Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Tanager Wealth Management LLP | $104.2M |
| 2 | Rathbones Group PLC | $2.6M |
| 3 | JOHNSON INVESTMENT COUNSEL INC | $1.5M |
| 4 | Climber Capital SA | $1.4M |
| 5 | Fortis Group Advisors, LLC | $947.4K |
| 6 | Grey Fox Wealth Advisors, LLC | $830.2K |
| 7 | VERITY Wealth Advisors | $828.9K |
| 8 | Sequoia Financial Advisors, LLC | $464.8K |
| 9 | Insight Wealth Strategies, LLC | $403.6K |
| 10 | Pacifica Partners Inc. | $401.4K |
| 11 | Factor Wealth Management LTD | $267.4K |
| 12 | FIFTH THIRD SECURITIES, INC. | $223.3K |
| 13 | Capital Investment Advisory Services, LLC | $139.7K |
| 14 | FIRST UNITED BANK & TRUST | $105.6K |
| 15 | Cape Investment Advisory, Inc. | $94.7K |
| 16 | LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | $239 |
| 17 | DHJJ Financial Advisors, Ltd. | $116 |
| 18 | Capital Advisors, Ltd. LLC | $6 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$19.3M | |
| 2 | +$340.8K | |
| 3 | +$139.0K | |
| 4 | +$94.7K | |
| 5 | +$79.7K | |
| 6 | +$70.3K | |
| 7 | +$44.6K | |
| 8 | +$14.4K | |
| 9 | +$12.6K | |
| 10 | +$5.1K | |
| 11 | +$1.4K | |
| 12 | +$1 | |
| 13 | $0 | |
| 14 | $0 | |
| 15 | -$2.6K | |
| 16 | -$3.3K | |
| 17 | -$22.3K | |
| 18 | -$191.8K | |
| 19 | -$3.4M |