Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $2.2M |
| 2 | Dynamic Advisor Solutions LLC | $182.2K |
| 3 | MELFA WEALTH MANAGEMENT, INC. | $106.5K |
| 4 | CoreCap Advisors, LLC | $31.7K |
| 5 | Fortis Group Advisors, LLC | $30.5K |
| 6 | American Financial Advisors, LLC | $28.3K |
| 7 | LANARK FINANCIAL, INC. | $10.2K |
| 8 | HIGHLINE WEALTH PARTNERS LLC | $2.0K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$9.7K | |
| 3 | -$64 | |
| 4 | -$329 | |
| 5 | -$914 | |
| 6 | -$983 | |
| 7 | -$1.0K | |
| 8 | -$3.4K | |
| 9 | -$3.8K |