Snapshot holdings26 / 26 loaded
| # | ||
|---|---|---|
| 1 | Pine Valley Investments Ltd Liability Co | $2.9M |
| 2 | Holcombe Financial, Inc. | $2.6M |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M |
| 4 | SPWM Advisors LLC | $1.5M |
| 5 | 180 WEALTH ADVISORS, LLC | $1.3M |
| 6 | PARSONS CAPITAL MANAGEMENT INC/RI | $1.0M |
| 7 | DAVENPORT & Co LLC | $550.9K |
| 8 | Allied Private Wealth LLC | $469.9K |
| 9 | AdvisorNet Financial, Inc | $432.2K |
| 10 | PFG Investments, LLC | $420.4K |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $354.7K |
| 12 | Financial Enhancement Group LLC | $217.5K |
| 13 | Prospera Financial Services Inc | $216.9K |
| 14 | Crewe Advisors LLC | $154.1K |
| 15 | B. Riley Wealth Advisors, Inc. | $139.8K |
| 16 | B. Riley Wealth Advisors, Inc. | $139.8K |
| 17 | IFP Advisors, Inc | $62.8K |
| 18 | EverSource Wealth Advisors, LLC | $60.7K |
| 19 | Beaird Harris Wealth Management, LLC | $39.1K |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $25.4K |
| 21 | Atlatl Advisers LLC | $17.6K |
| 22 | CoreCap Advisors, LLC | $13.5K |
| 23 | Farther Finance Advisors, LLC | $10.8K |
| 24 | SALEM INVESTMENT COUNSELORS INC | $7.5K |
| 25 | Ameliora Wealth Management Ltd. | $7.2K |
| 26 | Bogart Wealth, LLC | $1.1K |
Manager changes2026-06-30 vs 2026-03-3130 / 30 loaded
| # | ||
|---|---|---|
| 1 | +$191.8K | |
| 2 | +$154.1K | |
| 3 | +$102.5K | |
| 4 | +$60.7K | |
| 5 | +$44.8K | |
| 6 | +$17.6K | |
| 7 | +$11.4K | |
| 8 | +$7.2K | |
| 9 | +$7.0K | |
| 10 | -$198 | |
| 11 | -$1.3K | |
| 12 | -$2.4K | |
| 13 | -$6.3K | |
| 14 | -$7.0K | |
| 15 | -$12.3K | |
| 16 | -$35.6K | |
| 17 | -$38.9K | |
| 18 | -$48.4K | |
| 19 | -$64.6K | |
| 20 | -$66.2K | |
| 21 | -$129.9K | |
| 22 | -$145.3K | |
| 23 | -$200.2K | |
| 24 | -$206.8K | |
| 25 | -$216.9K | |
| 26 | -$278.8K | |
| 27 | -$324.2K | |
| 28 | -$457.9K | |
| 29 | -$505.2K | |
| 30 | -$965.2K |