Filing Research
Snapshot holdings
#
1Capricorn Fund Managers Ltd$15.8M
2Total Clarity Wealth Management, Inc.$488.9K
3Harbour Capital Advisors, LLC$405.6K
4Vest Financial, LLC$303.5K
5EXCHANGE TRADED CONCEPTS, LLC$287.7K
6Mirae Asset Global Investments Co., Ltd.$112.6K
7TOTH FINANCIAL ADVISORY CORP$54.3K
8Fideuram Asset Management (Ireland) dac$37.2K
9FINANCIAL CONSULATE, INC$19.7K
10Triumph Capital Management$14.8K
11Reyes Financial Architecture, Inc.$12.3K
12Farther Finance Advisors, LLC$5.5K
13Tradewinds Capital Management, LLC$4.9K
14SBI Securities Co., Ltd.$2.3K
15SJS Investment Consulting Inc.$543
Manager changes
#
1
Capricorn Fund Managers Ltd
+$1.9M
2
Vest Financial, LLC
+$303.5K
3
EXCHANGE TRADED CONCEPTS, LLC
+$287.7K
4
Harbour Capital Advisors, LLC
+$136.2K
5
Mirae Asset Global Investments Co., Ltd.
+$112.6K
6
Total Clarity Wealth Management, Inc.
+$37.9K
7
Fideuram Asset Management (Ireland) dac
+$37.2K
8
Reyes Financial Architecture, Inc.
+$8.3K
9
TOTH FINANCIAL ADVISORY CORP
+$7.4K
10
Farther Finance Advisors, LLC
+$5.3K
11
Tradewinds Capital Management, LLC
+$4.9K
12
SBI Securities Co., Ltd.
+$2.0K
13
SJS Investment Consulting Inc.
-$6
14
Triumph Capital Management
-$144
15
FINANCIAL CONSULATE, INC
-$192
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