Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | D.A. DAVIDSON & CO. | $3.9M |
| 2 | Fortis Group Advisors, LLC | $2.0M |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $1.0M |
| 4 | Capital Investment Advisory Services, LLC | $488.0K |
| 5 | CRA Financial Services, LLC | $428.5K |
| 6 | October Effect Ltd | $396.5K |
| 7 | First Financial Bank - Trust Division | $315.2K |
| 8 | Brookstone Capital Management | $289.1K |
| 9 | PFG Investments, LLC | $275.7K |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $273.0K |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $265.6K |
| 12 | Security National Bank | $234.0K |
| 13 | Farther Finance Advisors, LLC | $219.9K |
| 14 | HARBOUR INVESTMENT MANAGEMENT LLC | $211.0K |
| 15 | IFP Advisors, Inc | $34.2K |
| 16 | LANARK FINANCIAL, INC. | $19.5K |
| 17 | CoreCap Advisors, LLC | $14.6K |
| 18 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $12.2K |
| 19 | HHM Wealth Advisors, LLC | $10.5K |
| 20 | Ritter Daniher Financial Advisory LLC / DE | $6.1K |
| 21 | SIGNATUREFD, LLC | $5.8K |
| 22 | FINANCIAL CONSULATE, INC | $5.2K |
| 23 | Investors Research Corp | $3.4K |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$3.9M | |
| 2 | +$1.0M | |
| 3 | +$488.0K | |
| 4 | +$428.5K | |
| 5 | +$396.5K | |
| 6 | +$315.2K | |
| 7 | +$289.1K | |
| 8 | +$273.0K | |
| 9 | +$234.0K | |
| 10 | +$211.0K | |
| 11 | +$191.6K | |
| 12 | +$40.2K | |
| 13 | +$37.0K | |
| 14 | +$26.2K | |
| 15 | +$14.6K | |
| 16 | +$12.2K | |
| 17 | +$10.5K | |
| 18 | +$6.1K | |
| 19 | +$5.2K | |
| 20 | +$3.4K | |
| 21 | +$366 | |
| 22 | -$3.4K | |
| 23 | -$529.1K |