Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $2.0M |
| 2 | Nova Wealth Management, Inc. | $980.5K |
| 3 | Nautilus Advisors LLC | $628.4K |
| 4 | Eagle Strategies LLC | $464.7K |
| 5 | J.W. COLE ADVISORS, INC. | $454.7K |
| 6 | Sava Infond d.o.o. | $390.9K |
| 7 | Sightline Wealth Advisors, LLC | $345.2K |
| 8 | SBI Securities Co., Ltd. | $217.9K |
| 9 | Strategic Investment Solutions, Inc. /IL | $201.2K |
| 10 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $136.0K |
| 11 | Bangor Savings Bank | $76.5K |
| 12 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $20.4K |
| 13 | Farther Finance Advisors, LLC | $9.3K |
| 14 | CX Institutional | $27 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$628.4K | |
| 2 | +$454.7K | |
| 3 | +$271.4K | |
| 4 | +$78.7K | |
| 5 | +$13.4K | |
| 6 | +$1.1K | |
| 7 | -$5 | |
| 8 | -$235 | |
| 9 | -$329 | |
| 10 | -$1.2K | |
| 11 | -$2.2K | |
| 12 | -$3.1K | |
| 13 | -$3.5K | |
| 14 | -$6.3K | |
| 15 | -$10.9K | |
| 16 | -$155.4K |