Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $436.6K |
| 2 | Ballentine Partners, LLC | $371.9K |
| 3 | SIGNATUREFD, LLC | $289.1K |
| 4 | GAMMA Investing LLC | $285.5K |
| 5 | Flower City Capital | $235.0K |
| 6 | Farther Finance Advisors, LLC | $19.7K |
| 7 | Physician Wealth Advisors, Inc. | $4.8K |
| 8 | SBI Securities Co., Ltd. | $739 |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$371.9K | |
| 2 | +$169.2K | |
| 3 | +$138.6K | |
| 4 | +$33.7K | |
| 5 | +$18.2K | |
| 6 | +$2.9K | |
| 7 | +$57 | |
| 8 | -$5.5K |