Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | Uncommon Cents Investing LLC | $4.1M |
| 2 | Smith Asset Management Co., LLC | $2.7M |
| 3 | FLAGSHIP HARBOR ADVISORS, LLC | $2.5M |
| 4 | Shaker Financial Services, LLC | $830.3K |
| 5 | Abel Hall, LLC | $298.5K |
| 6 | Leisure Capital Management | $226.3K |
| 7 | Successful Portfolios LLC | $149.7K |
| 8 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $111.9K |
| 9 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $111.0K |
| 10 | DECISION INVESTMENTS, INC | $104.2K |
| 11 | Investment Partners Asset Management, Inc. | $72.2K |
| 12 | MISSION WEALTH MANAGEMENT, LP | $69.7K |
| 13 | LANARK FINANCIAL, INC. | $66.0K |
| 14 | BENJAMIN EDWARDS INC | $62.0K |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $60.3K |
| 16 | Farther Finance Advisors, LLC | $38.9K |
| 17 | IFP Advisors, Inc | $16.3K |
| 18 | Smallwood Wealth Investment Management, LLC | $7.6K |
| 19 | HIGHLINE WEALTH PARTNERS LLC | $2.9K |
| 20 | CGC Financial Services, LLC | $2.7K |
| 21 | Horrell Capital Management, Inc. | $1.1K |
| 22 | Stolper Co | $705 |
| 23 | TSFG, LLC | $11 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$756.7K | |
| 2 | +$195.5K | |
| 3 | +$139.4K | |
| 4 | +$69.7K | |
| 5 | +$60.3K | |
| 6 | +$17.2K | |
| 7 | +$13.1K | |
| 8 | +$13.0K | |
| 9 | +$7.8K | |
| 10 | +$6.9K | |
| 11 | +$6.0K | |
| 12 | +$4.2K | |
| 13 | +$3.8K | |
| 14 | +$2.9K | |
| 15 | +$935 | |
| 16 | +$705 | |
| 17 | +$436 | |
| 18 | +$157 | |
| 19 | +$66 | |
| 20 | $0 | |
| 21 | -$15.6K | |
| 22 | -$24.7K | |
| 23 | -$55.2K | |
| 24 | -$2.0M |