Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | FIRST CITIZENS BANK & TRUST CO | $13.0M |
| 2 | Envestnet Portfolio Solutions, Inc. | $12.0M |
| 3 | Avior Wealth Management, LLC | $799.9K |
| 4 | Fragasso Financial Advisors Inc | $444.0K |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $311.5K |
| 6 | Farther Finance Advisors, LLC | $263.1K |
| 7 | Advantage Trust Co | $215.4K |
| 8 | LANARK FINANCIAL, INC. | $103.2K |
| 9 | Cape Investment Advisory, Inc. | $11.9K |
| 10 | IFP Advisors, Inc | $7.1K |
| 11 | CoreCap Advisors, LLC | $2.7K |
| 12 | PARK AVENUE SECURITIES LLC | $591 |
| 13 | CX Institutional | $545 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$2.8M | |
| 2 | +$2.7M | |
| 3 | +$215.4K | |
| 4 | +$80.2K | |
| 5 | +$57.2K | |
| 6 | +$46.0K | |
| 7 | +$19.0K | |
| 8 | +$11.9K | |
| 9 | +$7.1K | |
| 10 | +$499 | |
| 11 | +$120 | |
| 12 | -$61 | |
| 13 | -$54.1K | |
| 14 | -$59.9K | |
| 15 | -$515.8K |