Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | OLD NATIONAL BANCORP /IN/ | $118.5K |
| 2 | Spire Wealth Management | $6.2K |
| 3 | IFP Advisors, Inc | $3.8K |
| 4 | GAMMA Investing LLC | $2.3K |
| 5 | Fortis Group Advisors, LLC | $2.0K |
| 6 | ST GERMAIN D J CO INC | $1.6K |
| 7 | LANARK FINANCIAL, INC. | $1.4K |
| 8 | Farther Finance Advisors, LLC | $1.2K |
| 9 | BARRETT & COMPANY, INC. | $434 |
| 10 | EverSource Wealth Advisors, LLC | $116 |
| 11 | SBI Securities Co., Ltd. | $70 |
| 12 | SJS Investment Consulting Inc. | $12 |
| 13 | TSFG, LLC | $1 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$118.5K | |
| 2 | +$1.3K | |
| 3 | +$1.2K | |
| 4 | +$1.1K | |
| 5 | +$780 | |
| 6 | +$466 | |
| 7 | +$403 | |
| 8 | +$116 | |
| 9 | +$95 | |
| 10 | +$88 | |
| 11 | +$14 | |
| 12 | +$12 | |
| 13 | $0 | |
| 14 | -$19 | |
| 15 | -$1.6K | |
| 16 | -$24.1K |