Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | INTACT INVESTMENT MANAGEMENT INC. | $8.9M |
| 2 | J.W. COLE ADVISORS, INC. | $568.0K |
| 3 | Pacifica Partners Inc. | $409.5K |
| 4 | Larry Mathis Financial Planning, LLC | $295.2K |
| 5 | Brookwood Investment Group LLC | $275.8K |
| 6 | Sava Infond d.o.o. | $161.9K |
| 7 | SIGNATUREFD, LLC | $30.6K |
| 8 | QV Investors Inc. | $24.1K |
| 9 | Physician Wealth Advisors, Inc. | $4.7K |
| 10 | SBI Securities Co., Ltd. | $4.0K |
| 11 | EverSource Wealth Advisors, LLC | $1.5K |
| 12 | Farther Finance Advisors, LLC | $1.2K |
| 13 | SYCOMORE ASSET MANAGEMENT | $405 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$568.0K | |
| 2 | +$275.8K | |
| 3 | +$25.0K | |
| 4 | +$8.7K | |
| 5 | +$5.1K | |
| 6 | +$5.0K | |
| 7 | +$142 | |
| 8 | -$222 | |
| 9 | -$224 | |
| 10 | -$6.5K | |
| 11 | -$9.3K | |
| 12 | -$33.1K | |
| 13 | -$155.5K | |
| 14 | -$322.9K | |
| 15 | -$541.3K | |
| 16 | -$4.1M |