Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | BANQUE PICTET & CIE SA | $1.3M |
| 2 | Unique Wealth Strategies, LLC | $686.3K |
| 3 | Finley Financial, LLC | $386.3K |
| 4 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $325.6K |
| 5 | Rathbones Group PLC | $222.5K |
| 6 | Pine Valley Investments Ltd Liability Co | $202.2K |
| 7 | SIGNATUREFD, LLC | $196.4K |
| 8 | WEBSTER BANK, N. A. | $154.7K |
| 9 | Activest Wealth Management | $124.9K |
| 10 | THOMPSON INVESTMENT MANAGEMENT, INC. | $117.9K |
| 11 | Farther Finance Advisors, LLC | $83.0K |
| 12 | FIRST HORIZON CORP | $37.8K |
| 13 | OLD SECOND NATIONAL BANK OF AURORA | $26.1K |
| 14 | Blue Trust, Inc. | $15.7K |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.3K |
| 16 | GILPIN WEALTH MANAGEMENT, LLC | $3.3K |
| 17 | IFP Advisors, Inc | $3.0K |
| 18 | Central Pacific Bank - Trust Division | $391 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$202.2K | |
| 2 | +$100.0K | |
| 3 | +$36.3K | |
| 4 | +$10.8K | |
| 5 | +$9.1K | |
| 6 | +$5.9K | |
| 7 | +$4.3K | |
| 8 | +$3.3K | |
| 9 | +$1.1K | |
| 10 | +$726 | |
| 11 | +$115 | |
| 12 | +$91 | |
| 13 | +$11 | |
| 14 | -$366 | |
| 15 | -$8.6K | |
| 16 | -$38.9K | |
| 17 | -$78.2K | |
| 18 | -$165.6K | |
| 19 | -$210.1K |