Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | MEITAV INVESTMENT HOUSE LTD | $60.8M |
| 2 | BANQUE PICTET & CIE SA | $14.8M |
| 3 | EVERGREEN CAPITAL MANAGEMENT LLC | $13.6M |
| 4 | GFG Capital, LLC | $4.8M |
| 5 | Union Bancaire Privee, UBP SA | $4.7M |
| 6 | Farther Finance Advisors, LLC | $1.5M |
| 7 | Cordoba Advisory Partners LLC | $1.1M |
| 8 | Y-Intercept (Hong Kong) Ltd | $633.6K |
| 9 | Intesa Sanpaolo Wealth Management | $576.6K |
| 10 | First Growth Capital LLC | $575.4K |
| 11 | Pictet North America Advisors SA | $388.7K |
| 12 | Formidable Asset Management, LLC | $345.5K |
| 13 | AUGUSTINE ASSET MANAGEMENT INC | $232.3K |
| 14 | Triumph Capital Management | $212.9K |
| 15 | Finley Financial, LLC | $114.6K |
| 16 | Bank of New Hampshire | $56.8K |
| 17 | PFS Partners, LLC | $20.5K |
| 18 | Golden State Wealth Management, LLC | $12.3K |
| 19 | HIGHLINE WEALTH PARTNERS LLC | $6.0K |
| 20 | SYCOMORE ASSET MANAGEMENT | $333 |
| 21 | TSFG, LLC | $0 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$11.7M | |
| 2 | +$2.7M | |
| 3 | +$2.6M | |
| 4 | +$696.5K | |
| 5 | +$633.6K | |
| 6 | +$624.2K | |
| 7 | +$232.3K | |
| 8 | +$210.6K | |
| 9 | +$137.3K | |
| 10 | +$111.3K | |
| 11 | +$110.0K | |
| 12 | +$108.9K | |
| 13 | +$54.8K | |
| 14 | +$21.0K | |
| 15 | +$12.3K | |
| 16 | +$6.0K | |
| 17 | +$4.8K | |
| 18 | +$100 | |
| 19 | $0 | |
| 20 | -$105.7K | |
| 21 | -$148.6K | |
| 22 | -$462.4K | |
| 23 | -$607.1K | |
| 24 | -$2.2M | |
| 25 | -$4.2M |