTMENTS INC | $416 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$1.6M | |
| 2 | +$165.1K | |
| 3 | +$80.0K | |
| 4 | +$44.2K | |
| 5 | +$44.0K | |
| 6 | +$1.1K | |
| 7 | -$49 | |
| 8 | -$671 | |
| 9 | -$940 | |
| 10 | -$940 | |
| 11 | -$4.7K | |
| 12 | -$6.1K | |
| 13 | -$6.3K | |
| 14 | -$8.0K | |
| 15 | -$9.0K | |
| 16 | -$52.4K | |
| 17 | -$493.9K | |
| 18 | -$18.9M |