Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Dynamic Advisor Solutions LLC | $455.8K |
| 2 | Advantage Trust Co | $92.2K |
| 3 | Bank of New Hampshire | $44.1K |
| 4 | HARBOR INVESTMENT ADVISORY, LLC | $12.0K |
| 5 | Capital Investment Advisory Services, LLC | $11.1K |
| 6 | Hyposwiss Advisors SA | $11.0K |
| 7 | LANARK FINANCIAL, INC. | $7.8K |
| 8 | IFP Advisors, Inc | $4.6K |
| 9 | Darwin Wealth Management, LLC | $1.7K |
| 10 | SIMS INVESTMENT MANAGEMENT, LLC | $47 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$455.8K | |
| 2 | +$92.2K | |
| 3 | +$3.2K | |
| 4 | +$858 | |
| 5 | +$792 | |
| 6 | +$561 | |
| 7 | +$473 | |
| 8 | +$330 | |
| 9 | +$47 | |
| 10 | -$43 | |
| 11 | -$1.3K | |
| 12 | -$232.6K |