Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Holcombe Financial, Inc. | $4.3M |
| 2 | FSA Investment Group, LLC | $1.3M |
| 3 | Catawba River Capital | $1.1M |
| 4 | B. Riley Wealth Advisors, Inc. | $599.3K |
| 5 | PFG Advisors | $366.1K |
| 6 | Cambridge Advisors Inc. | $267.9K |
| 7 | Bright Futures Wealth Management, LLC. | $214.1K |
| 8 | Reyes Financial Architecture, Inc. | $52.7K |
| 9 | HARBOR INVESTMENT ADVISORY, LLC | $26.0K |
| 10 | Farther Finance Advisors, LLC | $24.1K |
| 11 | Triumph Capital Management | $14.8K |
| 12 | Decker Retirement Planning Inc. | $3.8K |
| 13 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2.1K |
| 14 | DHJJ Financial Advisors, Ltd. | $44 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$319.1K | |
| 2 | +$214.1K | |
| 3 | +$62.1K | |
| 4 | +$52.7K | |
| 5 | +$3.8K | |
| 6 | -$3 | |
| 7 | -$140 | |
| 8 | -$740 | |
| 9 | -$982 | |
| 10 | -$1.7K | |
| 11 | -$4.8K | |
| 12 | -$17.9K | |
| 13 | -$27.7K | |
| 14 | -$181.0K | |
| 15 | -$299.3K | |
| 16 | -$308.2K | |
| 17 | -$597.6K | |
| 18 | -$8.4M |