Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | FLAGSHIP HARBOR ADVISORS, LLC | $1.5M |
| 2 | Yoffe Investment Management, LLC | $601.6K |
| 3 | SBI Securities Co., Ltd. | $548.8K |
| 4 | City Center Advisors, LLC | $204.8K |
| 5 | IFP Advisors, Inc | $200.0K |
| 6 | Farther Finance Advisors, LLC | $20.8K |
| 7 | Financial Perspectives, Inc | $15.5K |
| 8 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $5.2K |
| 9 | LRI Investments, LLC | $1.1K |
| 10 | Noble Wealth Management PBC | $977 |
| 11 | Trust Co | $514 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$106.0K | |
| 2 | +$10.8K | |
| 3 | +$127 | |
| 4 | -$1 | |
| 5 | -$2 | |
| 6 | -$30 | |
| 7 | -$126 | |
| 8 | -$540 | |
| 9 | -$1.2K | |
| 10 | -$39.6K | |
| 11 | -$47.7K | |
| 12 | -$57.8K | |
| 13 | -$516.5K |