Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Gradient Investments LLC | $8.2M |
| 2 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6.9M |
| 3 | MADDEN SECURITIES Corp | $4.9M |
| 4 | RFG Advisory, LLC | $3.2M |
| 5 | PVG ASSET MANAGEMENT CORP | $615.4K |
| 6 | D.A. DAVIDSON & CO. | $501.8K |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $294.7K |
| 8 | Apollon Wealth Management, LLC | $270.1K |
| 9 | WORLD EQUITY GROUP, INC. | $215.7K |
| 10 | CoreCap Advisors, LLC | $39.3K |
| 11 | IFP Advisors, Inc | $37.4K |
| 12 | Farther Finance Advisors, LLC | $22.0K |
| 13 | SBI Securities Co., Ltd. | $17.6K |
| 14 | SALEM INVESTMENT COUNSELORS INC | $16.0K |
| 15 | Financial Management Professionals, Inc. | $10.1K |
| 16 | DHJJ Financial Advisors, Ltd. | $50 |
| 17 | TSFG, LLC | $15 |
| 18 | Roble, Belko & Company, Inc | $11 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$736.1K | |
| 2 | +$501.8K | |
| 3 | +$484.5K | |
| 4 | +$358.5K | |
| 5 | +$294.7K | |
| 6 | +$270.1K | |
| 7 | +$141.0K | |
| 8 | +$58.0K | |
| 9 | +$19.7K | |
| 10 | +$13.6K | |
| 11 | +$8.9K | |
| 12 | +$8.8K | |
| 13 | +$1.5K | |
| 14 | +$1.1K | |
| 15 | +$15 | |
| 16 | +$6 | |
| 17 | +$2 | |
| 18 | -$5.9K |