Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | MIZUHO MARKETS AMERICAS LLC | $8.3M |
| 2 | INTACT INVESTMENT MANAGEMENT INC. | $2.2M |
| 3 | D.A. DAVIDSON & CO. | $1.2M |
| 4 | Cardinal Point Capital Management ULC | $238.7K |
| 5 | BENJAMIN EDWARDS INC | $149.0K |
| 6 | HOWLAND CAPITAL MANAGEMENT LLC | $66.0K |
| 7 | Rathbones Group PLC | $56.1K |
| 8 | SBI Securities Co., Ltd. | $30.6K |
| 9 | FINANCIAL CONSULATE, INC | $11.2K |
| 10 | EverSource Wealth Advisors, LLC | $3.0K |
| 11 | BARRETT & COMPANY, INC. | $2.0K |
| 12 | Farther Finance Advisors, LLC | $1.6K |
| 13 | AdvisorNet Financial, Inc | $1.5K |
| 14 | Hickory Point Bank & Trust | $1.3K |
| 15 | TSFG, LLC | $6 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$2.2M | |
| 2 | +$296.7K | |
| 3 | +$149.0K | |
| 4 | +$129.6K | |
| 5 | +$26.7K | |
| 6 | $0 | |
| 7 | $0 | |
| 8 | $0 | |
| 9 | $0 | |
| 10 | $0 | |
| 11 | $0 | |
| 12 | $0 | |
| 13 | $0 | |
| 14 | -$82 | |
| 15 | -$1.0K | |
| 16 | -$2.6K | |
| 17 | -$19.5K | |
| 18 | -$92.5K | |
| 19 | -$155.8K | |
| 20 | -$272.7K |