Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | Y-Intercept (Hong Kong) Ltd | $2.7M |
| 2 | SIERRA SUMMIT ADVISORS LLC | $1.1M |
| 3 | Bellecapital International Ltd. | $618.7K |
| 4 | HIGHLAND CAPITAL MANAGEMENT, LLC | $514.8K |
| 5 | BFSG, LLC | $266.9K |
| 6 | SBI Securities Co., Ltd. | $181.5K |
| 7 | Sage Investment Counsel LLC | $139.9K |
| 8 | Intesa Sanpaolo Wealth Management | $96.8K |
| 9 | SIGNATUREFD, LLC | $65.5K |
| 10 | Blue Trust, Inc. | $34.3K |
| 11 | ARMSTRONG ADVISORY GROUP, INC | $14.6K |
| 12 | GAMMA Investing LLC | $14.4K |
| 13 | Farther Finance Advisors, LLC | $8.9K |
| 14 | EverSource Wealth Advisors, LLC | $8.7K |
| 15 | Torren Management, LLC | $5.6K |
| 16 | Trium Capital LLP | $2.9K |
| 17 | FINANCIAL CONSULATE, INC | $2.3K |
| 18 | Hoese & Co LLP | $2.1K |
| 19 | City State Bank | $1.4K |
| 20 | MJT & Associates Financial Advisory Group, Inc. | $1.4K |
| 21 | VISION FINANCIAL MARKETS LLC | $1.4K |
| 22 | TOTH FINANCIAL ADVISORY CORP | $1.3K |
| 23 | GHP Investment Advisors, Inc. | $210 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$2.7M | |
| 2 | +$1.1M | |
| 3 | +$288.1K | |
| 4 | +$96.8K | |
| 5 | +$49.9K | |
| 6 | +$39.9K | |
| 7 | +$26.6K | |
| 8 | +$13.4K | |
| 9 | +$6.3K | |
| 10 | +$2.1K | |
| 11 | +$1.6K | |
| 12 | +$1.4K | |
| 13 | +$1.4K | |
| 14 | +$930 | |
| 15 | +$535 | |
| 16 | +$224 | |
| 17 | +$156 | |
| 18 | +$135 | |
| 19 | +$134 | |
| 20 | +$126 | |
| 21 | +$20 | |
| 22 | -$405 | |
| 23 | -$5.8K | |
| 24 | -$12.5K | |
| 25 | -$14.8K |