Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | ABSOLUTE INVESTMENT ADVISERS, LLC | $2.2M |
| 2 | J.W. COLE ADVISORS, INC. | $1.4M |
| 3 | Byrne Asset Management LLC | $1.4M |
| 4 | Camelot Portfolios, LLC | $632.5K |
| 5 | SAX WEALTH ADVISORS, LLC | $490.7K |
| 6 | Shaker Financial Services, LLC | $405.6K |
| 7 | Future Financial Wealth Managment LLC | $394.1K |
| 8 | MELFA WEALTH MANAGEMENT, INC. | $356.0K |
| 9 | Apollon Wealth Management, LLC | $313.5K |
| 10 | SeaCrest Wealth Management, LLC | $254.5K |
| 11 | Prospera Financial Services Inc | $197.6K |
| 12 | Fortitude Advisory Group L.L.C. | $170.5K |
| 13 | Valeo Financial Advisors, LLC | $167.3K |
| 14 | EverSource Wealth Advisors, LLC | $150.1K |
| 15 | AEGON USA Investment Management, LLC | $107.2K |
| 16 | Post Resch Tallon Group Inc. | $94.0K |
| 17 | Sequoia Financial Advisors, LLC | $73.4K |
| 18 | Brookstone Capital Management | $54.0K |
| 19 | Beaird Harris Wealth Management, LLC | $9.6K |
| 20 | HIGHLINE WEALTH PARTNERS LLC | $3.0K |
| 21 | Strategic Investment Solutions, Inc. /IL | $1.5K |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.3K |
| 23 | Allied Private Wealth LLC | $538 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$405.6K | |
| 3 | +$116.8K | |
| 4 | +$107.2K | |
| 5 | +$40.9K | |
| 6 | +$13.1K | |
| 7 | +$1.0K | |
| 8 | +$983 | |
| 9 | -$60 | |
| 10 | -$220 | |
| 11 | -$704 | |
| 12 | -$966 | |
| 13 | -$5.4K | |
| 14 | -$6.1K | |
| 15 | -$10.1K | |
| 16 | -$11.0K | |
| 17 | -$18.0K | |
| 18 | -$25.8K | |
| 19 | -$26.1K | |
| 20 | -$86.4K | |
| 21 | -$340.1K | |
| 22 | -$429.1K | |
| 23 | -$2.5M |