Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Kessler Investment Group, LLC | $3.1M |
| 2 | SBI Securities Co., Ltd. | $1.0M |
| 3 | Curbstone Financial Management Corp | $189.0K |
| 4 | NorthCrest Asset Manangement, LLC | $55.6K |
| 5 | Ballentine Partners, LLC | $44.6K |
| 6 | Farther Finance Advisors, LLC | $24.1K |
| 7 | IFP Advisors, Inc | $20.8K |
| 8 | SIGNATUREFD, LLC | $17.5K |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.0K |
| 10 | Blue Trust, Inc. | $6.3K |
| 11 | BARRETT & COMPANY, INC. | $5.9K |
| 12 | LRI Investments, LLC | $3.1K |
| 13 | Cape Investment Advisory, Inc. | $3.0K |
| 14 | Vision Retirement, LLC | $2.0K |
| 15 | MassMutual Private Wealth & Trust, FSB | $1.3K |
| 16 | Crewe Advisors LLC | $630 |
| 17 | Golden State Wealth Management, LLC | $227 |
| 18 | Abound Wealth Management | $130 |
| 19 | EverSource Wealth Advisors, LLC | $28 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$469.0K | |
| 2 | +$379.0K | |
| 3 | +$84.2K | |
| 4 | +$55.6K | |
| 5 | +$44.6K | |
| 6 | +$17.4K | |
| 7 | +$14.9K | |
| 8 | +$9.0K | |
| 9 | +$4.7K | |
| 10 | +$3.0K | |
| 11 | +$3.0K | |
| 12 | +$2.0K | |
| 13 | +$1.1K | |
| 14 | +$530 | |
| 15 | +$212 | |
| 16 | +$130 | |
| 17 | +$106 | |
| 18 | +$38 | |
| 19 | +$28 | |
| 20 | $0 | |
| 21 | -$1 | |
| 22 | -$1.2K |