Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Penbrook Management LLC | $1.2M |
| 2 | LAZARI CAPITAL MANAGEMENT, INC. | $641.6K |
| 3 | Rathbones Group PLC | $189.7K |
| 4 | Ballentine Partners, LLC | $141.4K |
| 5 | China Universal Asset Management Co., Ltd. | $112.6K |
| 6 | GAMMA Investing LLC | $100.3K |
| 7 | SIGNATUREFD, LLC | $91.6K |
| 8 | Mirae Asset Global Investments Co., Ltd. | $31.6K |
| 9 | Blue Trust, Inc. | $13.6K |
| 10 | Farther Finance Advisors, LLC | $4.3K |
| 11 | SBI Securities Co., Ltd. | $2.8K |
| 12 | EverSource Wealth Advisors, LLC | $1.6K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$141.4K | |
| 2 | +$31.6K | |
| 3 | +$1.3K | |
| 4 | +$374 | |
| 5 | -$844 | |
| 6 | -$1.9K | |
| 7 | -$5.8K | |
| 8 | -$9.0K | |
| 9 | -$30.3K | |
| 10 | -$51.3K | |
| 11 | -$67.7K | |
| 12 | -$161.1K | |
| 13 | -$241.5K |