Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | ABSOLUTE INVESTMENT ADVISERS, LLC | $335.7K |
| 2 | MELFA WEALTH MANAGEMENT, INC. | $334.3K |
| 3 | LANARK FINANCIAL, INC. | $241.4K |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $201.0K |
| 5 | SeaCrest Wealth Management, LLC | $179.7K |
| 6 | Tactive Advisors, LLC | $116.1K |
| 7 | Gilman Hill Asset Management, LLC | $109.4K |
| 8 | Merit Financial Group, LLC | $104.2K |
| 9 | Live Oak Private Wealth LLC | $96.0K |
| 10 | UHLMANN PRICE SECURITIES, LLC | $95.8K |
| 11 | BENJAMIN EDWARDS INC | $79.2K |
| 12 | EASTERN BANK | $43.8K |
| 13 | Noble Wealth Management PBC | $40.6K |
| 14 | CoreCap Advisors, LLC | $6.6K |
| 15 | HIGHLINE WEALTH PARTNERS LLC | $2.7K |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$164.7K | |
| 2 | +$118.5K | |
| 3 | +$29.5K | |
| 4 | +$17.5K | |
| 5 | +$1.6K | |
| 6 | +$147 | |
| 7 | -$25 | |
| 8 | -$60 | |
| 9 | -$89 | |
| 10 | -$400 | |
| 11 | -$878 | |
| 12 | -$1.0K | |
| 13 | -$3.2K | |
| 14 | -$5.6K | |
| 15 | -$263.9K |