Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Fractal Investments LLC | $13.3M |
| 2 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $1.2M |
| 3 | KWMG, LLC | $781.6K |
| 4 | D.A. DAVIDSON & CO. | $419.9K |
| 5 | FLC Capital Advisors | $363.2K |
| 6 | Canvas Wealth Advisors, LLC | $318.6K |
| 7 | LexAurum Advisors, LLC | $232.5K |
| 8 | Farther Finance Advisors, LLC | $31.9K |
| 9 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $20.4K |
| 10 | Center for Financial Planning, Inc. | $12.7K |
| 11 | Financial Management Professionals, Inc. | $10.0K |
| 12 | Trust Co of Kansas | $207 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$3.0M | |
| 2 | +$816.0K | |
| 3 | +$176.6K | |
| 4 | +$94.9K | |
| 5 | +$82.1K | |
| 6 | +$72.0K | |
| 7 | +$52.5K | |
| 8 | +$6.8K | |
| 9 | +$4.2K | |
| 10 | +$2.9K | |
| 11 | +$47 | |
| 12 | -$5.5K | |
| 13 | -$171.9K |