Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | ABSOLUTE INVESTMENT ADVISERS, LLC | $1.1M |
| 2 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $673.4K |
| 3 | Shaker Financial Services, LLC | $509.2K |
| 4 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $440.6K |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $361.9K |
| 6 | Brookwood Investment Group LLC | $344.0K |
| 7 | Arlington Capital Management, Inc. | $277.6K |
| 8 | MELFA WEALTH MANAGEMENT, INC. | $267.9K |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $228.9K |
| 10 | Merit Financial Group, LLC | $225.9K |
| 11 | Abel Hall, LLC | $194.3K |
| 12 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $171.7K |
| 13 | AdvisorNet Financial, Inc | $141.1K |
| 14 | Main Street Group, LTD | $15.2K |
| 15 | LANARK FINANCIAL, INC. | $10.2K |
| 16 | HIGHLINE WEALTH PARTNERS LLC | $2.9K |
| 17 | Holos Integrated Wealth LLC | $2.8K |
| 18 | Darwin Wealth Management, LLC | $2.6K |
| 19 | SJS Investment Consulting Inc. | $1.0K |
| 20 | TSFG, LLC | $1 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$211.9K | |
| 2 | +$141.1K | |
| 3 | +$15.7K | |
| 4 | +$4.4K | |
| 5 | +$2.9K | |
| 6 | +$8 | |
| 7 | $0 | |
| 8 | -$30 | |
| 9 | -$33 | |
| 10 | -$118 | |
| 11 | -$176 | |
| 12 | -$1.4K | |
| 13 | -$2.0K | |
| 14 | -$2.3K | |
| 15 | -$2.7K | |
| 16 | -$3.1K | |
| 17 | -$5.6K | |
| 18 | -$7.8K | |
| 19 | -$8.1K | |
| 20 | -$12.5K | |
| 21 | -$13.1K | |
| 22 | -$13.4K | |
| 23 | -$17.2K | |
| 24 | -$1.1M |