Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Linden Thomas Advisory Services, LLC | $1.1M |
| 2 | Morningstar Investment Management LLC | $418.9K |
| 3 | EXCHANGE TRADED CONCEPTS, LLC | $268.0K |
| 4 | GAMMA Investing LLC | $47.4K |
| 5 | Hickory Point Bank & Trust | $37.4K |
| 6 | SIGNATUREFD, LLC | $31.3K |
| 7 | Farther Finance Advisors, LLC | $9.6K |
| 8 | IFP Advisors, Inc | $7.2K |
| 9 | Blue Trust, Inc. | $4.2K |
| 10 | FIRST HORIZON CORP | $2.1K |
| 11 | MassMutual Private Wealth & Trust, FSB | $749 |
| 12 | JFS WEALTH ADVISORS, LLC | $609 |
| 13 | State of Alaska, Department of Revenue | $436 |
| 14 | Handelsbanken Fonder AB | $403 |
| 15 | DiNuzzo Private Wealth, Inc. | $235 |
| 16 | CoreCap Advisors, LLC | $234 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$169.6K | |
| 2 | +$28.6K | |
| 3 | +$18.6K | |
| 4 | +$7.1K | |
| 5 | +$4.9K | |
| 6 | +$1.8K | |
| 7 | +$234 | |
| 8 | +$201 | |
| 9 | +$36 | |
| 10 | +$29 | |
| 11 | +$21 | |
| 12 | +$20 | |
| 13 | +$12 | |
| 14 | $0 | |
| 15 | -$45 | |
| 16 | -$134 | |
| 17 | -$624 | |
| 18 | -$1.0K | |
| 19 | -$3.2K | |
| 20 | -$3.2K | |
| 21 | -$3.9K | |
| 22 | -$17.1K | |
| 23 | -$17.3K | |
| 24 | -$306.7K |