Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Systelligence, LLC | $3.8M |
| 2 | Ocean Park Asset Management, LLC | $3.2M |
| 3 | Urban Wealth Management, LLC | $1.9M |
| 4 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $1.1M |
| 5 | Bill Few Associates, Inc. | $727.9K |
| 6 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $358.7K |
| 7 | Prism Advisors, Inc. | $322.4K |
| 8 | J.W. COLE ADVISORS, INC. | $249.8K |
| 9 | Prospera Financial Services Inc | $242.7K |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $24.9K |
| 11 | Hickory Point Bank & Trust | $20.7K |
| 12 | Bank & Trust Co | $3.2K |
| 13 | Triumph Capital Management | $2.2K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$3.2M | |
| 2 | +$1.9M | |
| 3 | +$854.7K | |
| 4 | +$56.0K | |
| 5 | +$34.1K | |
| 6 | +$2.4K | |
| 7 | +$265 | |
| 8 | -$35 | |
| 9 | -$210 | |
| 10 | -$229 | |
| 11 | -$384 | |
| 12 | -$2.8K | |
| 13 | -$12.4K | |
| 14 | -$28.0K | |
| 15 | -$1.0M | |
| 16 | -$1.1M | |
| 17 | -$4.9M |