Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Holcombe Financial, Inc. | $6.6M |
| 2 | FIRST FINANCIAL CORP /IN/ | $3.6M |
| 3 | Farther Finance Advisors, LLC | $1.5M |
| 4 | First Heartland Consultants, Inc. | $1.1M |
| 5 | UHLMANN PRICE SECURITIES, LLC | $593.0K |
| 6 | Gilbert Capital Group, Inc. | $557.6K |
| 7 | Essex Bank | $553.0K |
| 8 | RVW Wealth, LLC | $548.6K |
| 9 | Clark Asset Management, LLC | $370.1K |
| 10 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $332.2K |
| 11 | Live Oak Private Wealth LLC | $306.1K |
| 12 | Charter Capital Management, LLC\DE | $305.7K |
| 13 | Painted Porch Advisors LLC | $200.1K |
| 14 | LANARK FINANCIAL, INC. | $177.6K |
| 15 | GGM Financial LLC | $82.5K |
| 16 | SJS Investment Consulting Inc. | $65.1K |
| 17 | Harbor Asset Planning, Inc. | $20.1K |
| 18 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $11.9K |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$811.3K | |
| 2 | +$593.0K | |
| 3 | +$393.3K | |
| 4 | +$301.9K | |
| 5 | +$200.1K | |
| 6 | +$97.0K | |
| 7 | +$63.5K | |
| 8 | +$46.3K | |
| 9 | +$30.9K | |
| 10 | +$30.5K | |
| 11 | +$25.6K | |
| 12 | +$25.6K | |
| 13 | +$6.9K | |
| 14 | +$5.4K | |
| 15 | +$2.0K | |
| 16 | +$2.0K | |
| 17 | -$10.2K | |
| 18 | -$275.8K | |
| 19 | -$284.1K | |
| 20 | -$464.2K |