Snapshot holdings28 / 28 loaded
| # | ||
|---|---|---|
| 1 | Northcape Capital Pty Ltd | $15.1M |
| 2 | Legacy Wealth Asset Management, LLC | $1.7M |
| 3 | Vest Financial, LLC | $850.8K |
| 4 | DAVENPORT & Co LLC | $693.0K |
| 5 | Crossmark Global Holdings, Inc. | $601.8K |
| 6 | FACTORY MUTUAL INSURANCE CO | $584.3K |
| 7 | Sequoia Financial Advisors, LLC | $336.2K |
| 8 | Blue Trust, Inc. | $331.1K |
| 9 | SUMMITRY LLC | $189.4K |
| 10 | SBI Securities Co., Ltd. | $180.3K |
| 11 | Generali Investments CEE, investicni spolecnost, a.s. | $166.5K |
| 12 | Ballentine Partners, LLC | $143.4K |
| 13 | Farther Finance Advisors, LLC | $122.2K |
| 14 | SIGNATUREFD, LLC | $94.8K |
| 15 | GAMMA Investing LLC | $55.6K |
| 16 | EverSource Wealth Advisors, LLC | $30.2K |
| 17 | FIRST HORIZON CORP | $16.5K |
| 18 | FINANCIAL CONSULATE, INC | $7.0K |
| 19 | Main Street Group, LTD | $3.4K |
| 20 | Physician Wealth Advisors, Inc. | $2.4K |
| 21 | True Wealth Design, LLC | $1.6K |
| 22 | HIGHLINE WEALTH PARTNERS LLC | $994 |
| 23 | LANARK FINANCIAL, INC. | $926 |
| 24 | IFP Advisors, Inc | $631 |
| 25 | Versant Capital Management, Inc | $389 |
| 26 | Smallwood Wealth Investment Management, LLC | $268 |
| 27 | LRI Investments, LLC | $228 |
| 28 | Abound Wealth Management | $108 |
Manager changes2026-06-30 vs 2026-03-3133 / 33 loaded
| # | ||
|---|---|---|
| 1 | +$406.6K | |
| 2 | +$109.2K | |
| 3 | +$4.8K | |
| 4 | +$1.1K | |
| 5 | +$389 | |
| 6 | -$42 | |
| 7 | -$105 | |
| 8 | -$362 | |
| 9 | -$388 | |
| 10 | -$689 | |
| 11 | -$1.3K | |
| 12 | -$3.4K | |
| 13 | -$4.3K | |
| 14 | -$4.7K | |
| 15 | -$5.2K | |
| 16 | -$8.6K | |
| 17 | -$15.4K | |
| 18 | -$56.7K | |
| 19 | -$65.1K | |
| 20 | -$69.7K | |
| 21 | -$105.0K | |
| 22 | -$116.9K | |
| 23 | -$143.6K | |
| 24 | -$147.7K | |
| 25 | -$152.5K | |
| 26 | -$226.0K | |
| 27 | -$325.9K | |
| 28 | -$371.1K | |
| 29 | -$477.0K | |
| 30 | -$777.7K | |
| 31 | -$1.0M | |
| 32 | -$5.0M | |
| 33 | -$9.0M |