Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $2.4M |
| 2 | RIVERBRIDGE PARTNERS LLC | $2.0M |
| 3 | Noble Wealth Management PBC | $1.2M |
| 4 | PETRA FINANCIAL ADVISORS INC | $1.2M |
| 5 | Rareview Capital LLC | $909.0K |
| 6 | ACCESS FINANCIAL SERVICES, INC. | $546.3K |
| 7 | Walker Asset Management, LLC | $511.3K |
| 8 | B. Riley Wealth Advisors, Inc. | $428.6K |
| 9 | INTEGRATED CAPITAL MANAGEMENT, INC. | $421.5K |
| 10 | D.A. DAVIDSON & CO. | $389.1K |
| 11 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $325.8K |
| 12 | BRANDYWINE OAK PRIVATE WEALTH LLC | $291.1K |
| 13 | MELFA WEALTH MANAGEMENT, INC. | $243.2K |
| 14 | NWAM LLC | $182.4K |
| 15 | TRUST CO OF TOLEDO NA /OH/ | $52.1K |
| 16 | Farther Finance Advisors, LLC | $50.9K |
| 17 | Fortis Group Advisors, LLC | $16.2K |
| 18 | IFP Advisors, Inc | $16.2K |
| 19 | Allied Private Wealth LLC | $12.5K |
| 20 | Kentucky Trust Co | $12.0K |
| 21 | LANARK FINANCIAL, INC. | $11.8K |
| 22 | CoreCap Advisors, LLC | $4.9K |
| 23 | PARK AVENUE SECURITIES LLC | $1.9K |
| 24 | Community Financial Services Group, LLC | $1.2K |
| 25 | JFS WEALTH ADVISORS, LLC | $922 |
| 26 | Farmers & Merchants Trust Co of Chambersburg PA | $208 |
Manager changes2026-06-30 vs 2026-03-3132 / 32 loaded
| # | ||
|---|---|---|
| 1 | +$54.0K | |
| 2 | +$53.4K | |
| 3 | +$31.4K | |
| 4 | +$6.5K | |
| 5 | +$4.2K | |
| 6 | +$922 | |
| 7 | +$213 | |
| 8 | +$39 | |
| 9 | $0 | |
| 10 | $0 | |
| 11 | $0 | |
| 12 | $0 | |
| 13 | $0 | |
| 14 | $0 | |
| 15 | $0 | |
| 16 | $0 | |
| 17 | -$4 | |
| 18 | -$13 | |
| 19 | -$339 | |
| 20 | -$2.7K | |
| 21 | -$4.0K | |
| 22 | -$6.5K | |
| 23 | -$43.6K | |
| 24 | -$48.5K | |
| 25 | -$50.4K | |
| 26 | -$77.6K | |
| 27 | -$100.7K | |
| 28 | -$166.1K | |
| 29 | -$170.8K | |
| 30 | -$205.9K | |
| 31 | -$328.8K | |
| 32 | -$332.9K |