Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | MATAURO, LLC | $33.8M |
| 2 | Winter & Associates, Inc. | $1.9M |
| 3 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1.8M |
| 4 | ARKANSAS FINANCIAL GROUP, INC. | $1.5M |
| 5 | MISSION WEALTH MANAGEMENT, LP | $1.2M |
| 6 | Merit Financial Group, LLC | $763.2K |
| 7 | PFG Investments, LLC | $227.0K |
| 8 | Grove Bank & Trust | $92.6K |
| 9 | Farther Finance Advisors, LLC | $86.5K |
| 10 | NorthAvenue LLC | $3.2K |
| 11 | TOTH FINANCIAL ADVISORY CORP | $2.3K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$823.9K | |
| 2 | +$675.5K | |
| 3 | +$186.5K | |
| 4 | +$92.6K | |
| 5 | +$81.8K | |
| 6 | -$67 | |
| 7 | -$94 | |
| 8 | -$6.6K | |
| 9 | -$22.1K | |
| 10 | -$30.8K | |
| 11 | -$53.3K | |
| 12 | -$595.4K | |
| 13 | -$628.1K |