Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Y-Intercept (Hong Kong) Ltd | $1.1M |
| 2 | SBI Securities Co., Ltd. | $455.2K |
| 3 | Themes Management Co LLC | $453.5K |
| 4 | TITLEIST ASSET MANAGEMENT, LLC | $86.1K |
| 5 | Diversified Trust Co | $66.7K |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $61.2K |
| 7 | EverSource Wealth Advisors, LLC | $56.3K |
| 8 | Triumph Capital Management | $6.3K |
| 9 | TRUST CO OF TOLEDO NA /OH/ | $4.5K |
| 10 | Farther Finance Advisors, LLC | $2.3K |
| 11 | GAMMA Investing LLC | $1.3K |
| 12 | Physician Wealth Advisors, Inc. | $1.2K |
| 13 | IFP Advisors, Inc | $271 |
| 14 | SJS Investment Consulting Inc. | $70 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$122.5K | |
| 3 | +$86.1K | |
| 4 | +$46.8K | |
| 5 | +$19.4K | |
| 6 | +$17.7K | |
| 7 | +$1.2K | |
| 8 | +$1.2K | |
| 9 | +$846 | |
| 10 | +$25 | |
| 11 | +$13 | |
| 12 | -$86 | |
| 13 | -$380 | |
| 14 | -$24.7K | |
| 15 | -$112.6K | |
| 16 | -$178.2K | |
| 17 | -$384.0K |