Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Triumph Capital Management | $1.0M |
| 2 | DAVENPORT & Co LLC | $909.6K |
| 3 | Veracity Capital LLC | $649.1K |
| 4 | Y-Intercept (Hong Kong) Ltd | $476.3K |
| 5 | LANARK FINANCIAL, INC. | $4.6K |
| 6 | EverSource Wealth Advisors, LLC | $4.2K |
| 7 | Farther Finance Advisors, LLC | $1.1K |
| 8 | Dogwood Wealth Management LLC | $1.1K |
| 9 | SBI Securities Co., Ltd. | $100 |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$649.1K | |
| 2 | +$476.3K | |
| 3 | +$292.9K | |
| 4 | +$6.3K | |
| 5 | +$4.6K | |
| 6 | +$4.2K | |
| 7 | +$1.1K | |
| 8 | +$49 | |
| 9 | -$9 | |
| 10 | -$5.3M |