Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | COURIER CAPITAL LLC | $1.8M |
| 2 | Pictet North America Advisors SA | $1.7M |
| 3 | Cordoba Advisory Partners LLC | $1.4M |
| 4 | GHP Investment Advisors, Inc. | $356.9K |
| 5 | Activest Wealth Management | $293.5K |
| 6 | Quantum Financial Advisors, LLC | $232.5K |
| 7 | Farther Finance Advisors, LLC | $20.0K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$293.5K | |
| 2 | +$161.7K | |
| 3 | +$66.9K | |
| 4 | +$63.1K | |
| 5 | +$17.1K | |
| 6 | +$14.9K | |
| 7 | +$434 |