Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | MONTRUSCO BOLTON INVESTMENTS INC. | $6.3M |
| 2 | CREDIT INDUSTRIEL ET COMMERCIAL | $353.7K |
| 3 | McAlvany Wealth Management LLC | $260.1K |
| 4 | Cardinal Point Capital Management ULC | $155.2K |
| 5 | Rathbones Group PLC | $70.3K |
| 6 | Castleview Partners, LLC | $59.0K |
| 7 | Brookstone Capital Management | $25.0K |
| 8 | Apollon Wealth Management, LLC | $24.4K |
| 9 | IFP Advisors, Inc | $14.1K |
| 10 | EverSource Wealth Advisors, LLC | $7.7K |
| 11 | FINANCIAL CONSULATE, INC | $2.3K |
| 12 | Pacifica Partners Inc. | $1.1K |
| 13 | Blue Trust, Inc. | $1.1K |
| 14 | SBI Securities Co., Ltd. | $23 |
| 15 | Tradewinds Capital Management, LLC | $12 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$260.1K | |
| 2 | +$59.0K | |
| 3 | +$10.8K | |
| 4 | +$7.7K | |
| 5 | +$23 | |
| 6 | -$2 | |
| 7 | -$181 | |
| 8 | -$215 | |
| 9 | -$460 | |
| 10 | -$1.1K | |
| 11 | -$4.9K | |
| 12 | -$6.7K | |
| 13 | -$33.7K | |
| 14 | -$77.6K | |
| 15 | -$89.3K | |
| 16 | -$932.7K |