Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Rathbones Group PLC | $106.7K |
| 2 | Prospera Financial Services Inc | $90.7K |
| 3 | EVERGREEN CAPITAL MANAGEMENT LLC | $49.9K |
| 4 | Pacific Excel Wealth Advisors, Inc. | $27.2K |
| 5 | Strategic Blueprint, LLC | $14.7K |
| 6 | PFG Investments, LLC | $14.1K |
| 7 | Lincoln Capital LLC | $9.8K |
| 8 | SBI Securities Co., Ltd. | $1.1K |
| 9 | AdvisorNet Financial, Inc | $1.0K |
| 10 | Farther Finance Advisors, LLC | $573 |
| 11 | CoreCap Advisors, LLC | $113 |
| 12 | Kozak & Associates, Inc. | $44 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$27.2K | |
| 2 | +$218 | |
| 3 | -$21 | |
| 4 | -$36 | |
| 5 | -$217 | |
| 6 | -$326 | |
| 7 | -$3.0K | |
| 8 | -$3.0K | |
| 9 | -$4.4K | |
| 10 | -$5.6K | |
| 11 | -$6.2K | |
| 12 | -$11.9K | |
| 13 | -$15.6K | |
| 14 | -$28.3K | |
| 15 | -$182.5K |