Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Atala Financial Inc | $555.2K |
| 2 | BENJAMIN EDWARDS INC | $530.9K |
| 3 | Mirador Capital Partners LP | $58.4K |
| 4 | Foster Victor Wealth Advisors, LLC | $20.4K |
| 5 | LANARK FINANCIAL, INC. | $1.4K |
| 6 | FINANCIAL CONSULATE, INC | $1.1K |
| 7 | SBI Securities Co., Ltd. | $1.1K |
| 8 | Farther Finance Advisors, LLC | $66 |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$555.2K | |
| 2 | -$4 | |
| 3 | -$147 | |
| 4 | -$278 | |
| 5 | -$370 | |
| 6 | -$1.6K | |
| 7 | -$2.0K | |
| 8 | -$4.6K | |
| 9 | -$25.9K | |
| 10 | -$40.0K | |
| 11 | -$216.9K |