Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | SIGNATUREFD, LLC | $3.4M |
| 2 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $455.6K |
| 3 | Y-Intercept (Hong Kong) Ltd | $220.1K |
| 4 | GK Wealth Management LLC | $142.5K |
| 5 | Revisor Wealth Management LLC | $102.4K |
| 6 | Hartford Financial Management Inc. | $8.1K |
| 7 | CoreCap Advisors, LLC | $1.6K |
| 8 | FINANCIAL CONSULATE, INC | $1.6K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$3.4M | |
| 2 | +$220.1K | |
| 3 | +$142.5K | |
| 4 | +$102.4K | |
| 5 | +$1.6K | |
| 6 | -$520 | |
| 7 | -$11.4K | |
| 8 | -$239.7K |