Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | JOHNSON INVESTMENT COUNSEL INC | $861.4K |
| 2 | D.A. DAVIDSON & CO. | $536.7K |
| 3 | Versant Capital Management, Inc | $187.5K |
| 4 | Farther Finance Advisors, LLC | $6.1K |
| 5 | Spire Wealth Management | $5.4K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$861.4K | |
| 2 | +$14.8K | |
| 3 | +$6.1K | |
| 4 | +$5.4K | |
| 5 | -$5.4K |