Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Somerset Trust Co | $957.4K |
| 2 | FIDUCIARY FINANCIAL GROUP, LLC | $466.0K |
| 3 | Chesley Taft & Associates LLC | $339.3K |
| 4 | LAUREL OAK WEALTH MANAGEMENT, LLC | $304.9K |
| 5 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $254.8K |
| 6 | Union Bancaire Privee, UBP SA | $145.3K |
| 7 | CoreCap Advisors, LLC | $141.2K |
| 8 | Mirae Asset Global Investments Co., Ltd. | $109.5K |
| 9 | SBI Securities Co., Ltd. | $65.0K |
| 10 | Aventura Private Wealth, LLC | $7.4K |
| 11 | EverSource Wealth Advisors, LLC | $4.7K |
| 12 | TSFG, LLC | $2 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$466.0K | |
| 2 | +$129.0K | |
| 3 | +$109.5K | |
| 4 | +$32.5K | |
| 5 | +$29.0K | |
| 6 | +$21.0K | |
| 7 | +$18.0K | |
| 8 | +$7.4K | |
| 9 | +$602 | |
| 10 | +$483 | |
| 11 | $0 | |
| 12 | -$11.5K | |
| 13 | -$38.7K |