Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Sonoma Allocations LLC | $13.6M |
| 2 | CATHY PARETO & ASSOCIATES, INC | $9.1M |
| 3 | GC Wealth Management RIA, LLC | $2.5M |
| 4 | Spinnaker Investment Group, LLC | $2.5M |
| 5 | Sowell Financial Services LLC | $2.4M |
| 6 | D.A. DAVIDSON & CO. | $2.4M |
| 7 | JOHNSON INVESTMENT COUNSEL INC | $1.5M |
| 8 | E&G Advisors, LLC | $883.9K |
| 9 | CARY STREET PARTNERS FINANCIAL LLC | $718.4K |
| 10 | Berkeley, Inc | $445.2K |
| 11 | SFG Wealth Management, LLC. | $431.5K |
| 12 | FLAGSTAR SECURITIES, INC | $399.8K |
| 13 | BridgePort Financial Solutions, LLC | $235.6K |
| 14 | Farther Finance Advisors, LLC | $81.2K |
| 15 | Main Street Group, LTD | $65.0K |
| 16 | City State Bank | $6.6K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$2.1M | |
| 2 | +$1.1M | |
| 3 | +$431.5K | |
| 4 | +$388.6K | |
| 5 | +$306.6K | |
| 6 | +$155.0K | |
| 7 | +$115.8K | |
| 8 | +$63.5K | |
| 9 | +$56.9K | |
| 10 | +$46.4K | |
| 11 | +$19.7K | |
| 12 | +$16.4K | |
| 13 | +$9.3K | |
| 14 | +$6.6K | |
| 15 | +$3.1K | |
| 16 | -$2.1M |