Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $9.0M |
| 2 | LANARK FINANCIAL, INC. | $359.2K |
| 3 | Sowell Financial Services LLC | $241.6K |
| 4 | TrueMark Investments, LLC | $233.7K |
| 5 | LEAVELL INVESTMENT MANAGEMENT, INC. | $226.3K |
| 6 | Live Oak Private Wealth LLC | $206.5K |
| 7 | PMG Family Office LLC | $136.5K |
| 8 | EASTERN BANK | $10.1K |
| 9 | HIGHLINE WEALTH PARTNERS LLC | $2.8K |
| 10 | FIRST HORIZON CORP | $1.4K |
| 11 | Indiana Trust & Investment Management Co | $350 |
| 12 | Aspect Partners, LLC | $135 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$3.8M | |
| 2 | +$226.3K | |
| 3 | +$136.5K | |
| 4 | +$130.0K | |
| 5 | +$10.7K | |
| 6 | +$1.4K | |
| 7 | +$135 | |
| 8 | -$8 | |
| 9 | -$60 | |
| 10 | -$217 | |
| 11 | -$4.4K | |
| 12 | -$5.2K | |
| 13 | -$10.2K |