Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Dynamic Advisor Solutions LLC | $291.2K |
| 2 | Fortitude Advisory Group L.L.C. | $258.6K |
| 3 | DECISION INVESTMENTS, INC | $256.3K |
| 4 | PVG ASSET MANAGEMENT CORP | $75.7K |
| 5 | BENJAMIN EDWARDS INC | $68.8K |
| 6 | TrueMark Investments, LLC | $62.7K |
| 7 | CHAPIN DAVIS, INC. | $37.5K |
| 8 | Farther Finance Advisors, LLC | $31.6K |
| 9 | TMB Capital Partners, LLC | $28.7K |
| 10 | EASTERN BANK | $918 |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$26.3K | |
| 2 | +$11.9K | |
| 3 | -$23 | |
| 4 | -$700 | |
| 5 | -$913 | |
| 6 | -$1.1K | |
| 7 | -$3.6K | |
| 8 | -$4.6K | |
| 9 | -$6.3K | |
| 10 | -$6.8K | |
| 11 | -$115.5K |