Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Pembroke Management, LTD | $4.6M |
| 2 | INTACT INVESTMENT MANAGEMENT INC. | $892.6K |
| 3 | Platform Technology Partners | $230.4K |
| 4 | Central Pacific Bank - Trust Division | $227.1K |
| 5 | Allied Private Wealth LLC | $45.1K |
| 6 | IFP Advisors, Inc | $25.3K |
| 7 | Cape Investment Advisory, Inc. | $10.1K |
| 8 | SBI Securities Co., Ltd. | $2.4K |
| 9 | EverSource Wealth Advisors, LLC | $1.6K |
| 10 | Farther Finance Advisors, LLC | $658 |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$64.7K | |
| 3 | +$10.1K | |
| 4 | +$7.2K | |
| 5 | +$1.6K | |
| 6 | +$714 | |
| 7 | +$607 | |
| 8 | -$79.2K | |
| 9 | -$1.8M |