Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $3.1M |
| 2 | J.W. COLE ADVISORS, INC. | $1.5M |
| 3 | ABSOLUTE INVESTMENT ADVISERS, LLC | $405.9K |
| 4 | SeaCrest Wealth Management, LLC | $178.7K |
| 5 | Tactive Advisors, LLC | $109.0K |
| 6 | ECLECTIC ASSOCIATES INC /ADV | $71.0K |
| 7 | Merit Financial Group, LLC | $69.9K |
| 8 | CoreCap Advisors, LLC | $47.7K |
| 9 | Noble Wealth Management PBC | $17.9K |
| 10 | HIGHLINE WEALTH PARTNERS LLC | $4.8K |
| 11 | Hunter Perkins Capital Management, LLC | $102 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$1.5M | |
| 2 | +$823.9K | |
| 3 | +$178.7K | |
| 4 | +$47.7K | |
| 5 | +$4.1K | |
| 6 | +$4.0K | |
| 7 | +$714 | |
| 8 | +$180 | |
| 9 | +$48 | |
| 10 | +$33 | |
| 11 | -$4.5K | |
| 12 | -$59.0K |