Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Mraz, Amerine & Associates, Inc. | $2.4M |
| 2 | FLAGSHIP HARBOR ADVISORS, LLC | $1.9M |
| 3 | Shaker Financial Services, LLC | $1.1M |
| 4 | Barry Investment Advisors, LLC | $677.5K |
| 5 | Dynamic Advisor Solutions LLC | $404.8K |
| 6 | Triasima Portfolio Management inc. | $256.8K |
| 7 | SAX WEALTH ADVISORS, LLC | $233.2K |
| 8 | Successful Portfolios LLC | $175.9K |
| 9 | Mills Wealth Advisors LLC | $151.1K |
| 10 | Noble Wealth Management PBC | $53.0K |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $45.8K |
| 12 | HIGHLINE WEALTH PARTNERS LLC | $2.4K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$1.9M | |
| 2 | +$253.4K | |
| 3 | +$114.6K | |
| 4 | +$30.2K | |
| 5 | +$19.2K | |
| 6 | +$16.2K | |
| 7 | +$2.6K | |
| 8 | +$176 | |
| 9 | -$68.4K | |
| 10 | -$119.5K | |
| 11 | -$488.5K | |
| 12 | -$581.7K |