Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | ZAZOVE ASSOCIATES LLC | $828.0K |
| 2 | Pacific Point Advisors, LLC | $132.5K |
| 3 | CWA Asset Management Group, LLC | $128.8K |
| 4 | LVZ, Inc. | $81.4K |
| 5 | PFG Investments, LLC | $48.5K |
| 6 | Blue Trust, Inc. | $13.3K |
| 7 | Farther Finance Advisors, LLC | $7.7K |
| 8 | ST GERMAIN D J CO INC | $5.5K |
| 9 | SBI Securities Co., Ltd. | $4.3K |
| 10 | AdvisorNet Financial, Inc | $966 |
| 11 | SIGNATUREFD, LLC | $839 |
| 12 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $40 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$3.4K | |
| 2 | +$2.6K | |
| 3 | -$12 | |
| 4 | -$249 | |
| 5 | -$287 | |
| 6 | -$358 | |
| 7 | -$1.1K | |
| 8 | -$1.2K | |
| 9 | -$1.6K | |
| 10 | -$14.1K | |
| 11 | -$24.2K | |
| 12 | -$35.8K | |
| 13 | -$39.4K | |
| 14 | -$1.6M | |
| 15 | -$10.1M |