Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | EVERGREEN CAPITAL MANAGEMENT LLC | $5.1M |
| 2 | Corecam AG | $2.3M |
| 3 | Prospera Financial Services Inc | $1.3M |
| 4 | Mirae Asset Global Investments Co., Ltd. | $1.1M |
| 5 | WASHINGTON GROWTH STRATEGIES LLC | $1.0M |
| 6 | Y-Intercept (Hong Kong) Ltd | $989.8K |
| 7 | Provenance Wealth Advisors, LLC | $888.3K |
| 8 | Balefire, LLC | $848.8K |
| 9 | Corecam Pte. Ltd. | $843.2K |
| 10 | ACIMA PRIVATE WEALTH, LLC | $784.7K |
| 11 | Intesa Sanpaolo Wealth Management | $749.7K |
| 12 | Phraction Management LLC | $645.6K |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $482.2K |
| 14 | WAYSTONE ADVISORS LLC | $396.7K |
| 15 | PING CAPITAL MANAGEMENT, INC. | $366.6K |
| 16 | DELTEC ASSET MANAGEMENT LLC | $274.9K |
| 17 | Legacy Wealth Partners, LLC | $273.3K |
| 18 | AVALON CAPITAL MANAGEMENT | $238.3K |
| 19 | Ignite Planners, LLC | $227.8K |
| 20 | IFP Advisors, Inc | $119.0K |
| 21 | TFC Financial Management, Inc. | $30.5K |
| 22 | Farther Finance Advisors, LLC | $22.0K |
| 23 | Triumph Capital Management | $13.5K |
| 24 | Byrne Asset Management LLC | $8.8K |
| 25 | E Fund Management (Hong Kong) Co., Ltd. | $1.4K |
| 26 | Cape Investment Advisory, Inc. | $880 |
| 27 | Polunin Capital Partners Ltd | $820 |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$989.8K | |
| 3 | +$649.3K | |
| 4 | +$458.4K | |
| 5 | +$273.3K | |
| 6 | +$119.0K | |
| 7 | +$112.0K | |
| 8 | +$99.0K | |
| 9 | +$97.4K | |
| 10 | +$82.2K | |
| 11 | +$70.8K | |
| 12 | +$47.3K | |
| 13 | +$34.0K | |
| 14 | +$30.1K | |
| 15 | +$26.1K | |
| 16 | +$16.2K | |
| 17 | +$3.3K | |
| 18 | +$2.0K | |
| 19 | +$1.4K | |
| 20 | +$880 | |
| 21 | +$395 | |
| 22 | +$71 | |
| 23 | -$4.7K | |
| 24 | -$5.6K | |
| 25 | -$149.1K | |
| 26 | -$547.3K | |
| 27 | -$993.9K | |
| 28 | -$994.9K | |
| 29 | -$1.4M | |
| 30 | -$43.6M |