Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $35.3M |
| 2 | Shum Financial Group, Inc. | $944.8K |
| 3 | Merit Financial Group, LLC | $356.8K |
| 4 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $278.7K |
| 5 | FIFTH THIRD SECURITIES, INC. | $214.4K |
| 6 | HARBOR INVESTMENT ADVISORY, LLC | $45.0K |
| 7 | IFP Advisors, Inc | $14.8K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$356.8K | |
| 2 | +$2.8K | |
| 3 | -$38 | |
| 4 | -$116 | |
| 5 | -$7.0K | |
| 6 | -$10.2K | |
| 7 | -$18.4K | |
| 8 | -$216.4K | |
| 9 | -$1.2M |