Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | JP Wealth Management, Inc. | $28.2M |
| 2 | B. Riley Wealth Advisors, Inc. | $7.2M |
| 3 | Shaker Financial Services, LLC | $5.3M |
| 4 | FLAGSHIP HARBOR ADVISORS, LLC | $3.8M |
| 5 | SRH ADVISORS, LLC | $3.0M |
| 6 | UHLMANN PRICE SECURITIES, LLC | $2.0M |
| 7 | D.A. DAVIDSON & CO. | $1.5M |
| 8 | GRACE & WHITE INC /NY | $654.4K |
| 9 | WestHill Financial Advisors, Inc. | $289.4K |
| 10 | INTEGRATED CAPITAL MANAGEMENT, INC. | $265.9K |
| 11 | GREENWOOD GEARHART LLC | $252.9K |
| 12 | DECISION INVESTMENTS, INC | $208.4K |
| 13 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $205.8K |
| 14 | Sage Capital Management, LLC | $201.7K |
| 15 | Camelot Portfolios, LLC | $194.2K |
| 16 | Carnegie Lake Advisors LLC | $192.3K |
| 17 | LANARK FINANCIAL, INC. | $151.1K |
| 18 | FINANCIAL CONSULATE, INC | $107.9K |
| 19 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $43.9K |
| 20 | AdvisorNet Financial, Inc | $8.9K |
| 21 | Lodestone Wealth Management LLC | $3.6K |
| 22 | NorthAvenue LLC | $3.3K |
| 23 | PARK AVENUE SECURITIES LLC | $1.7K |
| 24 | Farther Finance Advisors, LLC | $322 |
| 25 | Stolper Co | $315 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$1.6M | |
| 2 | +$475.9K | |
| 3 | +$448.1K | |
| 4 | +$428.0K | |
| 5 | +$290.4K | |
| 6 | +$201.7K | |
| 7 | +$68.0K | |
| 8 | +$29.2K | |
| 9 | +$12.9K | |
| 10 | +$11.3K | |
| 11 | +$9.2K | |
| 12 | +$8.7K | |
| 13 | +$8.6K | |
| 14 | +$7.6K | |
| 15 | +$6.4K | |
| 16 | +$6.0K | |
| 17 | +$3.7K | |
| 18 | +$400 | |
| 19 | +$160 | |
| 20 | +$147 | |
| 21 | +$67 | |
| 22 | +$14 | |
| 23 | +$11 | |
| 24 | $0 | |
| 25 | -$19.8K | |
| 26 | -$280.3K |