Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $16.7M |
| 2 | D.A. DAVIDSON & CO. | $10.5M |
| 3 | TITLEIST ASSET MANAGEMENT, LLC | $10.0M |
| 4 | Legacy Private Trust Co. | $8.5M |
| 5 | Yoder Wealth Management, Inc. | $4.9M |
| 6 | JAMES INVESTMENT RESEARCH, INC. | $3.7M |
| 7 | IFP Advisors, Inc | $1.2M |
| 8 | BENJAMIN EDWARDS INC | $724.4K |
| 9 | LEAVELL INVESTMENT MANAGEMENT, INC. | $612.4K |
| 10 | 4WEALTH ADVISORS, INC. | $601.2K |
| 11 | MOULTON WEALTH MANAGEMENT, INC | $461.2K |
| 12 | Brookstone Capital Management | $351.3K |
| 13 | Hyposwiss Advisors SA | $344.7K |
| 14 | Single Point Partners, LLC | $331.0K |
| 15 | CARY STREET PARTNERS FINANCIAL LLC | $322.5K |
| 16 | Greater Midwest Financial Group, LLC | $305.8K |
| 17 | Great Diamond Partners, LLC | $269.0K |
| 18 | SIGNATUREFD, LLC | $249.9K |
| 19 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $228.6K |
| 20 | Physician Wealth Advisors, Inc. | $183.4K |
| 21 | Bogart Wealth, LLC | $40.3K |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $29.4K |
| 23 | Crews Bank & Trust | $25.0K |
| 24 | Bank of New Hampshire | $18.2K |
| 25 | PARK AVENUE SECURITIES LLC | $4.0K |
| 26 | First PREMIER Bank | $15 |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$7.9M | |
| 2 | +$1.4M | |
| 3 | +$838.7K | |
| 4 | +$738.7K | |
| 5 | +$331.0K | |
| 6 | +$269.0K | |
| 7 | +$189.1K | |
| 8 | +$153.8K | |
| 9 | +$145.7K | |
| 10 | +$80.9K | |
| 11 | +$65.1K | |
| 12 | +$47.9K | |
| 13 | +$44.8K | |
| 14 | +$14.9K | |
| 15 | +$192 | |
| 16 | $0 | |
| 17 | -$188 | |
| 18 | -$258 | |
| 19 | -$299 | |
| 20 | -$417 | |
| 21 | -$2.4K | |
| 22 | -$2.5K | |
| 23 | -$3.2K | |
| 24 | -$3.6K | |
| 25 | -$12.6K | |
| 26 | -$34.4K | |
| 27 | -$132.1K | |
| 28 | -$883.4K | |
| 29 | -$1.7M |