Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | Slow Capital, Inc. | $1.9M |
| 2 | Intesa Sanpaolo Wealth Management | $1.6M |
| 3 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $1.1M |
| 4 | DECISION INVESTMENTS, INC | $913.5K |
| 5 | Total Clarity Wealth Management, Inc. | $850.3K |
| 6 | Wealth Management Partners, LLC | $537.7K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $516.5K |
| 8 | FULCRUM WEALTH ADVISORS, LLC | $430.5K |
| 9 | Castleview Partners, LLC | $231.0K |
| 10 | Plancorp, LLC | $230.4K |
| 11 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $200.5K |
| 12 | Farther Finance Advisors, LLC | $76.7K |
| 13 | Spire Wealth Management | $60.1K |
| 14 | LRI Investments, LLC | $30.1K |
| 15 | SBI Securities Co., Ltd. | $26.9K |
| 16 | LANARK FINANCIAL, INC. | $26.3K |
| 17 | Darwin Wealth Management, LLC | $11.3K |
| 18 | Rachor Investment Advisory Services, LLC | $9.6K |
| 19 | Quaker Wealth Management, LLC | $9.2K |
| 20 | Capital Investment Advisory Services, LLC | $9.0K |
| 21 | Central Pacific Bank - Trust Division | $1.4K |
| 22 | TRUST CO OF TOLEDO NA /OH/ | $1.2K |
| 23 | CX Institutional | $144 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$430.5K | |
| 2 | +$231.0K | |
| 3 | +$155.9K | |
| 4 | +$110.5K | |
| 5 | +$93.7K | |
| 6 | +$82.5K | |
| 7 | +$81.6K | |
| 8 | +$66.1K | |
| 9 | +$30.1K | |
| 10 | +$8.4K | |
| 11 | +$6.2K | |
| 12 | +$5.8K | |
| 13 | +$2.6K | |
| 14 | +$2.6K | |
| 15 | +$2.6K | |
| 16 | +$1.2K | |
| 17 | +$935 | |
| 18 | +$896 | |
| 19 | +$878 | |
| 20 | +$137 | |
| 21 | +$117 | |
| 22 | -$880 | |
| 23 | -$11.6K | |
| 24 | -$12.2K | |
| 25 | -$23.3K | |
| 26 | -$180.6K | |
| 27 | -$394.6K | |
| 28 | -$429.9K |