Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Sage Investment Counsel LLC | $306.6K |
| 2 | Plan A Wealth LLC | $82.2K |
| 3 | QRG CAPITAL MANAGEMENT, INC. | $67.7K |
| 4 | GAMMA Investing LLC | $10.3K |
| 5 | Farther Finance Advisors, LLC | $4.9K |
| 6 | SIGNATUREFD, LLC | $377 |
| 7 | SBI Securities Co., Ltd. | $221 |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$67.7K | |
| 2 | +$38.4K | |
| 3 | +$15.2K | |
| 4 | +$10.3K | |
| 5 | +$629 | |
| 6 | +$27 | |
| 7 | -$1.4K | |
| 8 | -$2.3K | |
| 9 | -$39.3K | |
| 10 | -$55.5K |