Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Prospera Financial Services Inc | $11.3M |
| 2 | DAVENPORT & Co LLC | $1.1M |
| 3 | EWA, LLC | $488.7K |
| 4 | GAMMA Investing LLC | $302.3K |
| 5 | MONEYWISE, INC. | $301.1K |
| 6 | Bison Wealth, LLC | $208.0K |
| 7 | LANARK FINANCIAL, INC. | $54.4K |
| 8 | EVOLUTION WEALTH MANAGEMENT INC. | $47.5K |
| 9 | Golden State Wealth Management, LLC | $14.8K |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $8.5K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$488.7K | |
| 2 | +$120.2K | |
| 3 | +$17.3K | |
| 4 | +$17.2K | |
| 5 | +$8.9K | |
| 6 | +$8.5K | |
| 7 | +$3.5K | |
| 8 | +$3.1K | |
| 9 | +$845 | |
| 10 | -$356.1K |