Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | RAMSEY QUANTITATIVE SYSTEMS | $154.6K |
| 2 | HM PAYSON & CO | $147.4K |
| 3 | Ballentine Partners, LLC | $94.8K |
| 4 | SIGNATUREFD, LLC | $28.3K |
| 5 | SBI Securities Co., Ltd. | $12.4K |
| 6 | GAMMA Investing LLC | $10.5K |
| 7 | Mirae Asset Global Investments Co., Ltd. | $6.1K |
| 8 | Farther Finance Advisors, LLC | $2.7K |
| 9 | JFS WEALTH ADVISORS, LLC | $1.3K |
| 10 | Physician Wealth Advisors, Inc. | $408 |
| 11 | LRI Investments, LLC | $161 |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$154.6K | |
| 2 | +$116.3K | |
| 3 | +$6.1K | |
| 4 | +$2.8K | |
| 5 | +$408 | |
| 6 | -$81 | |
| 7 | -$653 | |
| 8 | -$3.6K | |
| 9 | -$4.8K | |
| 10 | -$6.3K | |
| 11 | -$19.7K | |
| 12 | -$28.2K | |
| 13 | -$41.1K | |
| 14 | -$43.2K |