Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | ABSOLUTE INVESTMENT ADVISERS, LLC | $5.3M |
| 2 | Rareview Capital LLC | $2.2M |
| 3 | Curated Wealth Partners LLC | $231.4K |
| 4 | TrueMark Investments, LLC | $203.1K |
| 5 | INTEGRATED CAPITAL MANAGEMENT, INC. | $187.9K |
| 6 | D.A. DAVIDSON & CO. | $78.1K |
| 7 | Brookwood Investment Group LLC | $71.4K |
| 8 | Winter & Associates, Inc. | $46.7K |
| 9 | JOHNSON INVESTMENT COUNSEL INC | $46.3K |
| 10 | MELFA WEALTH MANAGEMENT, INC. | $45.1K |
| 11 | PFG Investments, LLC | $40.3K |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $39.8K |
| 13 | Prospera Financial Services Inc | $35.6K |
| 14 | Trilogy Capital Inc. | $20.1K |
| 15 | Quaker Wealth Management, LLC | $8.9K |
| 16 | CoreCap Advisors, LLC | $8.0K |
| 17 | IFP Advisors, Inc | $4.0K |
| 18 | HIGHLINE WEALTH PARTNERS LLC | $2.5K |
| 19 | EverSource Wealth Advisors, LLC | $1.7K |
| 20 | PARK AVENUE SECURITIES LLC | $958 |
| 21 | Farther Finance Advisors, LLC | $187 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$5.3M | |
| 2 | +$2.2M | |
| 3 | +$231.4K | |
| 4 | +$203.1K | |
| 5 | +$23.5K | |
| 6 | +$187 | |
| 7 | -$17 | |
| 8 | -$168 | |
| 9 | -$267 | |
| 10 | -$539 | |
| 11 | -$600 | |
| 12 | -$1.4K | |
| 13 | -$1.9K | |
| 14 | -$2.4K | |
| 15 | -$2.5K | |
| 16 | -$2.7K | |
| 17 | -$2.9K | |
| 18 | -$3.0K | |
| 19 | -$4.8K | |
| 20 | -$5.1K | |
| 21 | -$19.6K | |
| 22 | -$24.9K |