Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $4.9M |
| 2 | TrueMark Investments, LLC | $2.0M |
| 3 | DOLIVER ADVISORS, LP | $1.2M |
| 4 | VISIONARY HORIZONS, LLC | $366.4K |
| 5 | EVERGREEN CAPITAL MANAGEMENT LLC | $253.2K |
| 6 | Gilman Hill Asset Management, LLC | $208.8K |
| 7 | UHLMANN PRICE SECURITIES, LLC | $175.9K |
| 8 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $168.8K |
| 9 | Harbour Capital Advisors, LLC | $143.2K |
| 10 | MELFA WEALTH MANAGEMENT, INC. | $140.9K |
| 11 | Farther Finance Advisors, LLC | $101.9K |
| 12 | Winter & Associates, Inc. | $99.4K |
| 13 | SHRIER WEALTH MANAGEMENT, LLC | $94.8K |
| 14 | Abel Hall, LLC | $83.5K |
| 15 | LRI Investments, LLC | $41.8K |
| 16 | JNBA Financial Advisors | $29.1K |
| 17 | Noble Wealth Management PBC | $12.5K |
| 18 | Investors Research Corp | $11.1K |
| 19 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.2K |
| 20 | SOA Wealth Advisors, LLC. | $2.7K |
| 21 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $1.0K |
| 22 | JFS WEALTH ADVISORS, LLC | $610 |
| 23 | SIGNATUREFD, LLC | $543 |
| 24 | CoreCap Advisors, LLC | $418 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$168.9K | |
| 3 | +$99.6K | |
| 4 | +$53.7K | |
| 5 | +$41.8K | |
| 6 | +$1.0K | |
| 7 | +$910 | |
| 8 | +$750 | |
| 9 | +$705 | |
| 10 | +$610 | |
| 11 | +$606 | |
| 12 | +$506 | |
| 13 | +$300 | |
| 14 | +$262 | |
| 15 | +$105 | |
| 16 | +$45 | |
| 17 | +$40 | |
| 18 | +$15 | |
| 19 | +$10 | |
| 20 | +$2 | |
| 21 | +$2 | |
| 22 | -$4.2K | |
| 23 | -$9.4K | |
| 24 | -$14.5K | |
| 25 | -$233.8K |