Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | D.A. DAVIDSON & CO. | $1.6M |
| 2 | Prospera Financial Services Inc | $1.5M |
| 3 | BARRETT & COMPANY, INC. | $770.5K |
| 4 | RFG Advisory, LLC | $724.6K |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $337.0K |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $294.3K |
| 7 | Apollon Wealth Management, LLC | $283.5K |
| 8 | XML Financial, LLC | $283.3K |
| 9 | IFP Advisors, Inc | $197.4K |
| 10 | CoreCap Advisors, LLC | $8.6K |
| 11 | AdvisorNet Financial, Inc | $7.7K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$363.3K | |
| 2 | +$337.0K | |
| 3 | +$8.6K | |
| 4 | +$43 | |
| 5 | -$8 | |
| 6 | -$19 | |
| 7 | -$209 | |
| 8 | -$300 | |
| 9 | -$300 | |
| 10 | -$3.4K | |
| 11 | -$47.8K | |
| 12 | -$85.3K |