Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | DOLIVER ADVISORS, LP | $1.8M |
| 2 | PARSONS CAPITAL MANAGEMENT INC/RI | $667.8K |
| 3 | GREENWOOD GEARHART LLC | $337.7K |
| 4 | Marquette Asset Management, LLC | $192.6K |
| 5 | CARY STREET PARTNERS FINANCIAL LLC | $159.9K |
| 6 | AlphaCentric Advisors LLC | $147.2K |
| 7 | Roxbury Financial LLC | $128.1K |
| 8 | HM PAYSON & CO | $64.2K |
| 9 | Spire Wealth Management | $58.3K |
| 10 | High Note Wealth, LLC | $49.4K |
| 11 | Crews Bank & Trust | $28.0K |
| 12 | Farther Finance Advisors, LLC | $14.1K |
| 13 | SBI Securities Co., Ltd. | $4.6K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$86.0K | |
| 2 | +$78.4K | |
| 3 | +$19.3K | |
| 4 | +$8.4K | |
| 5 | +$7.0K | |
| 6 | +$6.5K | |
| 7 | +$2.8K | |
| 8 | +$2.5K | |
| 9 | +$2.2K | |
| 10 | +$1.2K | |
| 11 | +$429 | |
| 12 | +$174 | |
| 13 | -$113.6K |