Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Grove Street Fiduciary, LLC | $22.7M |
| 2 | J.W. COLE ADVISORS, INC. | $2.3M |
| 3 | Venturi Wealth Management, LLC | $1.9M |
| 4 | Goldstein Advisors, LLC | $305.0K |
| 5 | Versant Capital Management, Inc | $256.1K |
| 6 | VUB Generali dochodkova spravcovska spolocnost, a.s. | $140.4K |
| 7 | Farther Finance Advisors, LLC | $124.8K |
| 8 | SALEM INVESTMENT COUNSELORS INC | $102.9K |
| 9 | Financial Perspectives, Inc | $9.1K |
| 10 | Physician Wealth Advisors, Inc. | $4.5K |
| 11 | CoreCap Advisors, LLC | $2.2K |
| 12 | Key FInancial Inc | $624 |
| 13 | Noble Wealth Management PBC | $530 |
| 14 | IFP Advisors, Inc | $468 |
| 15 | High Note Wealth, LLC | $437 |
| 16 | WEST PACES ADVISORS INC. | $312 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$2.3M | |
| 2 | +$28.2K | |
| 3 | +$312 | |
| 4 | -$26 | |
| 5 | -$28 | |
| 6 | -$32 | |
| 7 | -$38 | |
| 8 | -$132 | |
| 9 | -$270 | |
| 10 | -$545 | |
| 11 | -$6.2K | |
| 12 | -$8.4K | |
| 13 | -$15.4K | |
| 14 | -$15.9K | |
| 15 | -$51.0K | |
| 16 | -$546.8K | |
| 17 | -$1.5M |