Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Y-Intercept (Hong Kong) Ltd | $656.8K |
| 2 | Intrua Financial, LLC | $614.6K |
| 3 | Sowell Financial Services LLC | $325.9K |
| 4 | FCG Investment Co | $276.0K |
| 5 | Blue Trust, Inc. | $65.5K |
| 6 | SBI Securities Co., Ltd. | $48.2K |
| 7 | MJT & Associates Financial Advisory Group, Inc. | $4.9K |
| 8 | Trium Capital LLP | $2.8K |
| 9 | JFS WEALTH ADVISORS, LLC | $523 |
| 10 | True Wealth Design, LLC | $332 |
| 11 | LRI Investments, LLC | $157 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$367.2K | |
| 2 | +$276.0K | |
| 3 | +$19.8K | |
| 4 | +$19.5K | |
| 5 | +$1.4K | |
| 6 | +$226 | |
| 7 | +$157 | |
| 8 | +$17 | |
| 9 | +$1 | |
| 10 | +$1 | |
| 11 | -$816 | |
| 12 | -$45.8K |