Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | BLVD Private Wealth, LLC | $2.2M |
| 2 | FIFTH THIRD SECURITIES, INC. | $617.6K |
| 3 | Merit Financial Group, LLC | $543.5K |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $312.0K |
| 5 | Pettinga Financial Advisors LLC | $268.6K |
| 6 | Gilman Hill Asset Management, LLC | $249.5K |
| 7 | IFP Advisors, Inc | $109.3K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$2.2M | |
| 2 | +$617.6K | |
| 3 | +$543.5K | |
| 4 | +$312.0K | |
| 5 | +$268.6K | |
| 6 | +$249.5K | |
| 7 | +$109.3K |