Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $4.1M |
| 2 | Shaker Financial Services, LLC | $2.3M |
| 3 | J.W. COLE ADVISORS, INC. | $430.9K |
| 4 | Noble Wealth Management PBC | $301.5K |
| 5 | D.A. DAVIDSON & CO. | $285.5K |
| 6 | Fortitude Advisory Group L.L.C. | $210.8K |
| 7 | PFG Investments, LLC | $185.2K |
| 8 | Bensler, LLC | $138.1K |
| 9 | Sowell Financial Services LLC | $131.1K |
| 10 | CoreCap Advisors, LLC | $97.3K |
| 11 | Apollon Wealth Management, LLC | $88.3K |
| 12 | Sprinkle Financial Consultants LLC | $78.8K |
| 13 | HIGHLINE WEALTH PARTNERS LLC | $34.4K |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $29.0K |
| 15 | Farther Finance Advisors, LLC | $1.1K |
| 16 | FNY Investment Advisers, LLC | $3 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$2.0M | |
| 2 | +$430.9K | |
| 3 | +$138.1K | |
| 4 | +$47.0K | |
| 5 | +$30.5K | |
| 6 | +$438 | |
| 7 | +$231 | |
| 8 | +$9 | |
| 9 | -$1 | |
| 10 | -$536 | |
| 11 | -$1.2K | |
| 12 | -$1.3K | |
| 13 | -$2.0K | |
| 14 | -$2.8K | |
| 15 | -$3.9K | |
| 16 | -$4.0K | |
| 17 | -$4.1K | |
| 18 | -$4.6K | |
| 19 | -$266.3K |