Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Slow Capital, Inc. | $1.4M |
| 2 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $882.9K |
| 3 | One Charles Private Wealth Services, LLC | $856.4K |
| 4 | ROCKLAND TRUST CO | $644.9K |
| 5 | DECISION INVESTMENTS, INC | $479.3K |
| 6 | CONTINUUM WEALTH ADVISORS, LLC | $283.7K |
| 7 | Sequoia Financial Advisors, LLC | $278.6K |
| 8 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $251.8K |
| 9 | FULCRUM WEALTH ADVISORS, LLC | $248.7K |
| 10 | Newport Capital Group, LLC | $216.1K |
| 11 | Register Financial Advisors LLC | $22.7K |
| 12 | Central Pacific Bank - Trust Division | $3.9K |
| 13 | SBI Securities Co., Ltd. | $193 |
| 14 | CX Institutional | $21 |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$315.6K | |
| 2 | +$248.7K | |
| 3 | +$73.1K | |
| 4 | +$18.4K | |
| 5 | +$9.6K | |
| 6 | +$8.6K | |
| 7 | +$7.3K | |
| 8 | +$1.4K | |
| 9 | +$765 | |
| 10 | +$130 | |
| 11 | +$7 | |
| 12 | -$1.2K | |
| 13 | -$14.7K | |
| 14 | -$163.8K |