Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $4.8M |
| 2 | Smith Asset Management Co., LLC | $1.1M |
| 3 | PFG Investments, LLC | $306.8K |
| 4 | ST GERMAIN D J CO INC | $24.6K |
| 5 | PFS Partners, LLC | $19.2K |
| 6 | Ulland Investment Advisors, LLC | $12 |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$1.2K | |
| 2 | +$88 | |
| 3 | $0 | |
| 4 | -$342 | |
| 5 | -$30.7K | |
| 6 | -$53.4K |