Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | PFS Partners, LLC | $1.4M |
| 2 | DHJJ Financial Advisors, Ltd. | $449.3K |
| 3 | CoreCap Advisors, LLC | $311.7K |
| 4 | Cypress Wealth Services, LLC | $202.1K |
| 5 | Diligent Investors, LLC | $200.7K |
| 6 | IFP Advisors, Inc | $158.9K |
| 7 | LANARK FINANCIAL, INC. | $99.4K |
| 8 | AdvisorNet Financial, Inc | $23.4K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$374.9K | |
| 2 | +$311.7K | |
| 3 | +$277.0K | |
| 4 | +$202.1K | |
| 5 | +$200.7K | |
| 6 | +$158.2K | |
| 7 | +$59.8K | |
| 8 | +$23.4K | |
| 9 | -$383.8K |