Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Robeco Institutional Asset Management B.V. | $3.3M |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $633.2K |
| 3 | Triumph Capital Management | $395.0K |
| 4 | GK Wealth Management LLC | $327.0K |
| 5 | Elevated Financial Group LLC | $325.4K |
| 6 | Revisor Wealth Management LLC | $257.0K |
| 7 | Merit Financial Group, LLC | $221.0K |
| 8 | Police & Firemen's Retirement System of New Jersey | $186.9K |
| 9 | WORLD EQUITY GROUP, INC. | $160.7K |
| 10 | SLT Holdings LLC | $156.7K |
| 11 | Golden State Wealth Management, LLC | $150.1K |
| 12 | SBI Securities Co., Ltd. | $75.5K |
| 13 | Financial Management Professionals, Inc. | $27.8K |
| 14 | Spire Wealth Management | $18.4K |
| 15 | IFP Advisors, Inc | $9.6K |
| 16 | Farther Finance Advisors, LLC | $8.4K |
| 17 | Decker Retirement Planning Inc. | $722 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$3.3M | |
| 2 | +$633.2K | |
| 3 | +$395.0K | |
| 4 | +$327.0K | |
| 5 | +$325.4K | |
| 6 | +$257.0K | |
| 7 | +$221.0K | |
| 8 | +$160.7K | |
| 9 | +$156.7K | |
| 10 | +$150.1K | |
| 11 | +$71.9K | |
| 12 | +$71.3K | |
| 13 | +$27.8K | |
| 14 | +$18.4K | |
| 15 | +$8.4K | |
| 16 | +$1.3K | |
| 17 | +$97 | |
| 18 | -$121.6K |