Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | ABSOLUTE INVESTMENT ADVISERS, LLC | $3.3M |
| 2 | CoreCap Advisors, LLC | $896.3K |
| 3 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $511.1K |
| 4 | Abel Hall, LLC | $427.7K |
| 5 | Sowell Financial Services LLC | $398.3K |
| 6 | Patriot Financial Group Insurance Agency, LLC | $301.2K |
| 7 | SeaCrest Wealth Management, LLC | $295.2K |
| 8 | Merit Financial Group, LLC | $184.5K |
| 9 | DAVENPORT & Co LLC | $176.1K |
| 10 | MELFA WEALTH MANAGEMENT, INC. | $156.8K |
| 11 | B. Riley Wealth Advisors, Inc. | $140.4K |
| 12 | SIGNATUREFD, LLC | $60.5K |
| 13 | BARRETT & COMPANY, INC. | $52.2K |
| 14 | Key FInancial Inc | $19.4K |
| 15 | Community Financial Services Group, LLC | $12.9K |
| 16 | Oakworth Capital, Inc. | $11.6K |
| 17 | Fortis Group Advisors, LLC | $4.0K |
| 18 | HIGHLINE WEALTH PARTNERS LLC | $2.6K |
| 19 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2.6K |
| 20 | JFS WEALTH ADVISORS, LLC | $1.2K |
| 21 | PARK AVENUE SECURITIES LLC | $141 |
| 22 | Wilkerson Advisory Group LLC | $14 |
| 23 | First PREMIER Bank | $11 |
| 24 | FNY Investment Advisers, LLC | $9 |
| 25 | TSFG, LLC | $1 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$693.5K | |
| 2 | +$60.5K | |
| 3 | +$23.0K | |
| 4 | +$21.8K | |
| 5 | +$19.4K | |
| 6 | +$17.8K | |
| 7 | +$13.7K | |
| 8 | +$12.2K | |
| 9 | +$11.6K | |
| 10 | +$11.6K | |
| 11 | +$8.0K | |
| 12 | +$1.2K | |
| 13 | +$420 | |
| 14 | +$204 | |
| 15 | +$132 | |
| 16 | +$84 | |
| 17 | +$11 | |
| 18 | +$1 | |
| 19 | +$1 | |
| 20 | +$1 | |
| 21 | $0 | |
| 22 | -$199 | |
| 23 | -$2.8K | |
| 24 | -$5.1K | |
| 25 | -$161.8K | |
| 26 | -$267.7K | |
| 27 | -$292.3K | |
| 28 | -$3.9M |