Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | INTACT INVESTMENT MANAGEMENT INC. | $4.8M |
| 2 | MONTRUSCO BOLTON INVESTMENTS INC. | $2.4M |
| 3 | ZAZOVE ASSOCIATES LLC | $944.0K |
| 4 | Key Client Fiduciary Advisors, LLC | $332.8K |
| 5 | AA Financial Advisors, LLC | $288.9K |
| 6 | HM PAYSON & CO | $184.1K |
| 7 | LBP AM SA | $128.4K |
| 8 | Rathbones Group PLC | $93.3K |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $86.8K |
| 10 | Mountain Capital Investment Advisors Inc. | $77.7K |
| 11 | EverSource Wealth Advisors, LLC | $57.0K |
| 12 | B. Riley Wealth Advisors, Inc. | $54.9K |
| 13 | Farther Finance Advisors, LLC | $28.3K |
| 14 | FIRST UNITED BANK & TRUST | $11.8K |
| 15 | IFP Advisors, Inc | $6.7K |
| 16 | SBI Securities Co., Ltd. | $4.8K |
| 17 | AdvisorNet Financial, Inc | $944 |
| 18 | City State Bank | $944 |
| 19 | LifeSteps Financial, Inc. | $519 |
| 20 | Physician Wealth Advisors, Inc. | $402 |
| 21 | FNY Investment Advisers, LLC | $94 |
| 22 | Bogart Wealth, LLC | $80 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$128.4K | |
| 2 | +$86.8K | |
| 3 | +$84.9K | |
| 4 | +$28.3K | |
| 5 | +$6.6K | |
| 6 | +$519 | |
| 7 | +$402 | |
| 8 | +$233 | |
| 9 | +$94 | |
| 10 | +$80 | |
| 11 | -$100 | |
| 12 | -$100 | |
| 13 | -$1.3K | |
| 14 | -$6.0K | |
| 15 | -$7.8K | |
| 16 | -$19.6K | |
| 17 | -$29.6K | |
| 18 | -$37.9K | |
| 19 | -$46.3K | |
| 20 | -$55.2K | |
| 21 | -$89.0K | |
| 22 | -$333.3K | |
| 23 | -$345.2K | |
| 24 | -$410.2K | |
| 25 | -$511.1K |