Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | PFG Investments, LLC | $16.9M |
| 2 | CANANDAIGUA NATIONAL BANK & TRUST CO | $919.4K |
| 3 | TRUE BLUE FINANCIAL, LLC | $816.9K |
| 4 | Wealth Advisory Team LLC | $787.2K |
| 5 | Dynamic Advisor Solutions LLC | $525.4K |
| 6 | Golden State Wealth Management, LLC | $449.0K |
| 7 | CAPITAL WEALTH MANAGEMENT, LLC | $357.6K |
| 8 | Mechanics Bank Trust Department | $349.6K |
| 9 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $346.4K |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $328.5K |
| 11 | Mason & Associates Inc | $270.7K |
| 12 | Apollon Wealth Management, LLC | $266.4K |
| 13 | CWC Advisors, LLC. | $252.5K |
| 14 | EQ LLC | $219.3K |
| 15 | First Pacific Financial | $184.7K |
| 16 | MJT & Associates Financial Advisory Group, Inc. | $33.5K |
| 17 | Noble Wealth Management PBC | $31.4K |
| 18 | Farther Finance Advisors, LLC | $1.1K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$328.5K | |
| 2 | +$219.3K | |
| 3 | +$63.0K | |
| 4 | +$58.4K | |
| 5 | +$26.4K | |
| 6 | +$17.0K | |
| 7 | +$9.4K | |
| 8 | +$8.8K | |
| 9 | +$3.3K | |
| 10 | +$3.2K | |
| 11 | +$2.5K | |
| 12 | +$1.9K | |
| 13 | +$1.1K | |
| 14 | +$229 | |
| 15 | -$7.5K | |
| 16 | -$454.5K | |
| 17 | -$488.2K | |
| 18 | -$989.5K |