Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | MEITAV INVESTMENT HOUSE LTD | $1.4M |
| 2 | LAVELLE CAPITAL LP | $1.3M |
| 3 | COTTONWOOD CAPITAL ADVISORS, LLC | $370.0K |
| 4 | Stablepoint Partners, LLC | $274.9K |
| 5 | Activest Wealth Management | $73.6K |
| 6 | CoreCap Advisors, LLC | $17.2K |
| 7 | Harbor Asset Planning, Inc. | $13.5K |
| 8 | LRI Investments, LLC | $7.3K |
| 9 | IFP Advisors, Inc | $3.5K |
| 10 | FINANCIAL CONSULATE, INC | $3.4K |
| 11 | TOTH FINANCIAL ADVISORY CORP | $1.7K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$1.3M | |
| 3 | +$73.6K | |
| 4 | +$44.0K | |
| 5 | +$33.1K | |
| 6 | +$2.1K | |
| 7 | +$1.6K | |
| 8 | +$879 | |
| 9 | +$415 | |
| 10 | +$208 | |
| 11 | -$18.5K |