Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | ROCKLAND TRUST CO | $3.8M |
| 2 | Slow Capital, Inc. | $913.2K |
| 3 | MERIDIAN INVESTMENT COUNSEL INC. | $733.5K |
| 4 | Cadent Capital Advisors, LLC | $458.3K |
| 5 | Ballentine Partners, LLC | $443.1K |
| 6 | One Charles Private Wealth Services, LLC | $383.9K |
| 7 | Tiller Private Wealth, Inc. | $359.4K |
| 8 | J.W. COLE ADVISORS, INC. | $297.3K |
| 9 | JOHNSON INVESTMENT COUNSEL INC | $270.8K |
| 10 | Sequoia Financial Advisors, LLC | $232.0K |
| 11 | Sightline Wealth Advisors, LLC | $226.6K |
| 12 | SBI Securities Co., Ltd. | $114.8K |
| 13 | IFP Advisors, Inc | $31.6K |
| 14 | LANARK FINANCIAL, INC. | $22.0K |
| 15 | Spire Wealth Management | $16.4K |
| 16 | Blue Trust, Inc. | $15.2K |
| 17 | CoreCap Advisors, LLC | $13.4K |
| 18 | UNION SAVINGS BANK | $11.8K |
| 19 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $9.8K |
| 20 | Realta Investment Advisors | $9.6K |
| 21 | Central Pacific Bank - Trust Division | $7.9K |
| 22 | CX Institutional | $738 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$297.3K | |
| 2 | +$4.7K | |
| 3 | +$3.1K | |
| 4 | +$1.1K | |
| 5 | +$714 | |
| 6 | +$25 | |
| 7 | -$141 | |
| 8 | -$165 | |
| 9 | -$213 | |
| 10 | -$239 | |
| 11 | -$294 | |
| 12 | -$359 | |
| 13 | -$3.0K | |
| 14 | -$3.6K | |
| 15 | -$4.8K | |
| 16 | -$7.9K | |
| 17 | -$9.1K | |
| 18 | -$13.1K | |
| 19 | -$23.3K | |
| 20 | -$34.6K | |
| 21 | -$85.0K | |
| 22 | -$149.3K | |
| 23 | -$236.4K | |
| 24 | -$244.9K | |
| 25 | -$556.0K | |
| 26 | -$1.5M |