Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | DOLIVER ADVISORS, LP | $465.6K |
| 2 | PFG Investments, LLC | $448.4K |
| 3 | SANDERS MORRIS HARRIS LLC | $117.4K |
| 4 | Significant Wealth Partners LLC | $85.3K |
| 5 | HIGHLINE WEALTH PARTNERS LLC | $29.8K |
| 6 | Crewe Advisors LLC | $8.7K |
| 7 | Key FInancial Inc | $4.2K |
| 8 | Aventura Private Wealth, LLC | $4.0K |
| 9 | State of Alaska, Department of Revenue | $9 |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$373.5K | |
| 2 | +$117.4K | |
| 3 | +$29.8K | |
| 4 | +$660 | |
| 5 | -$1 | |
| 6 | -$373 | |
| 7 | -$395 | |
| 8 | -$7.0K | |
| 9 | -$239.2K |