Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $2.4M |
| 2 | Brookstone Capital Management | $716.9K |
| 3 | PMG Family Office LLC | $638.7K |
| 4 | Farther Finance Advisors, LLC | $79.1K |
| 5 | LANARK FINANCIAL, INC. | $61.8K |
| 6 | CoreCap Advisors, LLC | $58.4K |
| 7 | Golden State Wealth Management, LLC | $773 |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$173.3K | |
| 2 | +$129.2K | |
| 3 | +$79.1K | |
| 4 | +$11.4K | |
| 5 | +$10.7K | |
| 6 | +$899 | |
| 7 | +$153 | |
| 8 | -$2.8K |