Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | CAISSE DES DEPOTS ET CONSIGNATIONS | $4.4M |
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | $1.3M |
| 3 | Activest Wealth Management | $1.1M |
| 4 | Sowell Financial Services LLC | $973.3K |
| 5 | Revisor Wealth Management LLC | $951.0K |
| 6 | DAVENPORT & Co LLC | $465.0K |
| 7 | Brookstone Capital Management | $458.0K |
| 8 | Aprio Wealth Management, LLC | $363.3K |
| 9 | MADDEN SECURITIES Corp | $273.9K |
| 10 | Triumph Capital Management | $115.4K |
| 11 | CoreCap Advisors, LLC | $34.6K |
| 12 | IFP Advisors, Inc | $23.7K |
| 13 | Byrne Asset Management LLC | $13.7K |
| 14 | Farther Finance Advisors, LLC | $11.0K |
| 15 | Investors Research Corp | $10.7K |
| 16 | Capital Investment Advisory Services, LLC | $9.1K |
| 17 | Aventura Private Wealth, LLC | $5.0K |
| 18 | SJS Investment Consulting Inc. | $3.8K |
| 19 | Canal Insurance CO | $1.1K |
| 20 | Essential Investment Partners LLC | $639 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$4.4M | |
| 2 | +$1.3M | |
| 3 | +$307.7K | |
| 4 | +$57.2K | |
| 5 | +$13.7K | |
| 6 | +$10.7K | |
| 7 | +$910 | |
| 8 | -$14 | |
| 9 | -$31 | |
| 10 | -$111 | |
| 11 | -$202 | |
| 12 | -$229 | |
| 13 | -$525 | |
| 14 | -$830 | |
| 15 | -$6.1K | |
| 16 | -$8.0K | |
| 17 | -$10.1K | |
| 18 | -$14.0K | |
| 19 | -$21.4K | |
| 20 | -$39.1K | |
| 21 | -$2.2M |