Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $24.5M |
| 2 | SUMMITRY LLC | $22.3M |
| 3 | BENJAMIN EDWARDS INC | $18.4M |
| 4 | D.A. DAVIDSON & CO. | $10.7M |
| 5 | Apella Capital, LLC | $362.3K |
| 6 | Single Point Partners, LLC | $331.1K |
| 7 | IFP Advisors, Inc | $253.0K |
| 8 | SIGNATUREFD, LLC | $249.0K |
| 9 | Bellecapital International Ltd. | $141.6K |
| 10 | Physician Wealth Advisors, Inc. | $101.5K |
| 11 | Hyposwiss Advisors SA | $34.6K |
| 12 | PARK AVENUE SECURITIES LLC | $256 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$5.4M | |
| 2 | +$940.5K | |
| 3 | +$849.0K | |
| 4 | +$331.1K | |
| 5 | +$172.4K | |
| 6 | +$141.6K | |
| 7 | +$125.1K | |
| 8 | +$48.1K | |
| 9 | +$256 | |
| 10 | -$335 | |
| 11 | -$980 | |
| 12 | -$2.7K | |
| 13 | -$8.5K |