Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Prospera Financial Services Inc | $7.3M |
| 2 | BENJAMIN EDWARDS INC | $5.8M |
| 3 | PFG Investments, LLC | $2.3M |
| 4 | Pine Valley Investments Ltd Liability Co | $908.6K |
| 5 | EWA, LLC | $624.3K |
| 6 | D.A. DAVIDSON & CO. | $215.5K |
| 7 | Farther Finance Advisors, LLC | $172.0K |
| 8 | GAMMA Investing LLC | $119.8K |
| 9 | CITY HOLDING CO | $40.4K |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.4K |
| 11 | Spire Wealth Management | $2.2K |
| 12 | DHJJ Financial Advisors, Ltd. | $1.2K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$624.3K | |
| 2 | +$283.8K | |
| 3 | +$53.4K | |
| 4 | +$45.4K | |
| 5 | +$13.3K | |
| 6 | +$7.4K | |
| 7 | +$4.4K | |
| 8 | +$2.5K | |
| 9 | +$133 | |
| 10 | +$88 | |
| 11 | -$12.6K | |
| 12 | -$12.7K | |
| 13 | -$232.2K | |
| 14 | -$2.3M |