Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | SBI Securities Co., Ltd. | $888.9K |
| 2 | J.W. COLE ADVISORS, INC. | $864.7K |
| 3 | FIDUCIARY FINANCIAL GROUP, LLC | $513.3K |
| 4 | Cordoba Advisory Partners LLC | $476.6K |
| 5 | Pictet North America Advisors SA | $446.6K |
| 6 | Miller Global Investments, LLC | $276.8K |
| 7 | Steadtrust LLC | $258.6K |
| 8 | Prism Advisors, Inc. | $202.3K |
| 9 | IFP Advisors, Inc | $200.8K |
| 10 | Intesa Sanpaolo Wealth Management | $36.9K |
| 11 | Triumph Capital Management | $32.9K |
| 12 | Farther Finance Advisors, LLC | $18.5K |
| 13 | TOMPKINS FINANCIAL CORP | $3.7K |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$864.7K | |
| 2 | +$29.4K | |
| 3 | +$28.0K | |
| 4 | +$19.6K | |
| 5 | +$19.1K | |
| 6 | +$18.5K | |
| 7 | +$17.8K | |
| 8 | +$17.4K | |
| 9 | +$16.2K | |
| 10 | +$12.7K | |
| 11 | +$232 | |
| 12 | -$15.5K | |
| 13 | -$75.2K | |
| 14 | -$1.5M | |
| 15 | -$4.7M |