Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | MEITAV INVESTMENT HOUSE LTD | $3.7M |
| 2 | Foster Victor Wealth Advisors, LLC | $463.6K |
| 3 | Abacus Wealth Partners, LLC | $339.1K |
| 4 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $337.7K |
| 5 | Abacus Planning Group, Inc. | $321.1K |
| 6 | IFP Advisors, Inc | $258.4K |
| 7 | Dogwood Wealth Management LLC | $224.6K |
| 8 | Atlantic Edge Private Wealth Management, LLC | $42.4K |
| 9 | Farther Finance Advisors, LLC | $32.6K |
| 10 | AdvisorNet Financial, Inc | $27.8K |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3.5K |
| 12 | EverSource Wealth Advisors, LLC | $1.5K |
| 13 | CX Institutional | $31 |
| 14 | TSFG, LLC | $4 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$463.0K | |
| 2 | +$48.9K | |
| 3 | +$2.2K | |
| 4 | -$1 | |
| 5 | -$5 | |
| 6 | -$240 | |
| 7 | -$477 | |
| 8 | -$5.7K | |
| 9 | -$6.6K | |
| 10 | -$7.6K | |
| 11 | -$16.5K | |
| 12 | -$30.1K | |
| 13 | -$38.0K | |
| 14 | -$50.0K | |
| 15 | -$52.8K | |
| 16 | -$70.5K | |
| 17 | -$210.8K | |
| 18 | -$228.6K |