Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | COTTONWOOD CAPITAL ADVISORS, LLC | $1.5M |
| 2 | Farther Finance Advisors, LLC | $762.6K |
| 3 | Sequoia Financial Advisors, LLC | $558.4K |
| 4 | Elser Financial Planning, Inc | $553.3K |
| 5 | Ballew Advisors, Inc | $253.0K |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $214.8K |
| 7 | IFP Advisors, Inc | $100.5K |
| 8 | CoreCap Advisors, LLC | $91.2K |
| 9 | ATWOOD & PALMER INC | $37.7K |
| 10 | Piscataqua Savings Bank | $32.2K |
| 11 | SIGNATUREFD, LLC | $27.7K |
| 12 | LANARK FINANCIAL, INC. | $22.8K |
| 13 | GAMMA Investing LLC | $18.6K |
| 14 | Mascoma Wealth Management LLC | $12.2K |
| 15 | Nova Wealth Management, Inc. | $5.9K |
| 16 | Quest 10 Wealth Builders, Inc. | $4.4K |
| 17 | BROADWATER CAPITAL MANAGEMENT LLC | $3.3K |
| 18 | DHJJ Financial Advisors, Ltd. | $346 |
| 19 | HHM Wealth Advisors, LLC | $346 |
| 20 | CX Institutional | $50 |
| 21 | Realta Investment Advisors | $35 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$108.8K | |
| 2 | +$51.6K | |
| 3 | +$48.1K | |
| 4 | +$41.5K | |
| 5 | +$14.2K | |
| 6 | +$9.3K | |
| 7 | +$2.8K | |
| 8 | +$2.4K | |
| 9 | +$2.1K | |
| 10 | +$1.7K | |
| 11 | +$1.4K | |
| 12 | +$1.3K | |
| 13 | +$911 | |
| 14 | +$437 | |
| 15 | +$346 | |
| 16 | +$330 | |
| 17 | +$38 | |
| 18 | +$25 | |
| 19 | +$2 | |
| 20 | -$524 | |
| 21 | -$3.7K | |
| 22 | -$27.2K | |
| 23 | -$109.5K |