Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | TOTH FINANCIAL ADVISORY CORP | $2.4M |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $463.2K |
| 3 | LAZARI CAPITAL MANAGEMENT, INC. | $300.4K |
| 4 | B. Riley Wealth Advisors, Inc. | $202.3K |
| 5 | Parisi Gray Wealth Management | $201.6K |
| 6 | HARBOR INVESTMENT ADVISORY, LLC | $179.7K |
| 7 | Strategic Investment Solutions, Inc. /IL | $102.7K |
| 8 | Farther Finance Advisors, LLC | $64.2K |
| 9 | Spire Wealth Management | $54.3K |
| 10 | Main Street Group, LTD | $51.3K |
| 11 | Hartford Financial Management Inc. | $35.9K |
| 12 | Steigerwald, Gordon & Koch Inc. | $25.7K |
| 13 | VIMA LLC | $19.3K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$340.4K | |
| 2 | +$202.3K | |
| 3 | +$201.6K | |
| 4 | +$65.8K | |
| 5 | +$42.7K | |
| 6 | +$25.5K | |
| 7 | +$14.6K | |
| 8 | +$9.1K | |
| 9 | +$7.3K | |
| 10 | +$5.1K | |
| 11 | +$3.6K | |
| 12 | +$2.6K |