Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $5.3M |
| 2 | Key FInancial Inc | $868.4K |
| 3 | Wedmont Private Capital | $600.3K |
| 4 | IFP Advisors, Inc | $594.7K |
| 5 | Clark Asset Management, LLC | $320.2K |
| 6 | Bill Few Associates, Inc. | $253.0K |
| 7 | J.W. COLE ADVISORS, INC. | $247.0K |
| 8 | COOKSON PEIRCE & CO INC | $224.9K |
| 9 | BCS Wealth Management | $218.8K |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $142.4K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$600.3K | |
| 2 | +$320.2K | |
| 3 | +$253.0K | |
| 4 | +$247.0K | |
| 5 | +$218.8K | |
| 6 | +$142.4K | |
| 7 | +$101.0K | |
| 8 | +$16.9K | |
| 9 | +$2.6K | |
| 10 | -$319.8K |