Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | QRG CAPITAL MANAGEMENT, INC. | $1.1M |
| 2 | ERn Financial, LLC | $680.8K |
| 3 | Apella Capital, LLC | $422.9K |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $329.1K |
| 5 | ORRSTOWN FINANCIAL SERVICES INC | $266.7K |
| 6 | Farther Finance Advisors, LLC | $38.2K |
| 7 | BIRCHBROOK, INC. | $12.2K |
| 8 | WOLFF WIESE MAGANA LLC | $1.5K |
| 9 | EverSource Wealth Advisors, LLC | $1.4K |
| 10 | Blue Trust, Inc. | $1.2K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$109.9K | |
| 3 | +$12.2K | |
| 4 | +$5.7K | |
| 5 | +$1.6K | |
| 6 | +$1.2K | |
| 7 | +$226 | |
| 8 | +$220 | |
| 9 | -$1.6K | |
| 10 | -$1.7K | |
| 11 | -$72.8K |