Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Sidoxia Capital Management, LLC | $1.7M |
| 2 | Byrne Asset Management LLC | $1.4M |
| 3 | ABSOLUTE INVESTMENT ADVISERS, LLC | $1.0M |
| 4 | MELFA WEALTH MANAGEMENT, INC. | $769.5K |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $363.5K |
| 6 | Sonoma Allocations LLC | $341.1K |
| 7 | IAMS WEALTH MANAGEMENT, LLC | $213.2K |
| 8 | CARY STREET PARTNERS FINANCIAL LLC | $190.6K |
| 9 | Shulman DeMeo Asset Management LLC | $171.9K |
| 10 | Sowell Financial Services LLC | $163.6K |
| 11 | ECLECTIC ASSOCIATES INC /ADV | $160.9K |
| 12 | Wagner Wealth Management, LLC | $142.9K |
| 13 | Stronghold Wealth Management L.L.C. | $124.3K |
| 14 | LANARK FINANCIAL, INC. | $64.0K |
| 15 | TRUST CO OF TOLEDO NA /OH/ | $41.8K |
| 16 | CoreCap Advisors, LLC | $27.7K |
| 17 | HIGHLINE WEALTH PARTNERS LLC | $10.7K |
| 18 | Farther Finance Advisors, LLC | $6.7K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$363.5K | |
| 2 | +$341.1K | |
| 3 | +$39.0K | |
| 4 | +$13.7K | |
| 5 | +$6.7K | |
| 6 | +$3.8K | |
| 7 | +$3.4K | |
| 8 | +$2.5K | |
| 9 | +$1.5K | |
| 10 | -$100 | |
| 11 | -$392 | |
| 12 | -$600 | |
| 13 | -$1.2K | |
| 14 | -$2.0K | |
| 15 | -$3.8K | |
| 16 | -$60.0K | |
| 17 | -$247.3K | |
| 18 | -$1.8M |