Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Context Capital Management, LLC | $91.6M |
| 2 | RATIONAL ADVISORS, INC. | $8.8M |
| 3 | LAFFER TENGLER INVESTMENTS, INC. | $4.2M |
| 4 | Palouse Capital Management, Inc. | $2.0M |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.0M |
| 6 | ZAZOVE ASSOCIATES LLC | $631.0K |
| 7 | BENJAMIN EDWARDS INC | $476.5K |
| 8 | Envestnet Portfolio Solutions, Inc. | $309.4K |
| 9 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $290.1K |
| 10 | SteelPeak Wealth, LLC | $254.4K |
| 11 | TOTH FINANCIAL ADVISORY CORP | $40.7K |
| 12 | LANARK FINANCIAL, INC. | $25.3K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$91.6M | |
| 2 | +$8.8M | |
| 3 | +$4.2M | |
| 4 | +$2.0M | |
| 5 | +$2.0M | |
| 6 | +$631.0K | |
| 7 | +$476.5K | |
| 8 | +$309.4K | |
| 9 | +$290.1K | |
| 10 | +$254.4K | |
| 11 | +$40.7K | |
| 12 | +$25.3K |