Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Professional Financial Management, Inc. | $8.3M |
| 2 | Farther Finance Advisors, LLC | $404.8K |
| 3 | Fermata Advisors, LLC | $396.0K |
| 4 | Dynamic Advisor Solutions LLC | $344.5K |
| 5 | Southland Equity Partners LLC | $323.8K |
| 6 | AdvisorNet Financial, Inc | $36.3K |
| 7 | LANARK FINANCIAL, INC. | $21.3K |
| 8 | Triumph Capital Management | $3.2K |
| 9 | Noble Wealth Management PBC | $117 |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$396.0K | |
| 2 | +$379.9K | |
| 3 | +$344.5K | |
| 4 | +$121.1K | |
| 5 | -$12 | |
| 6 | -$324 | |
| 7 | -$2.2K | |
| 8 | -$3.7K | |
| 9 | -$310.0K | |
| 10 | -$344.7K | |
| 11 | -$1.8M |