Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $5.4M |
| 2 | Shaker Financial Services, LLC | $2.3M |
| 3 | Arlington Capital Management, Inc. | $901.9K |
| 4 | Sowell Financial Services LLC | $613.2K |
| 5 | SeaCrest Wealth Management, LLC | $529.2K |
| 6 | Oxinas Partners, LLC | $323.5K |
| 7 | Merit Financial Group, LLC | $298.5K |
| 8 | MELFA WEALTH MANAGEMENT, INC. | $177.0K |
| 9 | Apollon Wealth Management, LLC | $165.9K |
| 10 | Camelot Portfolios, LLC | $120.7K |
| 11 | CoreCap Advisors, LLC | $118.2K |
| 12 | LANARK FINANCIAL, INC. | $111.0K |
| 13 | Uncommon Cents Investing LLC | $98.5K |
| 14 | E&G Advisors, LLC | $82.3K |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $81.1K |
| 16 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $72.8K |
| 17 | Tactive Advisors, LLC | $71.5K |
| 18 | Encompass More Asset Management | $60.8K |
| 19 | PFG Investments, LLC | $53.6K |
| 20 | LGT Financial Advisors LLC | $49.2K |
| 21 | Spire Wealth Management | $44.8K |
| 22 | HIGHLINE WEALTH PARTNERS LLC | $11.3K |
| 23 | HARBOR INVESTMENT ADVISORY, LLC | $9.8K |
| 24 | Physician Wealth Advisors, Inc. | $9.8K |
| 25 | Aventura Private Wealth, LLC | $9.3K |
| 26 | HM PAYSON & CO | $4.9K |
| 27 | PARK AVENUE SECURITIES LLC | $242 |
Manager changes2026-06-30 vs 2026-03-3131 / 31 loaded
| # | ||
|---|---|---|
| 1 | +$630.4K | |
| 2 | +$514.8K | |
| 3 | +$92.8K | |
| 4 | +$76.2K | |
| 5 | +$23.6K | |
| 6 | +$14.3K | |
| 7 | +$10.9K | |
| 8 | +$9.8K | |
| 9 | +$7.4K | |
| 10 | +$5.0K | |
| 11 | +$3.4K | |
| 12 | +$2.6K | |
| 13 | +$2.4K | |
| 14 | +$2.1K | |
| 15 | +$1.7K | |
| 16 | +$1.6K | |
| 17 | +$1.5K | |
| 18 | +$946 | |
| 19 | +$218 | |
| 20 | +$190 | |
| 21 | +$178 | |
| 22 | +$95 | |
| 23 | +$11 | |
| 24 | -$146 | |
| 25 | -$10.8K | |
| 26 | -$27.2K | |
| 27 | -$43.8K | |
| 28 | -$61.5K | |
| 29 | -$70.7K | |
| 30 | -$72.5K | |
| 31 | -$5.3M |