Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $2.9M |
| 2 | ABSOLUTE INVESTMENT ADVISERS, LLC | $772.8K |
| 3 | UHLMANN PRICE SECURITIES, LLC | $259.1K |
| 4 | DECISION INVESTMENTS, INC | $215.6K |
| 5 | XML Financial, LLC | $144.2K |
| 6 | CoreCap Advisors, LLC | $16.7K |
| 7 | EASTERN BANK | $3.7K |
| 8 | HIGHLINE WEALTH PARTNERS LLC | $3.1K |
| 9 | Cape Investment Advisory, Inc. | $3.0K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$1.0M | |
| 2 | +$772.8K | |
| 3 | +$57.8K | |
| 4 | +$41.2K | |
| 5 | +$29.5K | |
| 6 | +$16.7K | |
| 7 | +$3.0K | |
| 8 | +$760 | |
| 9 | -$2.3K |