Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | UG Investment Advisers Ltd. | $4.2M |
| 2 | Wealthcare Advisory Partners LLC | $319.3K |
| 3 | JFS WEALTH ADVISORS, LLC | $53.2K |
| 4 | Blue Trust, Inc. | $8.5K |
| 5 | SIGNATUREFD, LLC | $5.3K |
| 6 | Allied Private Wealth LLC | $191 |
| 7 | Independence Bank of Kentucky | $64 |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$53.2K | |
| 3 | +$5.3K | |
| 4 | -$39 | |
| 5 | -$5.2K | |
| 6 | -$93.9K | |
| 7 | -$275.0K | |
| 8 | -$1.1M |